Daniel Niebuhr is a Series 66-licensed financial advisor with Ameriprise in Eagan, MN, and has 10 years of industry experience. He previously worked at American Enterprise Investment Services Inc. for 12 years before joining Ameriprise in 2022. Outside of his advisory role, he and his wife operate a retail business buying and selling antiques, clothes, toys, and collectibles. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Molly Henke is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent since 2004 and affiliated with Thrivent Financial for Lutherans since 2007. Henke serves as a board member of the Waconia Basketball Booster Club, a nonprofit organization supporting local high school basketball programs. 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 planning across various financial topics, with an option to combine planning and managed-account programs under a consolidated billing service called “WealthPlan.”

Martin Mcalpin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Insurance Company since 2013. Outside of his advisory role, he acts as a broker assisting clients with the sale of unneeded life insurance policies through M&E Catalyst Group and owns MM Investments LLC for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and generally recommends investment categories and strategies without discretionary authority.

Creighton Silvain is a financial advisor at UBS Financial Services in St. Paul, MN, with one year of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Cetera Advisor Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Aman Jagga is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at Cetera and its affiliated entities from 2019 to 2025 and also has experience with Genpact. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing personalized reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement recommendations.

Ashley Peper is a financial advisor at Ameriprise Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, previously holding roles at the Twist Davis Group and Blue Plate Restaurant Company. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Jiskra is a financial advisor with Wells Fargo Clearing in Maple Grove, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank and has diverse experience outside finance, including roles in food and beverage services at Hemisphere Restaurants and Levy Restaurants/Xcel Energy Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Thomas Running is a Series 66-registered financial advisor with UBS Financial Services in St. Paul, MN. He joined UBS in 2024 and has prior work experience in various industries including retail and insurance. Before entering the financial sector, he worked at Erik's Bike Shop and the Jeremy Savageau State Farm Agency. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sydney Shah is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera Investment Adviser LLC and Cetera Wealth Services, LLC, Shah was involved with Chain Ritual LLC and Vow’d Weddings. He also has work experience with organizations including Meriprise Financial Services, Surly Brewing Company, and the Minnesota Timberwolves. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Gisella Hernandez is a financial advisor at Ameriprise in Woodbury, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Huntington National Bank, Wells Fargo, and various positions outside the financial sector. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Paul Schmidt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His previous work includes over two decades at Woodbury Financial Services, as well as roles at OSAIC and currently LPL Financial. Outside of advising, he operates a property and casualty insurance business under Paul D Schmidt, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Lawrence Dorman is a financial advisor at Wells Fargo Clearing with Series 63 and 66 designations and four years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, JPMorgan Chase Bank, Bellagala LLC, Stellar Realty, Fidelity Investments, Wells Fargo Bank, and Bon-Ton Stores Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jonathan Enquist is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 credential and has previously worked at OSAIC, Woodbury Financial Services Inc, ProEquities, Inc, and Protective Life. Outside of his advisory role, he is involved in several business ventures including ownership of GHJ Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, using model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Dennis Gholson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior work includes roles at Sherwin Williams and Michaels. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Ward is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 21 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2007. Ward 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 planning in areas such as retirement, income tax, and estate planning, with options to integrate planning and managed-account services under a consolidated billing program called WealthPlan.

Christopher Foy is a financial advisor with Ameriprise in Rosemount, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Shawn Stuart is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Outside of advising, he manages rights related to music he produced prior to 2010. 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 planning across multiple areas without discretionary trading authority, allowing clients to combine planning with managed accounts while keeping services separate.

Stephen Doody is a CFP® with 22 years of industry experience, currently practicing at Edward Jones since 2003. He serves as a director for the South St. Paul Lions and is president of South St. Paul Future, Inc., a nonprofit focused on economic development in South St. Paul, MN. Additionally, he acts as a PA announcer for the South St. Paul School District athletic events. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lawrence Douglas is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has prior experience at Wells Fargo Bank NA and Wells Fargo Advisors, LLC dating back to 2012. Outside his advisory role, he serves as power of attorney for a relative, assisting with elder care matters. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.