Suzanne Siebert is a financial advisor with Fidelity Investments in Hampton, MN, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Fidelity since 2019, including roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC, and previously held positions at Farmers Financial Solutions, Farmers Insurance, and Peoples Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Parker Shannon is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Parker worked in education and held roles at Mystic Lake Casino and LeeAnn Chin. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Jason Erno is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he worked at Thrivent Financial and PRGI. Outside of his advisory role, he works as a rideshare driver for Uber, Lyft, and HICH on his own schedule. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jacob Kettwig is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Diversified Financial Advisory Group, FSC Securities Corporation, and Merrill. He is also the owner of Diversified Financial Group of Lakeville LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms, and manages a multi-billion dollar asset base.

Susan Neibacher is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Wyman is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2012. Outside of his advisory role, Wyman is involved with Centennial Group II, LLC, a business managing costs of office space for advisors and staff. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning. The firm’s approach includes the use of proprietary research, third-party data, and structured withdrawal strategies within a defined investment universe influenced by affiliated products.

Jeffrey Wahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and 66 licenses and bringing 26 years of industry experience. He has been with Raymond James and its affiliated entities since 2008. Wahl owns Wahl & Wire Wealth Capital Partners LLC, a support company operating within the securities business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through advisory programs and specialized consulting services.

Angela Rice is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Magdalena Werger is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2023. Outside of her advisory role, Werger is a ballet instructor with Victoria Dance Productions in Edina, MN. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports and combining research with modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Margo Clarke is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and 35 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. Outside of her advisory work, she has involvement in real estate ownership unrelated to investment activities. Ameriprise serves clients primarily through retirement-income planning, offering tailored recommendation reports and a range of advisory, brokerage, and insurance solutions. The firm’s approach integrates research, modeling, and tax-efficiency analysis, with a focus on clients meeting specific asset thresholds and emphasizes the use of Ameriprise-managed accounts.

Stephanie Shaffer is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Matthew Anderson, The Lakeshore Group, Steph & Jacquie LLC, Jason Ledermann, and Waddell & Reed, Inc. She has also operated investment-related business entities connected to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various strategies and technology tools across a large network of investment adviser representatives.

Anthony Ricker is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Capital Markets LLC since 2009 and previously worked at City National Bank from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, 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, providing both discretionary and non-discretionary portfolio management.

Luke Johnson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions with CETERA Advisor Networks LLC, Sterling Bridge Insurance Agency Inc, Carroll Enterprises Inc, LYFT, and Riversource Distributors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with an emphasis on systematic methodologies and long-term asset allocation.

Alexander Stetson is a Series 66-licensed financial advisor with nine years of industry experience. He has been with RBC Capital Markets, LLC since 2017, following a brief tenure at North Shore Bank of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Nancy Larocque is a financial advisor with Primerica Advisors in Apple Valley, MN, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1993. Outside of advisory activities, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

John Hillman is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo & Company and has been with Ameriprise since 2018. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement. The firm’s approach includes the use of proprietary research, third-party data, and algorithmic tools to develop personalized recommendations.

William Lagoo is a financial advisor with LPL Financial, holding a Series 63 credential and 42 years of industry experience. He has been with LPL Financial since 2009. Outside his advisory role, he is involved with Investors Financial Group Inc., a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm provides various financial planning and investment management programs using both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Rose Brager is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked with Thrivent and its related entities since 2018. Outside of her advisory work, she operates an online resale closet on Poshmark where she sells and donates personal and family items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based financial planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

William Shannon is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Shannon serves on the board of BBIG, LLC, an office condominium entity. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor oversight to deliver tailored retirement income plans primarily through Ameriprise-managed accounts.