Charles Sandstrom is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 53 years of industry experience, including over 40 years managing his own firm, Sandstrom & Associates. His prior work includes roles at Summit Financial Group and Cambridge Investment Research. He also works as an independent insurance agent. Cambridge Investment Research Advisors serves 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 variety of investment platforms and proprietary strategies.

Andrew Lewis is a financial advisor with Merrill and holds the Series 66 credential. He has four years of industry experience, including roles at Bank of America, JP Morgan Securities, and Wells Fargo. Outside of his advisory work, he has worked as a driver for companies such as Uber, Lyft, and DoorDash on a consulting basis. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Anthony Martinez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2004 and has worked at Wells Fargo Clearing since 2022. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Betz is a financial advisor at UBS Financial Services with 10 years of industry experience. He has been with UBS since 2015 and holds a Series 66 designation. Outside of his advisory role, he serves as the treasurer and a board member of the Delta Chi Housing Corporation, overseeing budgeting, bill payment, and financial reporting for the fraternity’s chapter house at the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Adeline Meyer is a financial advisor with Ameriprise in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Ameriprise Financial Services LLC and various positions related to education and community outreach. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Tracy Edwardsen is a financial advisor with Ameriprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves as a Volunteer Hospitality Lead for a local organizing committee that plans cross-country ski races. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Logan Goetzinger is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials. He has one year of industry experience and has previously worked with Foley Equipment Company, River Creek Farms, and Browns Shoe Fit Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning and managed-account services as separate but consolidated options, focusing on comprehensive planning without discretionary trading authority.

Rachel Holzem is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held a variety of roles in retail and education, including positions at Pandora Jewelry and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jason Soli is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Ameriprise Financial Services, Inc., Optum Financial, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jeffrey Stremmel is a financial advisor with Ameriprise in Minneapolis, MN, holding the ChFC® designation and a Series 63 license. He has 32 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Joseph Dokken is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 66 and Series 63 credentials and six years of industry experience. His background includes service in the U.S. Army from 2015 to 2019, followed by roles at JPMorgan Chase bank NA and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework.

Allen Boesl is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2019 and Wells Fargo Bank, NA since 2016. Outside of his advisory work, he serves as treasurer for the Devonshire Townhouse Association, where he manages budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Jacob Magnuson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and two years of industry experience. His prior experience includes roles at Avantax Advisory Services, MRK Financial Solutions, and TruPlan Financial Planners. Outside of his advisory work, he has worked seasonally as a UPS support driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses across a broad range of planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Melissa Moser is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at Ameriprise Financial Services and Rodan and Fields. Outside of her advisory work, she serves on the boards of the St. Paul Festival and Heritage Foundation and the Juvenile Diabetes Research Foundation’s Minnesota and Dakotas chapter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and incorporates in-house and third-party investment managers, along with options for tax management and responsible investing.

Derek Delsing is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and over 25 years of industry experience. Prior to joining Cetera in 2023, he worked at Securian Financial Services, Inc. and Minnesota Life Insurance Company for eight years. Outside of his advisory role, he is a co-owner of a single-family home rental business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform providing advisors access to affiliated and third-party managers, with services tailored through various program structures and custodial relationships.

Matthew Tuccitto is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Michelle Letch is a financial advisor with Osaic Wealth, Inc. based in Arden Hills, MN, holding Series 63 and Series 65 licenses and has 28 years of industry experience. She has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2013. She also provides fixed insurance products to clients as an agent. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Mark Heller is a financial advisor with Wells Fargo Clearing in Shakopee, MN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings, including insurance vehicles and bank deposit sweep options.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Logan Gacke is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he has experience in fixed insurance sales and has held roles in various other businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with services ranging from portfolio management to retirement plan consulting. The firm operates a multi-manager platform, offering clients access to a variety of investment strategies and program options under discretionary and non-discretionary authorities.