Nickolas Holper is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers.

Marlond Day is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Riversource Distributors, Inc. and Ameriprise Financial Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing both proprietary research and third-party data within a defined investment framework.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

Bradley Lange is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Cetera Advisor Networks LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Christine Kane is a financial advisor at Ameriprise in Minneapolis, MN, with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Gradient Securities, LLC, RIA Registrar, LLC, and RBC Capital Markets. Russell is based in Minneapolis, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rory Cardinal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Hanson is a Financial Consultant at Fidelity Investments, where he currently works to provide financial guidance and planning services. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Investment Consultant, and now Financial Consultant. Matthew holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Over his years of experience in the financial industry, he has developed expertise in both simple and complex financial situations. He focuses on understanding clients' unique circumstances to create straightforward and effective financial plans.

Andrew Ramsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo in 2019. 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 a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Wayne Helm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch as a Financial Advisor in 1996 and holds the Chartered Financial Analyst (CFA) charter as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Wayne is a member of professional organizations including the CFA Institute, CFA Society of Minnesota, and the Certified Financial Planner Board of Standards, Inc. With extensive experience in wealth management, Wayne helps clients pursue their financial goals whether professional, personal, or a combination of both. He leverages the investment insights and banking capabilities of Merrill Lynch and Bank of America, including access to specialists in retirement planning, wealth transfer, insurance, estate, and trust services. He has appeared on the nationally syndicated television program "On the Money" and has been a guest speaker at forums such as the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, and Hamline University’s graduate program in Public Finance. Wayne earned a bachelor's degree in mathematics from Old Dominion University and an MBA in finance from the University of Minnesota, where he was recognized as a Carlson Scholar. He also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Outside of his professional work, Wayne's personal interests include photography, surfing, and swimming.

Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.

Aaron Venasky is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and possessing 17 years of industry experience. He has been with RBC Capital Markets since 2007. Outside of his advisory role, he serves as a scout and helps with roster construction for the Austin Bruins Hockey Club, a junior hockey team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a combination of in-house and third-party investment managers.

Joanne Basile is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2002 to 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients who meet certain net-worth thresholds.

Heather Foley is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Nicholas Kremer is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Ameriprise Financial Services and Robert Half International. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Raymond James Financial Services, Bremer Bank, and Wells Fargo Investments. Kaufman has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework and a range of derivatives and commodities capabilities.

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.