Gregory Lunak is a CFP® with 25 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2017. Prior to joining RBC, he worked for 15 years at Merrill Lynch, Pierce, Fenner & Smith Inc. There is no additional information on outside activities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Zachary Turcotte is a financial advisor with Equitable Advisors in Little Canada, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010 and previously was affiliated with Axa Advisors, LLC for a decade. Outside of his advisory work, Turcotte is a partner in Fantasy Golf Insider, a venture related to fantasy sports. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written 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 and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.

Kimberly Bai Mc Guire is a financial advisor with Merrill holding Series 63 and Series 65 licenses. She has experience with Bank of America, Merrill, U.S. Bank, BMO Bank, Wells Fargo, and Serko Ltd. before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jason Atwater is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 66 and 63 licenses, with 13 years of industry experience. He worked at ICMA-RC Services, LLC for seven years before joining Ameriprise in 2019. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe influenced by its affiliated product relationships.

Wilfredo Dominguez Nunez is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Northwestern Mutual, Neogen, and 3M. He holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Michelle Glood is a CFP®-certified financial advisor with Ameriprise, based in Shoreview, MN, and has 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cullen Gess is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Wells Fargo Bank and Wells Fargo Clearing, along with multiple roles associated with the University of Minnesota. 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 provides both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

David Dudley is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RiverSource Distributors Inc. for seven years before joining Ameriprise in 2019. Dudley is also a co-owner of NAP Partners, LLC, an advisory business based in Houston, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Tasha Coleman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and SagePoint Financial. Outside of her advisory work, she is involved as a statutory agent in marketing for Five Star Financial Resources and owns Five Star Wealth Planning, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Neil Manthe is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services Inc and Minnesota Life Insurance Company. Manthe serves on advisory boards for Minnesota State University, Mankato, and the non-profit BestPrep, contributing to educational programs focused on customer experience and financial literacy for high school students. 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 allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of program structures and custodial relationships.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Daniel Shanahan is a financial advisor with LPL Financial, holding a Series 66 designation. He has been with LPL Financial since 2025 and has prior experience as an airline pilot with Delta Airlines and SkyWest Airlines. Shanahan also has a background in aviation through Valters Aviation. Outside of his advisory role, he continues to work as a first officer pilot for Delta Airlines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, including access to model portfolios and research, and supports both discretionary and non-discretionary management approaches.