Frederick Welch is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 24 years of industry experience. He previously worked at MetLife Securities, Inc. for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Welch is also an independent health insurance agent. 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 offers financial planning, asset management, and educational seminars, using collaborative, software-assisted planning approaches without discretionary investment authority.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Christopher Root is a CFP® professional with 25 years of experience in the financial industry. He has been with Ameriprise since 2000, including six years at the current iteration of the firm in Plymouth, MN. 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 retirement planning reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alexander Healy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He has held roles at Crown Capital Securities, L.P. for 25 years and has been involved with Financial Success, Ltd since 1992, where he also provides tax preparation services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology tools.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Andre Marshall is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a deacon and board member at Zion Baptist Church, where he participates in financial oversight and community fundraising. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. It serves individual, corporate, charitable, and institutional clients with offerings such as portfolio management, financial planning, and access to third-party money managers across various program structures.

Erik Endersbe is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with OSAIC since 2023. Prior to joining OSAIC, he worked at SagePoint Financial for nine years. He is involved in operational leadership through his role as Secretary of EKE Marketing, LLC, a partnership organization for advisors. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides a range of advisory services and investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Geneva Bowden is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, non-discretionary recommendations delivered through a centralized consulting team.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. 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 various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and eight years of experience in the industry. She has been with Edward Jones since 2018 and previously worked at Allina Health for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

David Wenthold is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and five years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. He serves as Vice President of the Park Meadows Home Owners Association and is involved in philanthropic fundraising as President of SACS Dads, a nonprofit supporting the Shakopee Area Catholic School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Elizabeth Clendenin is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth-transfer, and specialized services including business-owner transition and special-needs analysis.

Eliot Searls is a financial advisor at Ameriprise in Plymouth, MN, with 14 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Cetera Wealth Services, North Star Resource Group, and Equitable Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research, third-party data, and internal committee oversight.

Julie Perrella is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has been with RBC since 2021. Prior to joining RBC, her experience includes roles at Dentalle and Best Properties. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies utilizing both in-house and third-party managers.

Tarun Bhatia is a financial advisor at Edward Jones in Hopkins, MN, with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic for four years and Boeing for six years. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Gregory Rieland is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of a recreation-related business in Rogers, Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.