D Aundre De Mars is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work history outside of finance, including roles at Luther Brookdale Volkswagen and Blue Collar BBQ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning covering various financial topics, with options to combine planning and managed-account services under a consolidated billing structure.

Mark Rachac is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His career includes roles at VOYA Financial Advisors and Capital Street Financial Services, where he also serves as vice president. Outside of advising, he owns a family farm in Saint Paul, MN. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform with discretionary and non-discretionary program options.

Christine Ansley is a financial advisor with Osaic Wealth, Inc. in Arden Hills, MN, holding a Series 66 credential and six years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020 and has been associated with Financial Dimensions Group Inc. since 2016. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management while maintaining a complex corporate structure involving multiple mergers and private-equity ownership.

Anthony Patridge is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at U.S. Bancorp Investments and U.S. Bank. Outside the financial sector, he has experience in the food service and delivery industries with Raising Cane's, DoorDash, and Dairy Queen. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Derrek Hall is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses. He has two years of experience in the industry, including prior roles at Huntington National Bank, Bremer Bank, and U.S. Bank National Association. 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 range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Muthiani is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at North Star Resources Group, Securian Financial Services, and CRI Securities. She serves on the finance committee of Sanctuary Covenant Church, focusing on budgeting, internal controls, and investment oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a variety of investment program structures.

Matthew Pfaff is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes positions at The Oak Ridge Financial Services Group, Inc., Questar Asset Management, and Questar Capital Corporation. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brian Whinnery is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2016, as well as Hays Financial Group and Global Retirement Partners. Whinnery serves as a board member for World Archives, LLC, a for-profit organization associated with CHIP (Changing How Individuals Prosper). LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and various portfolio management options.

David Hitchcock is a CFP® and ChFC® with 35 years of industry experience. He has worked at OSAIC since 2026 and previously spent over two decades at G.A. Repple & Company and Northtown Capital Strategies. Hitchcock has also been self-employed since 1989. OSAIC serves a broad client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and portfolio management, utilizing proprietary tools and third-party platforms to construct diversified investment portfolios.

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jackson Sosnowski is a Series 66-licensed financial advisor with Ameriprise, based in Minneapolis, MN, and has two years of industry experience. Before joining Ameriprise in 2023, he worked at cxLoyalty and was involved with Selfscapes. He also spent four years affiliated with the University of Minnesota and Freeport High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Gary Schwartz is a financial professional with 50 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and North Star Consultants. Outside of financial advising, he is an author of the book "Practice on Purpose" and is a member of a service organization called Six Still Standing. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN, holding a Series 63 credential and 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2004. Outside of his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party models, across multiple platform arrangements with both discretionary and non-discretionary strategies.

Anh To is a financial advisor with Wells Fargo Clearing in Saint Paul, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Glenn Stewart is a financial advisor with Ameriprise, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers 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 written recommendation reports, primarily focusing on assets managed within Ameriprise accounts.

David Spehar is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2017. He also has a longstanding affiliation with ThinkEquity Partners LLC, beginning in 2003. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Joel Ottley is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan in 2022, he worked at Target for six years and has also been involved with Clear Cut Xteriors LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, offering services on a non-discretionary basis.

Robert Harris is a financial advisor at Ameriprise with 29 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1996 and continues to work with Ameriprise in Stillwater, MN. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with advisor input and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mitchell Miller is a financial advisor at Edward Jones in St. Paul, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation for eight years, Uponor for one year, and Domino's Pizza for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.