Jacob Anderson is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at The Leaders Group Inc, Wealthvest/World Equity Group, Inc., Producers Financial Group/Proequities, Inc., First Income Advisors, and Allianz Life Insurance Company of North America. He is based in Burnsville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Peter Anderson is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored planning, primarily focusing on assets held within Ameriprise-managed accounts.

Michael Jastrow is a CFA® charterholder with 20 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Minneapolis, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, written Recommendation Reports through a centralized consulting team.

Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. 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 customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Donna Klicka is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning.

Carrie Hancock is a financial professional with 21 years of industry experience. She holds the ChFC® and Series 66 designations and is currently associated with Cetera and North Star Resource Group. Her prior experience includes 18 years at Securian Financial Services, Inc. Hancock also engages in financial services through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.

Samuel Marolt is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and served six years with the Bureau of Land Management. 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 through a large network of financial advisors.

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Lou Matossian is a financial advisor at Ameriprise with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Matossian serves on the board and parish council of St. Sahag Armenian Church. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Gary Mittelsteadt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1997. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cindy Bakke is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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 menu.

Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Andrew Mc Connell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Corebridge, McConnell Financial, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, 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 broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Jungquist is a financial advisor with OSAIC based in Minneapolis, MN. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining OSAIC in 2023, he worked at Octagon Wealth Management, LLC and FSC Securities Corporation for over 20 years each. Outside of his advisory role, he serves on the investment committee for Delasalle High School’s endowment fund and is a member of the parish council at Annunciation Catholic Church. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering financial planning, advisory services, and managed portfolios. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Brittany Bonde is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Bank, NA since 2016 and with Wells Fargo Clearing Services, LLC since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Bouillon is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. His prior roles include positions at Innovative Planning Group/LPL Financial and MassMutual Life Insurance Company. Outside of finance, he has worked in municipal parks and recreation as well as university dining services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses proprietary software and structured annual planning engagements to deliver written recommendations focused on investment categories and strategies.

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and affiliated firms since 1994, with prior experience at LPL Financial and BMO Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines internal research with third-party analytics and offers both brokerage and advisory solutions across a large platform.

Matthew Farrells is a financial advisor at Edward Jones in Minneapolis, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at American Enterprise Investment Services Inc and Ameriprise Financial Services Inc for 17 years before joining Edward Jones in 2026. He serves on the board of directors for the ATL HOA, a nonprofit organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as affiliated capabilities including a trust company and securities-based lending.

Shari Lum is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as an executor for an investment-related estate in Minneapolis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.