Christopher Holthe is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Matthew Johnson is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 designation with 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 to deliver personalized retirement planning, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by a dedicated consulting team.

Brandon Larson is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Advisors since 2026. He previously worked at UBS Financial Services Inc. for 13 years. Outside of his advisory role, Larson is an officer of Lakeview Partners LLC, a company involved in a technology license agreement. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products and referral channels.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 licenses and have worked in various roles within Fidelity since 2015, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Taylor White is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has been involved with Vision Financial Group since 2013, where he serves as a director. He is also owner or partner of several related business entities, including Vision Holdings LLC and Financial Integrators. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and strategies, combining proprietary models and third-party solutions, with options for discretionary and non-discretionary management.

Bryan Savage is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and First Allied Advisory Services. 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 wide range of financial planning and portfolio management services, leveraging both proprietary research and third-party asset managers across various strategies.

Mitchell Levin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at TCF Bank. Levin is currently based in Wayzata, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul King is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. He serves on the board of directors for the Maple Grove Lutheran Foundation, where he leads fundraising and disbursements to other nonprofits. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Aleksandra Munson is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she works as a sales associate at a women's athletic clothing store. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services.

Anton Gougeon is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UBS. Gougeon is based in Lakewood, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Baird in 2019. Kinnard holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Amy Lundstrom is a financial advisor with Ameriprise in Plymouth, MN. She holds a Series 66 designation and has six years of industry experience. Prior to Ameriprise, she worked at Constellation Wealth Group and spent 19 years at NorthRock Partners. She is also involved in real estate ownership outside of her advisory work. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

David Buck is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. His prior work history includes roles at Bank of America, Fisher Investments, and Morgan Stanley. In addition to his advisory work, he serves in the Army National Guard and owns a business that manufactures and sells outdoor equipment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, institutions, and charitable organizations.

Gregory Kuehn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Taylor Koczur is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor for Strand & Associates, a separate entity managing his advisory practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendations and ongoing advice.

Kendra Kosek is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Symmetry Lending and has experience in other service industries. 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 and integrates advisory offerings with various financial product sales and referral channels.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.