Christopher Green is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent 11 years with Axa Advisors, LLC. He is based in Golden Valley, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, offering tailored Recommendation Reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by specialized committees to deliver these services, focusing on assets held in Ameriprise-managed accounts.

Anthony Martinez is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with Series 63 and Series 65 credentials and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2004 and transitioned to Wells Fargo Clearing in 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ryan Betz is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2015. Outside of his advisory role, he serves as treasurer and board member of the Delta Chi Housing Corporation, a nonprofit organization managing the chapter house for the Delta Chi Fraternity at the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Bigaouette is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior experience includes six years at Wells Fargo Investments, LLC. He serves as a finance council member at the Cathedral of St. Paul. 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 combines proprietary research and third-party analytics to offer diversified investment solutions across brokerage and advisory platforms.

Adeline Meyer is a financial advisor with Ameriprise in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Ameriprise Financial Services LLC and various positions related to education and community outreach. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Tracy Edwardsen is a financial advisor with Ameriprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves as a Volunteer Hospitality Lead for a local organizing committee that plans cross-country ski races. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Logan Goetzinger is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior work includes roles at Foley Equipment Company and Browns Shoe Fit Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Rachel Holzem is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2023. Prior to joining Ameriprise, she held positions in retail and nonprofit sectors, including roles at PCR Group Inc. Pandora Jewelry and the Wisconsin Humane Society. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and asset allocation guidance.

Jason Soli is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Ameriprise Financial Services, Inc., Optum Financial, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Stremmel is a financial advisor with Ameriprise in Minneapolis, MN, holding the ChFC® designation and a Series 63 license. He has 32 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Joseph Dokken is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 63 and Series 66 licenses and previously served in the U.S. Army from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Allen Boesl is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked with Wells Fargo since 2016. Outside of his advisory role, Boesl serves as treasurer for the Devonshire Townhouse Association, where he is involved in budgeting and financial oversight. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jacob Magnuson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and two years of industry experience. His prior experience includes roles at Avantax Advisory Services, MRK Financial Solutions, and TruPlan Financial Planners. Outside of his advisory work, he has worked seasonally as a UPS support driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses across a broad range of planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Kayla Dmowski is a financial advisor with Charles Schwab in Woodbury, MN, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Charles Schwab Bank, Erus Energy, and Tender Paw Pet Grooming. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Melissa Moser is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at Ameriprise Financial Services and Rodan and Fields. Outside of her advisory work, she serves on the boards of the St. Paul Festival and Heritage Foundation and the Juvenile Diabetes Research Foundation’s Minnesota and Dakotas chapter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and incorporates in-house and third-party investment managers, along with options for tax management and responsible investing.

Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and previously was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2023. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services across various program structures and custodial relationships.

Peneal Tiruneh is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Peneal worked at Fisher Investments, Thrivent, Thrivent Investment Management Inc, Thrivent Financial, Urban Ventures, and North Central University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Matthew Tuccitto is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.