Evelyn Rhines is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 credential and has worked at firms including City National Bank, RBC Capital Markets, and Scottrade. Outside of finance, she owns several sole proprietorships focused on health, wellness, and motorcycle riding. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios.

Derek Steele is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Lakeville, MN, and has 11 years of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jamie Lexvold is a financial advisor at Edward Jones with seven years at the firm and five years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked as an independent contractor shopper for Instacart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Carson Jones is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Brian Benz is a financial advisor at Edward Jones in Edina, MN, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Julio Castillo is a financial advisor at RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Michael Nakashima is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera in Bloomington, MN. He previously worked for Concourse Financial Group Securities Inc. for nine years and has operated Innovate Financial Inc. since 2007. Outside of his advisory role, Nakashima works as an educator and trainer for the Federal Executive Board of Minnesota, providing federal benefits education to state agencies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, utilizing both affiliated and third-party investment managers.

David Hiatt is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with Charles Schwab since 2011, including a role at Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Scott Yeomans is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has held prior roles with institutions including Northwestern Mutual, Thrivent Financial, and Securian Financial Services. Yeomans also teaches at the University of Northwestern Saint Paul. LPL Financial serves a broad range of clients—including individuals, retirement plans, banks, and charitable organizations—through a national network of advisers. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by model portfolios and research.

Kevin Bille is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Based in Minnetrista, MN, he holds a Series 63 license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice.

Teisha Berger is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Frank Shimkus Jr. is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with LPL Financial since 2017 and was previously with National Planning Corporation and Burns Brother Financial Group, where he has maintained a long-standing affiliation. Outside of advisory services, he is an independent agent for non-variable life insurance and operates business entities related to wealth management and tax planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing research and model portfolios from LPL Research and third-party subadvisors, while also providing various institutional services and technology-driven investment solutions.

Bruce Lick is a financial advisor with Wells Fargo Clearing in St. Paul, MN, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, he co-owns Lost Mallard Studio, where he provides voice talent. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christian Lewis is a financial advisor with Ameriprise in Burnsville, MN, holding Series 65 and Series 66 licenses and with 19 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and Waddell & Reed. Lewis also served with the Lakeville Fire Department for 13 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexandra Stanton is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at United Planners Financial Services and ProEquities Inc. Outside of her advisory role, she is involved in independent insurance agencies and owns a real estate business. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides diverse investment implementation options through various platforms and proprietary as well as third-party model strategies.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Nathan Roberts is a financial advisor at Ameriprise with one year of industry experience. He previously worked at RBC Wealth Management and was employed at Mendakota Country Club for six years before entering the financial services industry. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and emphasizes the use of managed accounts and algorithmic automation in its recommendations.

Randy Albrecht is a financial advisor with Merrill in Bloomington, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked in various roles including delivery for Doordash and positions at Kroger, University of Phoenix, and Farmers Insurance. Outside of his advisory work, he continues to deliver food for Doordash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Ryan Greiber is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Before his advisory career, he was involved with the University of Wisconsin-Madison Office of Admissions and Recruitment. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.