Thomas Sorensen is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and with 32 years of industry experience. He has been associated with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. Outside of advising, he is involved in the sales of non-investment home-related products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Alexander Kruser is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Ryan Grant Investments and NEXT Financial Group. He also serves as a Munition Systems Specialist in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Bauman is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Choice Auto Protection LLC and Allianz Life Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and combines planning with managed-account options under a consolidated billing system called “WealthPlan.”

Jeffrey Dobbelmann is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a nine-year tenure at RBC Capital Markets. Outside of his advisory role, Dobbelmann serves as President of the Northern Lights Car Club. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Hylen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held various roles in education and the public sector, including positions at Gustavus Adolphus College and St. Peter Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Will Pederson is a financial advisor with Robert Baird & Co. in Edina, MN. He holds a Series 66 designation and has been with Robert Baird since 2025. His prior experience includes roles at Hyvee, Alerus Financial, and involvement in collegiate and community organizations. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations with services ranging from financial planning and portfolio management to specialized separately managed accounts. The firm combines internal research, manager selection, and advanced strategies including tax management and direct indexing to provide comprehensive advisory solutions.

Benjamin Wels is a financial advisor with Charles Schwab & Co., Inc. based in Eden Prairie, MN, holding Series 66 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Anna Reichenberger is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she held positions at Lululemon and Wells Fargo Advisors. 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 through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Lawson is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Outside of his advisory work, he is involved in real estate ownership unrelated to his investment practice. 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 recommendations and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.

Paul Harris is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficient strategies and modeling, with an emphasis on assets held in Ameriprise Managed Accounts.

Jay Bibelheimer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, leveraging both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.

Stacey Nelson is a CFP®-designated financial advisor with 20 years of industry experience, currently with Edward Jones since 2020. Prior to joining Edward Jones, she worked for 19 years at Birchwood Financial Partners Inc. She has held a distributor role at Enagic, although it is currently inactive. Edward Jones is a full-service wealth management firm serving individuals and institutions with over $1 trillion in assets under management, supported by a large nationwide network of financial advisors and branch offices.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding CFP® and ChFC® designations and over 41 years of industry experience. His prior work includes roles at National Planning Corporation and Discovery Financial Centers, Inc. He serves as Treasurer for the Lakeville Area Chamber Foundation. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad spectrum of financial activities.

Nathan Rolstad is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is employed in customer service at Target. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Muschenheim is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its subsidiary since 2005. Muschenheim serves on the investment board of the Minnesota Colorectal Cancer Research Foundation, helping design and implement the foundation’s investment plan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Shinar is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Shinar owns MJW Group LLC, which provides backoffice support for franchise advisors, and serves on the Board of Directors for the Park Nicollet Foundation. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports primarily for clients with Ameriprise-managed accounts.

Tucker De Vos is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with one year of industry experience. His background includes roles in education and business operations across several organizations. 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 written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cole Buhl is a financial advisor at Ameriprise with four years of industry experience and holds the Series 66 designation. Prior to joining Ameriprise in 2022, he worked at Fathom Advisors, Amec Home Loans, and has served as an independent hockey official since 2015. He is involved as an on-ice official with various Minnesota hockey organizations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.