David Wendel is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Outside of his advisory role, he owns two mechanical parts sales businesses based in Hamel, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rory Brown is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Rhythm City Casino and Uncle Bill’s Pizza. Rory has been with Thrivent and its affiliates since 2022. 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 analyses and integrates planning with managed accounts under its “WealthPlan” program, while maintaining separate planning and portfolio management services.

James Ries III is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2023. Ries has a background that includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities. Outside of his advisory work, he is involved in fixed insurance sales through North Star Consultants and P&C Sales and operates a financial services business under North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management, financial planning, and specialized retirement services through a multi-manager platform with access to various investment strategies and custodial relationships.

Michael Sisson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. 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.

Tyler Sherman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise in various capacities since 2017. Prior to his advisory career, he held roles at the University of St. Thomas. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Grant Gilmore is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at OSAIC Wealth, Inc. and Financial Dimensions Group, and has a background that includes teaching and contracting roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Audree Ginsburg is a financial advisor at RBC Capital Markets with CFP® and Series 66 credentials and two years of industry experience. Prior to joining RBC, she has held positions at Rover and JPMorgan Chase & Co. She serves on the board of directors for Loring Collective, a nonprofit that supports queer creatives in the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs tailored to client risk profiles. The firm utilizes both in-house and third-party managers and provides integrated portfolio management, financial planning, and brokerage services.

Mason Heath is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at several firms including Capital Street Financial Services Inc., where he also serves as an administrative assistant providing operational support. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients from individual investors to institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Gavin Burns is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Hallett Financial, Bremer Bank, and Raymond James Financial Services Advisors Inc. Outside of his advisory role, he has advised clients at Bremer Bank. RBC Wealth Management serves a diverse client base including individuals, institutions, and charitable organizations, offering various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles. The firm combines in-house and third-party investment managers and provides access to alternative investments and integrated lending solutions.

Kevin Mc Neely is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining RBC in 2026, he worked at Ameriprise Financial Services, LLC and its affiliated entities from 2017 to 2026, and at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates in-house and third-party investment managers, with a wide range of options including tax management and responsible investing.

Thomas Becker is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2006 and also works at Data Recognition Corporation. Becker is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Abduselam Adem is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63, Series 65, and Series 66 licenses and has been in the industry since 2024. His prior experience includes roles at Huntington National Bank and Wells Fargo Bank, NA, as well as academic positions at St. Cloud State University and Bahirdar University. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 sources.

Tyler Sevlie is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Ameriprise since 2016, working across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Garret Colao is a financial advisor with Cetera, holding CFP® and Series 66 designations and with 10 years of industry experience. He has worked at several firms including North Star Resource Group and Securian Financial Services. Outside of his advisory work, he serves on the advisory board of The Phoenix Residence Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Adam Larson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2026 and previously worked in investment and administrative roles at Duquesne University and had employment experience with the Pittsburgh Steelers Stadium Incorporated. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

Dennis Sseruwooza is a financial advisor at Ameriprise in Farmington, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in senior care roles, including positions at Cassia Apple Valley Villa and Entrust Care. Outside of advising, he has provided assistance with activities of daily living for persons in long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dickerson is a CFP® professional with 27 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he collects passive farm rental income as a landowner. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed-account programs under consolidated billing.

Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various investment programs.

Sahand Elmtalab is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. He has been with MassMutual and its affiliated firms since 2013. Outside of his advisory role, he is involved in sports memorabilia trading, serves on a city economic development authority committee, and holds positions in multiple business ventures including sales consulting and real estate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative client relationships and goal-based investment strategies.

Sheilah Lynch is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her financial advisory role, she pursues creative and musical interests as a songwriter and artist. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.