Andrew Pudwill is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2016 and at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he owns and operates Telaris LLC, a small business focused on client acquisition and software setup. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to assist clients in working toward their financial goals. She emphasizes an educational approach to creating comprehensive retirement and investment plans, aiming to tailor strategies to what is most important to each client. Maria's professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2024. Prior to that, she was a Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC and a Business Operations Senior Analyst Client Service Advisor at Securian Financial Services. She began her career as a Financial Representative with New York Life Insurance Company. Maria holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, exploring food, gardening, and spending time with pets.

Adam Himelson is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory role, Himelson is involved in event planning through Himelson Enterprises Inc. Osaic Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo, Une worked at Ameriprise for one year. 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 from Wells Fargo Investment Institute and third-party sources.

Joseph Meyer is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and nine years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lucas Aubin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Caissa Wealth Strategies and MPPL Financial. 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.

Mikkie Hoang is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and with Wells Fargo Bank, NA since 2016. 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 from Wells Fargo Investment Institute and third-party data.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brenda Ingli is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial, RBC Capital Markets, and EFS Advisors. 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, third-party asset management, and institutional platforms.

Christopher Hager is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including previous roles at Wells Fargo Investments, LLC. 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 integrates research and analytics with a diversified investment approach.

Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.

Roderick Dixon is a financial advisor with Fidelity Investments in Minneapolis, MN, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Scottrade, Uber, Angi Homeservices, and the US Census Bureau. Fidelity's Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Steven Miller is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its predecessor firms since 2003. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Connelly is a CFP® professional with 23 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, Focus Financial, and Jackson National Life Distributors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, employing a model-based investment approach that incorporates portfolio optimization, risk assessment tools, and a range of managed account strategies.

Jason Christenson is a Series 66-licensed financial advisor at Edward Jones in Lakeville, MN, with 13 years of industry experience, all of which have been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joel Kram is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, including retirement and estate planning, while keeping planning services separate from portfolio management.

Emily Malecha is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. She is the owner of E. Malecha, LLC, a financial services firm, and is also affiliated with North Star Resource Group. Her prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Allen Short is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing and Merrill. He holds the Series 66 license and is based in St. Paul, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and financial planning services, using structured discovery conversations and firm-approved tools to develop tailored plans.

Tristan Lehnen is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Dodge of Burnsville and Crisp and Green. He operates a DBA, Turning Leaf Financial, as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of advisory programs, including third-party asset managers and LPL-sponsored programs, focusing on matching clients to suitable investment models based on risk tolerance and plan information.