Jack Flynn is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, Merrill, and Wells Fargo. He also has experience working with Fitness International DBA L.A. Fitness and attended the University of St. Thomas. 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 clients approaching or in retirement with written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Bryant Lundahl is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a successor power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Jess Troyak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and implementing features such as tax management and responsible investing screens.

Michelle Feiten is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 31 years of industry experience. She has previously worked at Merrill and Wells Fargo Advisors. Outside of her advisory role, she serves as a paraplanner and business management consultant with BDLR Group, INC, assisting practices during transitions and providing franchise consultancy for Ameriprise Financial. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, leveraging internal research and third-party data within a structured investment framework.

Kenton Zeigler is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with LPL since 2018. Prior to joining LPL, he founded and has operated Zeigler Financial Services since 1985. Outside of advising, he is involved in income tax preparation through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.