Michael Taube is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and over 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, delivering detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Ryan Thimjon is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. Prior to joining RBC in 2025, he worked at Korn Ferry for eight years and Feltl and Co for three years. Outside of advisory work, Thimjon serves on the board of directors for the homeowners association of his condominium building. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

James Crenna is a CFP® with 50 years of experience in the financial industry and has been with Stifel since 2006. He is based in Golden Valley, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Rotary Club of Plymouth, where he participates in fundraising activities. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and allocation guidance.

Hector Millan Alvarado is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise and its affiliate since 2017, following two years at Daikin Applied. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Zachary Pritz is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior roles include teaching positions at Veritas Christian Academy, Lake House Academy, and Henderson County Schools, as well as working at ShareWell Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial recommendations on a range of topics without managing client assets directly. The firm combines goal-based planning with managed-account options under its WealthPlan program, emphasizing ongoing client reviews and separation of planning from investment management.

Katherine Gowans is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and six years of industry experience. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeremy Noyes is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the ChFC® and Series 63 designations and has been with MML Investor Services, Inc. and MassMutual since 2004. Outside of his advisory work, he serves on the board of Twins Community Fund, assisting with ticket sales. Mass Mutual Investors Services provides financial planning and advisory services to individuals, business owners, trusts, estates, and charitable organizations, offering asset management and educational programs through its institutional platform.

Pauline Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 40 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive and goal-based financial planning that addresses various topics such as retirement, tax, estate, and special needs, without including implementation of recommendations. The firm enables clients to integrate planning with managed-account programs through its WealthPlan offering while maintaining separate planning and portfolio management services.

Sara Noyes is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Mass Mutual Life Insurance Company since 2020 and has worked at Mass Mutual Investors Services and M&E Catalyst since 2015. Outside of her advisory work, she is involved in the Twins Community Fund, serving on the board in ticket sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations offered through separate arrangements.

Peter Schnobrich is a financial advisor at Cetera with four years of industry experience. He previously served in the United States Air Force for 21 years and worked at American Heritage Bank before joining Cetera in 2022. Schnobrich also serves as the treasurer for the Providence Academy Parent Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to multiple program structures and custodial relationships.

Kelly Buda is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2019, Buda worked at Allianz Life Insurance Co of North America and Questar Capital Corporation from 2011 to 2019. Outside of his advisory role, he holds power of attorney for both his spouse and sister in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Craig Saeger is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Bank NA and Wells Fargo Advisors LLC. Outside of finance, he operates several outdoor-related businesses, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caleb Barrett is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2017, previously working at Thrivent Financial and Thrivent Investment Management. 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 tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

William Weyandt is a Senior Financial Advisor specializing in helping individuals, families, and businesses achieve complex financial goals through comprehensive planning. He leads the Bentley|Weyandt Group, which employs robust financial modeling and analytical tools to design thorough plans supporting clients' aspirations and maximizing opportunities. Their focus includes tax-efficient strategies, retirement and income planning, legacy and estate planning, investment management, and financial strategies for families with special-needs children. Bill holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science degree from the University of Minnesota System. His client services encompass college education planning, executive compensation, legacy planning, managing new wealth, retirement income, and philanthropic planning, among other areas. Born and raised in Minnesota, Bill resides in the south metro area with his wife and three children. Outside of his professional work, he enjoys spending time with family and friends, participating in outdoor activities such as fishing and camping. He is involved with organizations including Delta Waterfowl, Habitat For Humanity, and the Saint Paul Area Chamber's Ambassador Committee.

Samuel Locke is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Bethel University and A&E Conrad. Outside of his advisory work, Locke is involved in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm employs research-driven, tax-efficient strategies and combines algorithmic tools with professional oversight to deliver tailored, non-discretionary recommendations.

Kevin Kuenster is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Kuenster has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Mina Basilious is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2018 and previously at Arab Bank from 2014 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.