Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Securities America Advisors and service with the US Air Force-GSA. Outside of advising, he is involved in tax preparation and insurance services through his ownership and producer roles in related businesses. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of financial professionals and offering access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Mina Basilious is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Wells Fargo Bank, N.A. from 2018 and Arab Bank from 2014. 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 and supports its clients through both brokerage and advisory solutions.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

D Aundre De Mars is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work history outside of finance, including roles at Luther Brookdale Volkswagen and Blue Collar BBQ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning covering various financial topics, with options to combine planning and managed-account services under a consolidated billing structure.

Mark Rachac is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at VOYA Financial Advisors and Capital Street Financial Services, where he also serves as vice president. Outside of advising, he owns a family farm in Saint Paul, MN. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform with discretionary and non-discretionary program options.

Anthony Patridge is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to Wells Fargo, he worked at U.S. Bancorp Investments and U.S. Bank. 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.

Derrek Hall is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Huntington National Bank, Bremer Bank, and U.S. Bank National Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Michelle Muthiani is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at North Star Resources Group, Securian Financial Services, and CRI Securities. She serves on the finance committee of Sanctuary Covenant Church, focusing on budgeting, internal controls, and investment oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a variety of investment program structures.

Matthew Pfaff is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ameriprise since 2019, with prior roles at Questar Asset Management and The Oak Ridge Financial Services Group. Based in Minneapolis, MN, he has supported clients through various market environments over his career. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brian Whinnery is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at RBC Capital Markets and Global Retirement Partners LLC. Outside of his advisory practice, he serves as a board member for World Archives, LLC, a for-profit entity focused on CHIP (Changing How Individuals Prosper). LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Paul Reichwald is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 21 years of industry experience. He worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years before joining Ameriprise in 2024. Outside of advising, he owns PRJR LLC, a business established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elom Kouessan is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Thrivent, he worked at Charles Schwab & Co., Inc. and spent over a decade at Alorica. 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 focused on a broad range of topics, with options to combine planning with managed-account programs while keeping the services distinct.

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Sensibaugh is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Allianz Life. In addition to his advisory role, Sensibaugh offers life insurance options and manages insurance sales including fixed annuities, long-term care, and disability insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm uses a model-based investment process with tools for asset allocation, optimization, and discretionary management, supported by an extensive platform of brokerage and advisory services.

Jackson Sosnowski is a Series 66-licensed financial advisor with Ameriprise, based in Minneapolis, MN, and has two years of industry experience. Before joining Ameriprise in 2023, he worked at cxLoyalty and was involved with Selfscapes. He also spent four years affiliated with the University of Minnesota and Freeport High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Gary Schwartz is a financial professional with 50 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and North Star Consultants. Outside of financial advising, he is an author of the book "Practice on Purpose" and is a member of a service organization called Six Still Standing. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Ryan Cox is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Ameriprise Financial Services. Outside of his advisory work, Cox serves as a part-time ski racing coach for Team Gilboa, a nonprofit organization that teaches kids to ski race and snowboard. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad array of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Anh To is a financial advisor with Wells Fargo Clearing in Saint Paul, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Ethan Berube is a CFP® with five years of industry experience currently affiliated with LPL Financial in Bloomington, MN. He previously worked at Harbour Investments, Inc. and Wicker Financial Services. Berube is also involved in tax preparation and accounting through Vinar Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.