Kristin Printon is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds a Series 66 credential and has worked at firms including Minnesota Life Insurance Company, Securian Financial Services, and CRI Securities. Kristin serves on the advisory board of the Diaper Bank of Minnesota, a nonprofit providing diapers to organizations supporting families with young children. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program platforms and third-party managers.

Warren Ludford is a CFP®-credentialed financial advisor with 29 years of industry experience. He has been with LPL Financial since 2008, working at the firm for 18 years. Ludford is based in Roseville, MN, and holds Series 63 and Series 65 licenses. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research tools.

Daniel Griep is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with UBS since 1993. Mr. Griep serves on the investment committee for DeLaSalle High School’s endowment funds, contributing to the drafting of the Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Steven Van Sloun is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Deepwater Asset Management and F2 Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers.

Anthony Scheuring is a Senior Vice President, Senior Financial Advisor, and Portfolio Manager at Merrill in Minneapolis, Minnesota. He has been a Partner with The Scheuring Group at Merrill since August 2010. Prior to joining Merrill, Anthony worked at Piper Jaffray & Company from 2006 to 2010, where he spent three years in the Operations Department on the Fixed Income Trading Desk and one and a half years as a Registered Sales Assistant for a Corporate Cash Management Team. Anthony serves multiple generations of clientele, guiding families toward their financial objectives through tailored asset and liability management. His approach incorporates a diligent goals-discovery process, knowledge of financial markets, and rigorous financial strategies to address various family circumstances and philanthropic giving. As a Portfolio Manager, he manages discretionary strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He holds Series 7 and Series 66 FINRA registrations, and the Certified Plan Fiduciary Advisor (CPFA) designation. Anthony earned a Bachelor's degree in Business Administration from the University of St. Thomas and is an alumnus of Cretin-Derham Hall High School. He served in AmeriCorps from 2004 to 2005 as a Construction Supervisor with Dallas Area Habitat for Humanity. Anthony is involved with Prodeo Academy and Twin Cities Habitat for Humanity. He resides in Mendota Heights, Minnesota, with his wife and four children.

Evan Thornton is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. He is a part owner of Thornton Brothers, LLC and is involved in design marketing through Twin Cities Saxophone. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Kyle Hidlebaugh is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Ryan Kuehne is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Hollie Bonnes is a Series 66-licensed financial advisor at Merrill with 10 years at the firm and four years of industry experience. She is based in Minneapolis, MN. Outside of her advisory role, she owns and manages a two-family residential property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Hugh Humphrey is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior experience includes ten years at Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based planning across a wide range of financial topics without discretionary trading authority, and allowing clients to integrate planning with managed-account programs through a consolidated billing option.

Debra Bougie is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based planning across various topics, allowing clients to combine planning with managed-account services under an integrated billing option while keeping the services distinct.

Kelly Rosenbush is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1997. Outside of her financial career, she is involved with Bob Smiths Sports Club. 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 a range of brokerage and advisory solutions.

Kimberly Zeppelin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2017, also working at Wells Fargo Bank NA since 2012. Outside of her advisory role, she works as a part-time delivery driver for DoorDash. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Randy Asmus is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of advising, he works as a life insurance agent. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,000 advisors.

Gregory Lunak is a CFP® professional with 26 years of experience in the financial industry. He has worked at RBC Capital Markets since 2017 and previously spent 15 years at Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Stillwater, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Zachary Turcotte is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2010. He has 16 years of industry experience, including a decade at Axa Advisors, LLC. Outside of his advisory role, he is a partner at Fantasy Golf Insider. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of representatives and third-party managers.

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 at Merrill with Series 63 and Series 65 licenses. She has worked in the financial industry since 2021, with prior experience at Wells Fargo, U.S. Bank, BMO Bank, and Serko Ltd. Her current role at Merrill began in 2026. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.