Ryan Perkovich is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity Investments in 2025 and is based in Edina, MN. His prior work experience includes roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Rob Larson is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Stephanie Fairlie is a financial advisor with Ameriprise in Edina, MN, holding Series 65 and Series 63 credentials and six years of industry experience. She has worked at Ameriprise since 2021 and previously was associated with Convergence Financial LLC and Block Advisors. In addition to her advisory work, she owns and operates Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement. The firm’s approach incorporates investment research and algorithmic tools to provide tax-aware withdrawal strategies and retirement-income planning.

Melissa Villella is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various capacities from 2000 to 2019. Outside of her advisory role, she manages a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Roloff is a financial advisor with Ameriprise in Estero, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves on the boards of Roloff Manufacturing Corporation and the Bonita Beach Sunset Rotary, where he is Treasurer, and he is also an advisor at MJW Group LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Catina Koenig is a financial advisor at Robert W. Baird & Co. in Eden Prairie, MN, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2001. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through a range of consulting and portfolio services tailored to client goals and risk tolerances.

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Michelle Farrell is a financial advisor at Ameriprise with 39 years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized recommendation reports, supported by a centralized consulting team and algorithmic tools.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Jonathan Mouavangsou is a financial advisor with Charles Schwab in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Mayo Clinic, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios. The firm’s integrated model includes brokerage, custody, and advisory services delivered at scale to a broad client base.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.

Joseph Byron is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at TIAA and Tiaa from 2022 to 2025. Outside of his advisory role, he owns and operates a hops farming business, growing and selling hops to microbreweries in Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Fritton is a financial advisor with Ameriprise Financial Services, LLC in Edina, MN. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to this, she worked at Bell Bank Mortgage and held roles at Robert Half Talent Solutions, Hamline University, and Rochester Public Library. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

David Weingartner is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 credential and has been with RBC Capital Markets since 2001, also serving at City National Bank since 2016. Outside of his advisory role, he participates in community service as a member of the Washburn High School Site Council and serves on the Board of Directors and as Treasurer for the Reading League of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, custody, and brokerage services to a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party resources with options for tax management and responsible investing.

James Biermaier Jr. is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and First Allied Advisory Services. Outside of advising, he is involved in operating a coffee and wine bar in Hastings, MN, alongside his wife, and serves as president of the homeowners association at his vacation community. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various third-party investment platforms. The firm employs asset-allocation tools and automated rebalancing to craft portfolios that may include a wide range of securities managed on discretionary or non-discretionary terms.

Michael Atherton is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Edina, MN. He has been with Ameriprise since 2009, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. His credentials include Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, which focuses on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Andrew Lapham is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2025. His prior experience includes roles outside the financial industry, such as positions at Bonita National Golf & Country Club and Metropolitan State University College of Management. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Thomas Manderfeld is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009 and was previously associated with Jaros & Associates. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team while offering a broad range of advisory, brokerage, and insurance solutions.

Dwayne Dean is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He has worked with Charles Schwab and its affiliates since 2011, including TDAmeritrade prior to its integration with Schwab. Dean serves as a volunteer signer on a corporate account for a nonprofit Christian camp, where he assists with the occasional sale of donated securities. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Cooper Wells is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior positions include roles at Thrivent, Advisornet Financial, Cetera, and Equitable Advisors. Outside of finance, he has been involved with the Minneapolis United Soccer Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.