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.

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.

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Dean Dawson is a CFP® with 33 years of experience in the financial industry. He has been with Ameriprise since 1992 and is currently based in Shakopee, MN. Outside of his advisory role, he volunteers to provide financial advice to clients with cancer through the Angle Foundation. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet certain asset criteria. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Peter Gabler is a Certified Financial Planner® with 25 years of industry experience. He has worked at UBS Financial Services since 2006 and was previously with U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

Andrew Jankowiak is a financial advisor with LPL Financial in St. Louis Park, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Old National Bank, Bremer, Raymond James Financial Services, Bank of America, Merrill, BMO Wealth Management, and Wells Fargo Investments. He is involved in advisor referral programs at Old National Bank through LPL Financial. 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 range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both discretionary and non-discretionary investment strategies.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.