Daniel Peterson is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021, following 13 years at Riversource Distributors Inc. He is also employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Orlearnda Hoeun is a financial advisor with Charles Schwab and Co., Inc. based in Edina, MN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to joining Schwab, Hoeun worked at Bank of America, Merrill, U.S. Bancorp Investments, and Northwestern Mutual among other firms. Outside of advising, Hoeun also works as an Instacart shopper. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with access to multi-asset model portfolios, alternative investments, and integrated brokerage and custody services.

Cooper Berg is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Cooper held various positions including roles at Hamline University and Stuart Company. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chad Nelson is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jadyn Huber is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Jadyn worked at Mr. Cooper, Sigma Beauty, Alma Homes, Quorum Federal Credit Union, Huntington National Bank, and Signature Consultants. Outside of financial services, Jadyn is a fitness instructor and a content creator focused on fashion, wellness, and beauty. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kristi Adams is a CFP® professional with 20 years of industry experience, currently advising at LPL Financial since 2021. Her prior roles include positions at Blue Heron Professional Group, Lori Tauring, and Waddell & Reed, Inc. She is involved with The Haddorff Team, an investment-related business affiliated with her LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aimee Sybrant is a CFP® with 21 years of industry experience and is currently an advisor at Ameriprise. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she serves as Financial Secretary and is a member of the Board of Directors for the St. Stephen Lutheran Church Legacy Endowment Board. Ameriprise Financial Services is a large, diversified 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.

Daniel Bly is a financial advisor at Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Yellow House Vineyard. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Pemberton is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Fisher Investments, RBC Capital Markets, Traveling Coaches Inc., and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Emily Milton is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has been with Thrivent since 2026. Prior to her current role, she worked in various positions in the hospitality industry from 2014 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, estate, and tax planning, with options to combine planning services with managed accounts under a consolidated billing program.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Catherine Doucette is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, with prior roles at Specialty Health, Inc. and Saint Mary's Fitness Center. She serves on the Board of Directors for Twin Cities Quorum. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies and provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Ryan Flaten is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. In this role, he works with clients to navigate the opportunities and responsibilities that come with accumulated wealth and complex financial lives. Ryan approaches financial planning with a focus on listening, understanding the full picture, and helping clients bring structure to important decisions as their lives evolve. Ryan has 15 years of experience in financial services, including roles as a Financial Consultant at Fidelity Investments (2016-2018), a Retirement Income Specialist at Ameriprise Financial (2014-2016), and a Financial Consultant at Ameriprise Financial (2011-2014). He is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of his professional work, Ryan enjoys boating, comedy, family activities, fishing, golf, and reading.

Daniel Fouberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is involved as the statutory agent for a corporation that transacts life insurance and fixed annuity sales and serves as a general partner in a family partnership. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, using asset-allocation tools and automated rebalancing to manage portfolios that may include a range of investment types.

Jack Murphy is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Northwestern Mutual and Inland, as well as operating B&B Landscaping and Snowplowing LLC. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Wolfgang Hilse is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member of the Gracelyn Group. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Larry Nielsen is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2011 and is also affiliated with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring strategies through both in-house and third-party managers according to each client’s risk profile.

Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Jacobson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2002 to 2020. Outside of his advisory role, he is involved in property rehabilitation through ownership of RayBill Properties, LLC. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations, combining modeling and tax-efficiency analysis to support clients’ retirement strategies.