Mark Heller is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Investments, LLC. Outside of his advisory role, he acts as power of attorney for his father. 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 sources.

Logan Gacke is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he has experience in fixed insurance sales and has held roles in various other businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with services ranging from portfolio management to retirement plan consulting. The firm operates a multi-manager platform, offering clients access to a variety of investment strategies and program options under discretionary and non-discretionary authorities.

Brent Young is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP® designation with eight years of industry experience. His prior roles include positions at Raymond James, Platte Valley Bank and Investment Center, and Charles Schwab. He is also affiliated with the University of Kansas School of Business. 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 tailored retirement income planning advice using a combination of proprietary research and third-party data.

Dana Sandborgh is a financial advisor with UBS Financial Services in Cottage Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 investment plans to clients' goals and risk tolerances.

Tobias Kaplan is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management, and supports integration with managed-account programs under a consolidated billing system called WealthPlan.

Jeffrey Albin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Insurance Group since 2011. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides educational seminars alongside its investment offerings.

Katje Oien is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Monica Magnuson is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2019. Outside of her advisory role, Monica works annually as a baker at Sweet Martha's Cookie Jar during the Minnesota State Fair. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Gregg Burrell is a financial advisor with LPL Financial, holding a Series 63 designation and having 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Burrell is involved in direct sales of nutrition products through a commission-based arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Douglas Gehrke is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and continues with the firm in its current form since 2020. Outside of his advisory role, he works part-time at a grocery store meat and seafood service counter. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Richard Nilsen is a financial advisor with Ameriprise in Lakeland, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Anne Kersten is a Series 66-licensed advisor with 16 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013 respectively. She previously worked at UBS Financial Services for one year. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority.

Jason Beckendorf is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis for 24 years. Beckendorf serves on the board of a nonprofit organization focused on Down Syndrome funding and acts as secretary for a nonprofit supporting youth and families in North Minneapolis. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization with a range of investment programs and maintains multiple custodial and legacy arrangements.

Keith Mueller is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

William Avery is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Colliers Securities LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Scott Niehaus is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 17 years of industry experience. He has been with Thrivent and its affiliated entities since 2015. 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 planning addressing retirement, tax, estate, business continuation, and special needs topics, with options to combine planning with managed-account programs under consolidated billing.

Carol Mills is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds the Series 63 designation and has 26 years of industry experience, including prior roles at Morgan Stanley and earlier tenure with Wells Fargo Clearing. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support investment decision-making and providing a range of financial products through affiliated entities.

Ned Cohen is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Clearing in Minneapolis, MN. His prior experience includes roles at Morgan Stanley and E*TRADE Capital Management. 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 across more than 14,000 financial advisors and combines research from its own Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Julianne Mason is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at MFG Financial Advisors and Pure Green, along with experience in education and food service. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored planning advice and written recommendations focused on income sources and tax-aware withdrawal strategies.

Spencer Peterson is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has worked with Gradient Securities, LLC, and currently provides client support services at Box Financial Advisors. Outside of financial services, he owns an automotive detailing business, SP Detailing, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services with access to multiple investment program options and third-party managers.