Joseph Faulkner is a financial advisor with Ameriprise in Mound, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports through a centralized consulting team.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Sandra Larson is a financial advisor with LPL Financial in Edina, MN, holding a Series 63 designation and 23 years of industry experience. She previously worked at SAGEPOINT FINANCIAL for eight years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of investment strategies and operational tools to its network of over 22,800 advisors.

Larry Olson is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he is involved with several investment-related businesses including Vista Wealth Management, Larren Investments, LLC, and Olson GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with other financial product offerings.

Jonathan Rice is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 27 years of industry experience. His prior roles include positions at Securities America Advisors and Questar Capital Corporation. He is also the owner of JVR Management, an LLC used solely as a tax entity with no active business operations. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a broad network of financial advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include a variety of investment types and supports both discretionary and non-discretionary management.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.

Benton Olson is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 credential and 11 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Prior to joining Morgan Stanley, he referred a health insurance plan setup for a brewery through Flagship Insurance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and analyses.

David Graff is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2014 and is also a co-owner of Graff Ltd., a tax preparation business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver written recommendations through a centralized consulting team.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. 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 planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Mark Ruark is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advisory work, he is a board member of a proposed startup, Luce Line Brewing, based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Sean Lutz is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

John Falldin is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated entities, where he worked from 2002 to 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

David Toohey Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2009. He has 39 years of industry experience. David operates a business under the name Investors Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advisor-facing technologies and a broad network of over 22,800 advisors.

Jack Flynn is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. His prior roles include positions at JPMorgan Securities, JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo. Outside the financial sector, he has experience working in the fitness industry and 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 that provides retirement income planning with written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies.

Gary Wallstein is a financial advisor with Raymond James Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Raymond James Financial since 2006 and serves as an independent contractor for NorthStar Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.