Ayefoune Alagbo is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2023, Alagbo held positions at Audi Richfield, Northwestern Mutual, Patagonia, and Genesys Works. 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.

James Healy is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates and is a member of Clarity Solutions Group LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Alex Fjeld is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in the hospitality and retail industries. He was involved in operating hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing third-party advisory programs and diversified investment products.

Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.

Jason Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Raymond Ramirez is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliated entities since 2001. Outside of his advisory role, Ramirez is co-owner of Exeter Operational Support, LLC. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Kolenda is an Investment Consultant currently working at Fidelity Investments since 2024. In his role, he focuses on building a foundation of trust and understanding with clients to empower them in making informed investment decisions. He works with a range of clients, from experienced investors to those just starting out, to develop personalized financial plans. David has accumulated professional experience in the financial industry since 2017. Prior to his current role, he was a Paraplanner and Investment Advisor Representative at RidgeBrooke Tax and Retirement Planning from 2022 to 2024. He also worked as a Broker Agent at TD Ameritrade and Charles Schwab between 2020 and 2021, and as a Defined Contributions Associate at Fidelity Investments from 2017 to 2018. Outside of his professional work, David has interests in camping, fitness, football, military service, outdoor adventures, and parenthood.

Gregory Strunk is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked with Thrivent Financial and has experience providing paraplanner support through Paragon Operations, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service, which offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Peter Schulte is a financial advisor with Mass Mutual Investors Services in Burnsville, MN, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, having worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 1983. Additionally, he has worked as a life and long-term care insurance agent since 2004. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Daniel Ventura is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities and serves as an executor. 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 focused on income stability and tax-aware withdrawal strategies.

Ryan Leum is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he has held positions at Wings Financial Credit Union and the Minnesota Vikings. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stephanie Feldman is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Ameriprise, she worked in health-related coaching and consulting roles, including with Health Talks Online and Chris Kresser, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources through its Ameriprise Premier Retirement Income service.

Jordan Saari is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, with an emphasis on income sources and tax-aware withdrawal strategies.

Brennan Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stinson, LLP for three years and served in the United States Coast Guard for five years. He also held positions at the Hennepin County Attorney Office and the University of Minnesota Law School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Peter Lafferty is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on helping clients achieve their financial goals through in-depth planning and personalized financial strategies. With over 30 years of industry experience, Peter's expertise includes personal retirement planning, tax minimization, and retirement income. Peter holds the CERTIFIED FINANCIAL PLANNER4 designation and the Personal Investment Advisor (PIA) credential. His educational background includes a Master's of Business Administration from Capella University, a Bachelor's degree from the University of Phoenix, an Associate's degree from Thomas Edison State College, attendance at Saint John's University without degree conferred, and a High School Diploma from Cretin High School. He is actively involved in his community through various roles, such as coaching tennis, golf, and hockey, and participating in organizations including Big Brother Big Sisters of the Twin Cities, Edina Soccer Association, and the YMCA at the University of Minnesota. Peter has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2024.

Brett Fenske is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo firms since 2011, including a decade at Wells Fargo Clearing. Fenske is a partial owner of recreational land through an investment-related business interest. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has held concurrent roles at Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. Outside of his advisory work, he is active in community service as a board member and treasurer of multiple Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a range of portfolio management strategies and custody platforms.

Christopher Mathwig is a financial advisor with LPL Financial in Savage, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance from 2009 to 2016 before joining LPL Financial in 2016. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.