Adam Hirsch is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise and Mass Mutual Investors Services in various capacities since 2013. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Ansu Kourouma is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, he worked at Edward Jones and Wipfli LLP. He also serves as a boys basketball coach at a high school. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Adam Nobs is a financial advisor at Edward Jones in Spring Park, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joellen Coffman is a Senior Financial Advisor specializing in wealth management at Merrill Lynch Wealth Management. She joined Merrill in 1998 after nearly two years at American Funds and previously served in the US Navy from 1990 to 1997. Her military experience instilled a commitment to dedication, strategic planning, and service, which she applies in her role advising clients. Her expertise includes family wealth management strategies, personal retirement planning, socially responsible and ESG investing, and advising women on wealth management. Joellen utilizes a disciplined goals-based process to help clients address priorities such as income generation, education savings, retirement savings, healthcare, and insurance strategies. She holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations and is a member of USSIF. Joellen attended Austin High School and Lake Mills High School and pursued studies at Saint Leo University, Central Texas College, and Austin Community College without degree conferral. She actively participates in community organizations such as 23rd Veteran, First Witness Child Advocacy Center, Tee It Up for The Troops, and The Nature Conservancy. Her personal interests include cooking, gardening, golfing, and traveling.

Chris Andryski is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and Securities America Inc. Additionally, he is involved in tax preparation services through Minnesota Financial Solutions, LLC. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various strategies including discretionary Unified Managed Accounts and third-party money managers.

John Brey is a financial advisor at Equitable Advisors in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at AXA Advisors, St. Cloud State University, the City of Brooklyn Park, Riverview Sports and Marine, and Buona Sera Ristorante. He is also involved with Falcon Financial LLC. 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 asset management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Brooke Ament is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at Xcel Energy and Posh Bridal Couture. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning supported by structured discovery processes and advanced modeling tools.

Brett Klang is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to and concurrently, he has been associated with Rich Leyh since 2007. 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Dokken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at U.S. Bancorp Investments, U.S. Bank, and Woodbury Financial Services. He also serves as a notary at Old National Bank. 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 other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2019 and has prior experience with Wells Fargo Bank, NA dating back to 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, relying on research and analytics to support its investment approach.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds the Series 63 and Series 65 licenses and has five years of industry experience. His prior experience includes roles at Ameriprise, Mutual of Omaha, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships that cover a wide range of financial topics without including implementation services. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Devon Lumbar is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held various roles in the retail and service sectors. Outside of advising, Lumbar co-owns Northernlighstea, a retail tea business, and operates a small hot dog stand serving local events. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeremi Marten is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management, providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute and third-party databases, focusing on diversification principles and modern portfolio theory.

Thomas Garibaldi is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ameriprise in 2022, he held roles in small business operations and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with specialized retirement income planning services that combine written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Odom Health & Wellness for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Trent Schenk is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Thrivent Investment Management and Thrivent Financial for Lutherans. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes a combination of in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.