Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Andert is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Bremer Bank. He is also involved with Old National Bank advisor referral programs. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services with both discretionary and non-discretionary management options.

Dale Kersten is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. His prior work includes positions at The Home Depot and Exlar Corp. Outside of his advisory role, he serves as an election judge in Dakota County and is a board member of Project Miracle, a nonprofit organization focused on providing resources to underserved communities. Thrivent Investment Management delivers dedicated planning services to individuals, families, businesses, and nonprofits, offering holistic, goal-based analyses across a broad range of financial topics without discretionary trading authority. The firm’s approach allows clients to integrate planning with managed-account programs while maintaining separate service relationships.

Joshua Hinsch is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has been with Ameriprise since 2008, currently serving as an advisor at the firm’s Bloomington, MN office. 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 written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Dario Bilardello is a Series 66 credentialed advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he spent 13 years at the University of Minnesota. 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 programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Grace Thurin is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she held positions in education and community services, including roles at Mankato Area Public Schools and Northfield Retirement Community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a service approach that includes algorithmic automation and oversight to tailor recommendations.

Krista Kurth is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at RBC Capital Markets, LLC since 2017 and previously held positions at Siteimprove and Origin Meals. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate multiple investment managers, tax management options, and responsible-investing screens.

Scott Fleming is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., SII Investments, Inc., and MN Financial Alliance. He is also an owner and advisor of Minnesota Financial Resources Inc., a financial services business that markets insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Richard Mukomela is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lisa Baker is a financial advisor with RBC Capital Markets in Edina, MN. She holds a Series 66 designation and has 25 years of industry experience. Her prior work includes eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management, financial planning, and brokerage services.

Lisa Mulcare is a CFP® and ChFC® with 34 years of experience in the financial services industry. She has been with Ameriprise since 2005, currently serving as an advisor in Minneapolis, MN. Outside of her advisory role, she is involved in business ownership, including a brewpub in Minneapolis. Ameriprise is an institutional firm offering retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Alex Jacobson is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in construction, retail, and education. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with program sponsors and managers to provide advisory and brokerage solutions.

Anthony Larson is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations through a centralized consulting team.

Kimberly Crook is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with two years of industry experience. She previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2021 to 2023. Before entering the financial industry, Kimberly had roles in education and caregiving. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a variety of advisory programs supported by a structured planning process and advanced modeling tools.

Gena Wey is a Series 66 licensed financial advisor with Edward Jones in Savage, MN, bringing three years of industry experience. She previously worked at WolfNet Technologies and Forum Communications. In addition to her advisory role, she has performed administrative tasks as an assistant for a local CPA firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.

Stephen Williams is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services from 2017 to 2025 and The Related Companies from 2016 to 2017. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio construction using various investment vehicles and third-party platforms.

Anthony Mason is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Mason is also a registered team member at May, Inc., where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gregory Blackwood is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. In addition to his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Genevieve Bajaj is Vice President, Wealth Planner at Fidelity Investments. In her role, she works with clients to align their personal and financial goals through a consultative approach. She emphasizes increasing financial literacy as a key part of curating and implementing financial plans tailored to wealth accumulation, preservation, or balancing both. Genevieve has professional experience spanning over a decade in financial services. She has held positions as a Wealth Planner and Financial Consultant at Fidelity Investments since 2021. Prior to that, she worked as an Associate at NorthRock Partners from 2017 to 2021 and as a Private Client Banker at J.P. Morgan Chase from 2010 to 2017. Outside of her professional work, Genevieve enjoys activities such as biking, Pilates, and running. She is also a parent and has an interest in food.