Kevin Sienko is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank. He serves on the Board of Directors for Accord, a nonprofit organization focused on supporting individuals with distinct and unique needs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients' risk profiles and employs both in-house and third-party managers to implement diversified investment strategies.

Lauren Asenbrenner is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at Hennepin Healthcare and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a Premier Retirement Income service providing tailored retirement income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Paras Kumar is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 credential and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called "You Got Wood?". LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Matthew Beck is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at LPL Financial in St. Paul, MN. He previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. from 2009 to 2026. Outside of his advisory work, he is a soloist and engages in singing activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Lindell is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has been with Ameriprise since 2015, working at both Ameriprise Financial Services, Inc. and Ameriprise. Outside of his advisory role, he is a partner in a family investment involving farm land, where he assists with oversight of farming operations. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Stephen Madsen is a CFP® with 35 years of experience in the financial services industry. He is currently with Cetera and has held roles at Cetera Wealth Services, LLC and Lake Elmo Bank, where he serves as Vice President of the Investment Department. Madsen is also an insurance agent licensed to sell life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures, third-party manager options, and over $256 billion in assets under management.

Christopher Green is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent 11 years with Axa Advisors, LLC. He is based in Golden Valley, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to deliver these services, focusing on assets held in Ameriprise-managed accounts.

Anthony Martinez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2004 and has worked at Wells Fargo Clearing since 2022. 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 approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Betz is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves as treasurer and board member of the Delta Chi Housing Corporation, a nonprofit organization managing the chapter house for the Delta Chi Fraternity at the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Adeline Meyer is a financial advisor with Ameriprise in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Ameriprise Financial Services LLC and various positions related to education and community outreach. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Tracy Edwardsen is a financial advisor with Ameriprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves as a Volunteer Hospitality Lead for a local organizing committee that plans cross-country ski races. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Logan Goetzinger is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials. He has one year of industry experience and has previously worked with Foley Equipment Company, River Creek Farms, and Browns Shoe Fit Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning and managed-account services as separate but consolidated options, focusing on comprehensive planning without discretionary trading authority.

Rachel Holzem is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held a variety of roles in retail and education, including positions at Pandora Jewelry and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jason Soli is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Ameriprise Financial Services, Inc., Optum Financial, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. Merrill, along 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.

Jeffrey Stremmel is a financial advisor with Ameriprise in Minneapolis, MN, holding the ChFC® designation and a Series 63 license. He has 32 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Joseph Dokken is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 66 and Series 63 credentials and six years of industry experience. His background includes service in the U.S. Army from 2015 to 2019, followed by roles at JPMorgan Chase bank NA and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework.

Allen Boesl is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2019 and Wells Fargo Bank, NA since 2016. Outside of his advisory work, he serves as treasurer for the Devonshire Townhouse Association, where he manages budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.