Michael Sundsmo is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He has been with Thrivent Investment Management in Anoka, MN since 2007. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, and its services can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Heather Mootz is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, employing research-driven approaches and offering a range of investment and fiduciary services.

Chuck Mcbeain is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Kirkland has been with Ameriprise since 2016, working in both Ameriprise Financial Services Inc and Ameriprise Financial Services, LLC. Based in Minneapolis, MN, Kirkland's practice is part of a large, diversified firm that serves individual and institutional clients. Ameriprise Financial Services offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to deliver written Recommendation Reports and ongoing advice based on investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and a product ecosystem influenced by affiliated sub-advisers and distribution arrangements.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela O'Leary is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and 32 years of industry experience. She worked previously at U.S. Bancorp Investments, Inc. for nine years before joining RBC Capital Markets in 2017. O'Leary serves on the board of directors and chairs the finance committee for Wayside Recovery Center, a nonprofit substance treatment center for women. RBC Wealth Management provides investment advisory, financial planning, custody, and brokerage services to a diverse client base that includes individuals, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.

Andrew Kronbach is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2024 and has prior experience as a full-time student and various entry-level roles, including working at Trader Joe’s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice. The firm’s approach integrates internal investment research, algorithmic tools, and collaboration between centralized teams and financial advisors, focusing on dependable income sources and tax-aware withdrawal strategies.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lucas Erickson is a financial advisor with Ameriprise Financial Services LLC based in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Ameriprise, Erickson has worked in various roles including at Lifetime Corporation and has been involved with USA Hockey and local golf clubs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware withdrawal planning.

Nicholas Leist is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, he was involved with North Central University in various roles over several years. He serves as secretary on the board of Aasha Dei, a nonprofit organization that supports at-risk women and children in Southeast Asia through fundraising and community partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and addressing a range of financial planning topics without including implementation of recommendations.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Paul Mumma is a CFA® charterholder with 31 years of industry experience. He has been with Ameriprise since 2013, currently serving in Saint Louis Park, MN. He is a member of the Board of Directors for the Institute for Portfolio Alternatives, providing guidance on the organization's strategy and ongoing affairs. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Mathew Nyakundi is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, TCF National Bank, and REM Ramsey. Outside of his advisory role, he is the owner of a healthcare staffing agency and volunteers as the finance director for a Minnesota House Representatives campaign. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Trenton Fletcher is a Series 66-licensed financial advisor with LPL Financial, based in Maple Grove, MN, and has one year of industry experience. He previously worked at Cetera and holds an operations manager role at Prowealth Financial, where he manages day-to-day operations and oversees hiring and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services supported by extensive technology and operational resources.