Patton Hoffarth is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. Their approach includes restrictive enrollment criteria and investment recommendations influenced by proprietary research and affiliated product partnerships.

Jeffrey Lensing is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise in various capacities since 2013. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. 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 with written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of her advisory role, she owns residential rental properties, which are managed by third parties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jasmine Rodriguez is a financial advisor at Wells Fargo Clearing in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2022, including her current role beginning in 2026. Prior to entering the financial industry, her work experience includes roles in retail and food service sectors. 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 supported by extensive research and analytics.

Lilia Kelash is a financial advisor at Ameriprise in Minneapolis, MN, with Series 63 and Series 65 designations and four years of industry experience. Prior to joining Ameriprise in 2022, she worked at Willis Towers Watson and has a diverse background including roles outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes annual advice and a written Recommendation Report focused on tax-aware withdrawal strategies and dependable income sources. The firm uses a centralized service team and algorithmic tools to develop recommendations tailored to clients with a minimum level of investable assets, operating within a product ecosystem that includes affiliated fund options.

Alexander Whitney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and has been with RBC Capital Markets and its affiliated entities since 2018. Whitney serves on the board of directors for Hixon Properties, Inc., a family-owned real estate development company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Max Hellmann is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin - Stevens Point and Fastenal. Outside of his advisory role, he competes in fishing tournaments that offer monetary prizes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Joshua Beck is a CFP® and ChFC® with 24 years of experience in financial advising at Thrivent Investment Management. He has been with Thrivent and its predecessor entities since 2002. Outside of his advisory role, Beck serves on the Senior Leadership Council of Family of Christ Lutheran Church and works as a high school and college football official during the fall season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed account programs and does not accept discretionary trading authority for its planning engagements.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 financial planning across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets activities as part of its platform.

Ann Kirchner is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. She has been with Thrivent Financial and its investment management division since 2016, following a year at Financial Designs, Inc. Outside of her advisory role, Kirchner manages a rental property leased to family members. 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 covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing arrangement.

John Bennett is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Bennett is also the CEO of Bennett, Mastin, Kosmak, Inc., where he is involved in business development, coaching, and support, and serves as president of Bennett Financial Group, Inc., providing financial consulting and mortgage referral services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment program options featuring both discretionary and non-discretionary management, with access to affiliated and third-party managers on a multi-manager platform.

Fizal Kassim is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Securities America Advisors and Fintegra, LLC. Kassim is also involved in insurance sales, focusing on life, health, and annuity plans. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs and third-party manager options.

Melvin Evans Jr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Bankers Life, and currently owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, using model-driven investment strategies and offering access to third-party asset managers, with additional services in insurance and trust custody.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Lyndsay Jankowiak is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2005. 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 supported by research and analytics from the Wells Fargo Investment Institute.

Mallory Vacek is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Mallory worked at Polaris Inc. and spent four years in academic roles at the University of Minnesota and Waconia High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Blake Sandvold is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Sandvold serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by various analytical tools and offers advisors flexibility in strategy implementation.

Ryan Woytcke is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 designation and previously worked at Crown Capital Securities, LP for 20 years. Outside of advising, he is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, including access to third-party managers and institutional platforms, supported by extensive operational tools and a broad network of advisors.