Brandon Morrell is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliates since 2011, with brief tenures at U.S. Bancorp Investments and Cadaret Grant & Co. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on personalized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

William Vargas III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank NA for much of his career, with brief tenures at BMO Bank NA and LPL Financial. Outside of his advisory role, he works as a customer service associate at Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, providing a broader range of financial products than many large institutional advisers.

Aaron Adams is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 12 years. Outside of his advisory role, Adams works as a Door Dash delivery driver on weekends. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Peter Johnson II is a financial advisor with Wells Fargo Clearing in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryant Waller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Emily Barber is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent and its affiliated entities since 2025. Prior to joining Thrivent, Barber held various roles including five years at The Freelance CFO and earlier positions in hospitality and photography. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option combining planning with managed-account services while maintaining these functions separately.

Chad Holtz is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory role, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation in Blaine, MN. 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 services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Crystal Soderlind is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Thrivent since 2014. Outside of her advisory role, she judges high school speech competitions in Chaska, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning, while maintaining these services separately from portfolio management.

Todd Yeiter is a CFP® with 30 years of industry experience, currently serving at Thrivent Investment Management Inc. since 2002. He is based in Minneapolis, MN, and holds the Series 66 designation. 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 across a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

David Wendel is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Outside of his advisory role, he owns two mechanical parts sales businesses based in Hamel, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rory Brown is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Rhythm City Casino and Uncle Bill’s Pizza. Rory has been with Thrivent and its affiliates since 2022. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and integrates planning with managed accounts under its “WealthPlan” program, while maintaining separate planning and portfolio management services.

James Ries III is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2023. Ries has a background that includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory work, he is involved in fixed insurance sales through North Star Consultants and P&C Sales and operates a financial services business under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management, financial planning, and specialized retirement services through a multi-manager platform with access to various investment strategies and custodial relationships.

Michael Sisson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. 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.

Tyler Sherman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise in various capacities since 2017. Prior to his advisory career, he held roles at 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 focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Audree Ginsburg is a financial advisor at RBC Capital Markets with CFP® and Series 66 credentials and two years of industry experience. Prior to joining RBC, she has held positions at Rover and JPMorgan Chase & Co. She serves on the board of directors for Loring Collective, a nonprofit that supports queer creatives in the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs tailored to client risk profiles. The firm utilizes both in-house and third-party managers and provides integrated portfolio management, financial planning, and brokerage services.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Mason Heath is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at several firms including Capital Street Financial Services Inc., where he also serves as an administrative assistant providing operational support. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients from individual investors to institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Kevin Mc Neely is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining RBC in 2026, he worked at Ameriprise Financial Services, LLC and its affiliated entities from 2017 to 2026, and at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates in-house and third-party investment managers, with a wide range of options including tax management and responsible investing.