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 licenses and four years of industry experience. His prior roles include positions at Caissa Wealth Strategies and MPPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mikkie Hoang is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and 7 years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in client assets and offers both brokerage and advisory solutions.

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.

Christopher Hager is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Hager has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Miller is a Series 66-licensed financial advisor with Ameriprise, based in Zimmerman, MN, and has 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing structured recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise.

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 CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He currently works at Morgan Stanley and has held prior positions at Wells Fargo Advisors and Wells Fargo Clearing. He is based in St. Paul, MN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including 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 modeling techniques.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

Derek Scanlon is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at RiverSource Distributors Inc for five years before joining Ameriprise in 2020. Outside of his advisory role, he serves as an unpaid assistant softball coach. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver customized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Tyler Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing and related entities 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Mohammed Aljazi is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has a longer tenure at Wells Fargo Bank, NA beginning in 2015. 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.

Anita Adkisson is a financial advisor with Ameriprise in Brooklyn Park, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports delivered in partnership with the client's financial advisor.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Casey Rogde is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked in education at Champlin Park High School and Andover High School. Outside of finance, he has worked as a server at Bakers Square. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jamie Richter is a financial advisor with Ameriprise in Isanti, MN, holding CFP® and Series 63 designations and bringing 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Hunt is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Blaine, MN, with six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Hunt serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and community engagement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses and allows clients to combine planning with managed-account programs under consolidated billing, serving through a network of financial advisors.