Matthew Nugent is a financial advisor at Ameriprise with a Series 66 designation. He has recently transitioned from a career in the pharmaceutical and biotechnology sectors, where he held positions at companies including Takeda Pharmaceuticals and Bio-Techne. Nugent is based in Brooklyn Park, MN, and has been with Ameriprise since 2025. 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 retirement-income planning, using proprietary research and third-party tools to provide clients with tailored, tax-aware recommendations.

Kristina Elfering is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010 and owns Elfering & Associates, a civil engineering business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Scott Summerbell is a financial advisor with Edward Jones in Ham Lake, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2012. 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 with a network of around 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. 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 retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

David Boniface is a financial advisor with LPL Financial in North Oaks, MN, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at LPL Financial since 2001 and was also associated with Magnetic North Advisors for three years. Outside of his advisory roles, he is involved with Legacy Capital Wealth 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

William Folkes is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Karen Havel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Vice President on the board of a nonprofit condominium association, overseeing homeowner compliance with board rules. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Krystine Berens is a Series 66-licensed financial advisor at Osaic Wealth, Inc. with four years of industry experience. She previously worked at Guardian Resources for seven years. Berens provides training videos related to fixed indexed annuities and asset management applications for Guardian Capital Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through various programs that emphasize model-based asset allocation, portfolio optimization, and access to alternative investments via third-party platforms.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Christopher Cron is a financial advisor at RBC Capital Markets with 20 years of industry experience. He has been with RBC Capital Markets since 2019 and previously worked at Questar Capital Corporation and Questar Asset Management. Cron holds a Series 63 designation and is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages both in-house and third-party managers to implement portfolios.

Nicholas Carlson is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Minneapolis, MN. His prior experience includes roles at Ronald Blue Trust and JPMorgan Chase Bank, N.A. 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 searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may incorporate ESG criteria in its recommendations.

Maclay Swanson is a CFP®-designated financial advisor with 27 years of industry experience, currently with Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. from 1999 to 2020. He is also involved in music publishing and works as an artist outside of his advisory role. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in net investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Darin Stevens is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Wells Fargo Bank. Before entering financial services, he spent two years working as a farmer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services through a consolidated billing option called WealthPlan.

Mark Wood is a financial advisor at Edward Jones with Series 65 and Series 63 credentials. He joined Edward Jones in 2026 and has prior experience running a business, Max’s Mowing and More, for nine years. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

Tyler Armstrong is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with Osaic Wealth. His prior work history includes roles at Royal Alliance, AdvisorNet Financial Partners, Cetera Advisor Networks, and LPL Financial. Outside of his advisory work, he is a partner in TA Hardwood LLC, a business that produces wood decor products for sale on Etsy. Osaic Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Islam Elkaffas is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company and BMO Harris Financial Advisors. Outside of finance, he is a sports referee and owns a fantasy football ranking and trade calculator service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Shawn Murray is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995. Outside of his advisory role, he participates in his local church as a money counter and assists with informal budget reviews. Ameriprise is a large institutional firm offering retirement-income planning services and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service uses research-driven, tax-efficient strategies and algorithmic tools to provide clients with tailored, written recommendations.

Thomas Lucas is a CFP® with 12 years of industry experience, currently serving as a financial advisor at RBC Capital Markets in Minneapolis, MN. His prior roles include positions at Wells Fargo Clearing and Capital Client Group, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a range of advisory programs and portfolio management services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on client risk profiles, utilizing a combination of in-house and third-party investment managers and offers integrated lending and cash-sweep arrangements through its affiliated entities.

Mitchell Max is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at North Star Resource Group, Securian Financial Services, and Minnesota Life Insurance. Outside of his advisory work, he is involved with BDLR Group, Inc. as a registered team member. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency strategies to support clients approaching or in retirement.

Dean Deutz is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an active owner involved in farmland ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and financial planning services that utilize both in-house and third-party investment managers.