Michael Taube is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Hector Millan Alvarado is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2017, following two years at Daikin Applied. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior work includes roles at Irish Group Inc, Business Networking International, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, INC. from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs advanced tools for operational and research support.

Zachary Pritz is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Thrivent, he worked at ShareWell Coffee and held teaching positions at Veritas Christian Academy, Lake House Academy, and Henderson County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning and allows clients to combine planning with managed-account programs while keeping these services separate.

Katherine Gowans is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2015. 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 both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Jeremy Noyes is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with MML Investor Services, Inc. and MassMutual since 2004. Outside of his advisory work, he serves on the board of Twins Community Fund, assisting with ticket sales. Mass Mutual Investors Services provides financial planning and advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through its institutional platform.

Pauline Johnson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and possessing 41 years of industry experience. She has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

Sara Noyes is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Mass Mutual Life Insurance Company since 2020 and has been with M&E Catalyst and Mass Mutual Investors Services since 2015. Noyes also serves on the board of the Twins Community Fund, where she is involved in ticket sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers specialized services including estate-settlement and employer-sponsored planning programs.

Kelly Buda is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2019, Buda worked at Allianz Life Insurance Co of North America and Questar Capital Corporation from 2011 to 2019. Outside of his advisory role, he holds power of attorney for both his spouse and sister in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Craig Saeger is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 credential and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience at Wells Fargo Bank NA dating back to 2012. Outside of finance, Saeger has been involved with several outdoor-related businesses since 2009, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. 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, managing approximately $671 billion in assets with over 14,000 financial advisors nationally.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

Caleb Barrett is a Series 66 licensed advisor with Ameriprise in Lake Elmo, MN, and has 11 years of industry experience. He has worked at Ameriprise since 2017 and previously held roles at Thrivent Financial and Thrivent Investment Management Inc. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 and tax-aware withdrawal strategies.

William Weyandt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals, families, and businesses achieve complex financial goals by developing strategies tailored to their short- and long-term objectives. His approach includes managing discretionary custom investment strategies and selecting suitable portfolios from a wide range of Merrill and third-party investment options. Since beginning his career in finance in 2012 and joining Merrill in 2017, William has specialized in areas such as college education planning, executive compensation, legacy planning, retirement income, philanthropic planning, tax minimization, and small business strategies. He employs a rules-based, data-driven investment process utilizing research from Merrill Lynch and Bank of America resources. He also assists with advanced estate planning services and wealth transfer. William holds a Bachelor of Science degree from the University of Minnesota System and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He was born and raised in Minnesota and currently lives in the south metro area with his wife and two sons. Outside of work, he enjoys outdoor activities throughout the seasons, including camping, fishing, and hunting. He is involved in community organizations such as Delta Waterfowl, Habitat for Humanity, and the Saint Paul Area Chamber's Ambassador Committee.

Samuel Locke is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Bethel University and A&E Conrad. Outside of his advisory work, Locke is involved in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm employs research-driven, tax-efficient strategies and combines algorithmic tools with professional oversight to deliver tailored, non-discretionary recommendations.

Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Zachery Bancroft is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his financial career, Bancroft was involved with the Experimental Aircraft Association from 2020 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Kevin Kuenster is a CFP® with 33 years of industry experience and is currently with Wells Fargo Clearing, where he has worked since 2016. He previously worked at Wells Fargo Investments, LLC for seven years. 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.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has 18 years of experience in the industry, including a prior role at Wells Fargo Investments, LLC. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and combines research from its investment institute and third-party sources to support diversified portfolio construction.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.