Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

Seth Warren is a Series 66-credentialed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he owns Mainstay Strategic Partners LLC, providing consulting and small business services, and WiseBranch LLC, which focuses on coaching and consulting financial advisors and small business owners. He also serves on the board of directors for Life Raft, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning through written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alex Peterson is a Financial Consultant I at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their family and personal goals. He focuses on making the financial planning process clear and comfortable, aiming to provide clients with confidence in their financial future. Alex has experience in various roles at Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2024 to 2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024.

Matthew Nelson is a financial advisor with LPL Enterprise, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Fisher Investments and Prudential Financial. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines model portfolios, third-party asset management, and insurance products.

Shane O Donnell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following a year at Hommati and ongoing self-employment since 2020. Outside of finance, he engages in contract-based photography and videography work. Ameriprise offers retirement-income planning services primarily for clients 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.

Mark Gottlieb is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with North Shore Capital Management since 2007 and also owns and develops software at Command Software Systems. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit clients, using personalized planning and analytical tools. The firm supports a broad network of advisors and maintains specialized offerings including municipal advisory services and SIMPLE IRA consulting programs.

Joseph Piche is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Daniel Goldsmith is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. He has worked with MassMutual Insurance Company and Mass Mutual Investors Services since 2011. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars.

Benjamin Long is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Prior to this, he was involved with Long Range Financial and has experience outside of advising, including roles at Maranatha Christian Academy and the PGA Tour Superstore. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research.

Joshua Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Securities America Advisors and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Nathaniel Branwall is a Senior Financial Advisor with the Blasko Wealth Management Group at Merrill Lynch Wealth Management. He works closely with successful professionals and business owners, focusing on integrating equity compensation, carried interest, and exit planning into tailored financial strategies. Nathaniel emphasizes the importance of creating financial plans that evolve with clients' changing circumstances and goals. His areas of expertise include college education planning, corporate executive services, executive and equity compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Nathaniel holds a Bachelor's Degree from the Minnesota State College & University System. Outside of his professional role, he maintains an active lifestyle pursuing activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is involved in community efforts including serving as a Board Member of the Norske Torske Klubben and supporting the American Foundation for Suicide Prevention (AFSP).

Michael Jacobs is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to guide client decisions.

John Falldin is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2020. Outside of his advisory role, he has provided a mortgage loan to a family member. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations primarily for clients holding Ameriprise-managed accounts.

Schuyler Woodhull III is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 designations and brings 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Resources from 2006 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to support collaborative, annual financial planning engagements.

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dante DAquila is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop unique financial plans and investment strategies. He focuses on understanding each client's individual situation and simplifying complex financial concepts to aid informed decision-making. Dante has gained extensive experience in the financial industry through various roles, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Senior Internal Consultant at Janus Henderson Investors. His background provides him with insight into handling both straightforward and complex financial situations. Outside of his professional work, Dante enjoys activities such as fishing, golf, movies, music, snowboarding, and traveling.