Owen Fuls is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jodi Jenson is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Brian Ewings is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2011. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Bearth is a CFP® with six years of industry experience, currently affiliated with Cetera. His career includes roles at Bearth Financial Incorporated, AdvisorNet Wealth Partners, and Box Financial Advisors. Outside of his advisory work, he serves as an alumni ambassador for St. John Vianney Seminary in St. Paul, Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered firm 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, supporting various program structures and custodial relationships.

Jackson Rynda is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to his current role. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noah Dendinger is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at firms including North Star Resource Group and Aaron Hatanpa - State Farm Agency. Outside of advising, Dendinger serves as president of the Justin Dendinger Foundation Inc., a nonprofit that organizes an annual fundraiser supporting high school graduates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides access to multiple investment strategies through a multi-manager platform, combining discretionary and non-discretionary portfolio management with various program structures and third-party partnerships.

Andrew Huseby is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held roles at JPMorgan Chase Bank, Castlelake, Eaton Vance Distributors, Parametric Portfolio Associates, and Imperial Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Walsh is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with the Cottage Grove Athletic Association. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to provide tailored, non-discretionary recommendations focused on income sources, tax efficiency, and Social Security options.

Robert Hessler is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Hessler serves as a referee for women's lacrosse. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support these plans, with an emphasis on assets held in Ameriprise Managed Accounts.

Bradley Piermantier is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following roles at Wells Fargo Bank and Wells Fargo Clearing. 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 a combination of in-house and third-party managers, alongside notable capital markets and alternative investment capabilities.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Austin Bock is a CFP® professional with nine years of industry experience, currently serving with LPL Financial. His prior roles include positions at Ameriprise Financial Services, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Board of Directors for the Alpha Delta Phi MN Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research purposes.

David Keller is a Series 63 licensed financial advisor with Mass Mutual Investors Services in Minneapolis, MN, where he has worked since 1995. He has 31 years of industry experience, all spent at MassMutual and its affiliated firms. Outside of his advisory role, Keller is involved in managing his own real estate ventures through Keller 1, LLC and Keller Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using collaborative, goal-oriented planning processes.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent five years at Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Hudson Raidaire Booster Club, acting as treasurer. 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 that combine discretionary and non-discretionary portfolio management with financial planning, tailoring investment strategies to individual risk profiles through a blend of internal and external investment managers.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Jason Moehring is a CFP® professional with 33 years of experience, currently serving at Thrivent Investment Management in Blaine, MN. He has been with Thrivent Financial for Lutherans and its affiliate since 2002. Outside of his advisory role, he participates in his church finance committee and will serve as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers these services through a network of financial advisors and allows clients to integrate planning with managed accounts under a consolidated billing arrangement.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Jaiden Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jaiden worked at Wells Fargo Bank and has been involved with Jet's Pizza since 2014, where he contributes by preparing food and managing store operations on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.