Stephanie Fairlie is a financial advisor at Ameriprise in Edina, MN, holding Series 65 and Series 63 licenses with six years of industry experience. Prior to joining Ameriprise in 2021, she worked at Convergence Financial LLC and Block Advisors. She also owns Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income planning service focused on tax-aware withdrawal strategies and dependable income sources.

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 Financial Services with 39 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work history includes roles at Wells Fargo Clearing and UBS Financial Services. 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 retirement-income planning through a written Recommendation Report and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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.

Mason Love is a financial advisor at Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Mason worked in various roles including positions at The Spud Jr and Vaaler Insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors in Lakeville, MN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Her prior roles include positions at SCF Investment Advisors, SCF Securities, and Ica. She serves as a board member of Eden Inc. and is involved with Voices Advancing Freedom, a committee focused on constitutional education, and owns a pet grooming business, D-Tail Your Dog LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through Founders Gate Capital.

Joseph Byron is a financial advisor at Ameriprise with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA and Waseca Junior Senior High. Outside of advising, he owns and operates St. Mary's Hops LLC, a farming business that grows and sells hops to microbreweries in Minnesota. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Jennifer Fritton is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in mortgage services and talent solutions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data, with enrollment criteria requiring a minimum level of investable assets.

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 with Osaic Wealth, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior firms include Securities America Advisors, First Allied Advisory Services, and Wells Fargo Investments. Outside of his advisory work, he is involved in operating a coffee and wine bar alongside his wife and serves as president of a homeowners association at his vacation property. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through multiple programs including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process that incorporates asset allocation, portfolio optimization, and risk assessment tools, supported by a complex affiliate network and private-equity ownership.

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, holding a Series 66 credential and having one year of industry experience. Prior to joining Equitable Advisors, he worked at several organizations including Bonita National Golf & Country Club and Metropolitan State University College of Management. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a variety of third-party advisory models and proprietary tools without sponsoring its own wrap fee program.

Gregory Johnson is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes seven years at City National Bank and two years at UBS Financial Services before joining RBC Capital Markets in 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

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.

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.

Ryan Pytleski is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Investment Management. 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 grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Steven Gehrke is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Farmington, MN. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Theta Chi Housing Corporation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.