Larry Olson is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he is involved with several investment-related businesses including Vista Wealth Management, Larren Investments, LLC, and Olson GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with other financial product offerings.

Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

Seth Warren is a Series 66-credentialed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he owns Mainstay Strategic Partners LLC, providing consulting and small business services, and WiseBranch LLC, which focuses on coaching and consulting financial advisors and small business owners. He also serves on the board of directors for Life Raft, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning through written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alex Peterson is a Financial Consultant I at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their family and personal goals. He focuses on making the financial planning process clear and comfortable, aiming to provide clients with confidence in their financial future. Alex has experience in various roles at Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2024 to 2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024.

Matthew Nelson is a Series 66-licensed financial advisor at LPL Enterprise with two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Fisher Investments. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities by providing investment advisory and brokerage services. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and it offers access to financial planning, third-party asset managers, and various affiliated services.

Shane O Donnell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following a year at Hommati and ongoing self-employment since 2020. Outside of finance, he engages in contract-based photography and videography work. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Gottlieb is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with North Shore Capital Management since 2007 and also owns and develops software at Command Software Systems. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit clients, using personalized planning and analytical tools. The firm supports a broad network of advisors and maintains specialized offerings including municipal advisory services and SIMPLE IRA consulting programs.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Joseph Piche is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. 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 various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Daniel Goldsmith is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. He has worked with MassMutual Insurance Company and Mass Mutual Investors Services since 2011. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to 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 in its approach and delivers recommendations through a centralized consulting team.

Mark Ruark is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advisory work, he is a board member of a proposed startup, Luce Line Brewing, based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Benjamin Long is a financial advisor at LPL Financial in Maple Grove, MN, holding a Series 66 credential with one year of industry experience. He previously worked at Long Range Financial and has experience in education through roles at Maranatha Christian Academy. 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 third-party asset management, supported by a large network of investment adviser representatives.

Joshua Nelson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, with prior roles at Securities America Advisors, National Planning Corporation, and Thrivent Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nathaniel Branwall is a Wealth Management Advisor with the Blasko Wealth Management Group, where he works closely with successful professionals and business owners to navigate the complexities of their wealth. His approach begins with understanding each client's unique circumstances and goals, allowing him to craft tailored financial strategies that incorporate aspects such as equity compensation, carried interest, and exit planning into a comprehensive long-term roadmap. Nathaniel emphasizes the adaptability of financial plans, adjusting them as clients’ life circumstances evolve. He leverages the guidance of the firm's Chief Investment Office, investment specialists, and external consultants to design portfolios that align with clients’ objectives. His expertise includes college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. Nathaniel holds the designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA), and he earned his Bachelor's degree from the Minnesota State College & University System. Outside of his professional role, Nathaniel lives in Plymouth and maintains an active lifestyle, enjoying activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is engaged in community involvement through nonprofit organizations including the American Foundation for Suicide Prevention and serves as a Board Member of the Norske Torske Klubben.

Michael Jacobs is a financial advisor with Raymond James Financial, holding a Series 66 designation and 29 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates for 17 years before joining Raymond James in 2023. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, using analytical tools to support client goals and maintains unique municipal and SIMPLE IRA advisory programs.

John Falldin is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated entities, where he worked from 2002 to 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Schuyler Woodhull III is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 designations and brings 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Resources from 2006 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to support collaborative, annual financial planning engagements.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”