Paul Mc Creight is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors and 15,000 branch offices nationwide.

Ryan Johnson is a Series 66 licensed financial advisor with Ameriprise in White Bear Lake, Minnesota, holding six years of industry experience. Prior to joining Ameriprise in 2020, he worked at Your Legacy Partners and Prudential Financial. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Samantha Huber is a financial advisor with Ameriprise Financial Services in New Brighton, MN, holding Series 65 and Series 63 licenses and eight years of industry experience. She has worked at Ameriprise and its affiliated entities since 2017 and was previously with John Reamer and Associates and the College of Saint Benedict. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Tedra Scott is a financial advisor at Ameriprise with 12 years of industry experience and holds a Series 66 designation. She previously worked at Raymond James Financial and Raymond James & Associates before joining Ameriprise in 2016. Scott is also involved with G&A Partners, where she manages her advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Atchison is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Kestra Investment Services during his career. In addition to his advisory role, he manages an advisory business through The Windsor Group, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Bryce Brettingen is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at the City of Duluth and University of Minnesota Duluth. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients and offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized team to produce retirement income plans that incorporate investment research, third-party data, and algorithmic tools.

Nicholas Pariseau is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 18 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a co-owner of NPF Consulting, LLC, which provides coaching and goal-setting consulting for business owners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Stefen Thielke is a financial advisor with RBC Capital Markets, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008 and has worked at City National Bank since 2019. Outside of his advisory role, he serves as a board director for Mission E4, a nonprofit organization serving Haitian communities, and is elected to the church council at Shepherd of the Valley Church in Afton, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory, financial planning, custody, and brokerage services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee programs and tailors investment strategies through a combination of in-house and third-party managers with options for customization such as tax management and responsible investing.

Andrew Fraley is a CFP® with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2013. He previously worked at Ameriprise from 2010 to 2013. He operates under the DBA Fraley Financial for his LPL business activities. 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 institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Andrew Schneider is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Brooklyn Park, MN. He has been with Ameriprise and its related entities since 2000, totaling over two decades at the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice. The firm’s approach includes collaboration between a centralized service team and individual advisors, utilizing proprietary tools and research to address income sources, asset allocation, and Social Security strategies.

Jacob Radabaugh is a financial advisor at Wells Fargo Advisors with one year of industry experience. He previously worked at Green Mill and Bank Cherokee and has held roles in education and other sectors, including Century College and Complete Custom Painting Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored client recommendations.

Cooper Long is a financial advisor at J.P. Morgan Securities based in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Third Bridge Financial and Sk Huffer And Associates, as well as experience in retail and communications sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and forward-looking market analysis.

Eric Mullins is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Cetera and has held positions at Mullins Financial, LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, and Stein Financial Group, LLC. Outside of his advisory work, Mullins is an insurance agent specializing in fixed insurance products and owns a firm focused on expense management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing access to both affiliated and third-party investment strategies.

Bradley Harder is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Hanover, MN. He has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated committee.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Eric Morris is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Maple Grove, MN. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and RBC Capital Markets LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Dean Maschka is a financial advisor at Osaic with 30 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America, Inc. for nine years. Outside of advisory work, he is involved in life insurance and fixed annuity sales on a client-need basis. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across various client types.

Ivan Ayala is a Series 66-licensed financial advisor with Edward Jones in Blaine, MN, with one year of industry experience. His background includes roles in psychotherapy and counseling, including work with MinneApple Psychotherapy and BetterHelp. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of assets, offering advisory programs with discretionary and non-discretionary strategies, tax-efficient services, and access to proprietary mutual funds and separately managed accounts.

Greg Nagel is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering customized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, with a focus on assets held in Ameriprise-managed accounts.