John Palmatier is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously at Focus Financial for six years. Outside of finance, he has a role as a night auditor and manager on duty at a downtown Minneapolis hotel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.

Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

Thomas Lavin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Riversource Distributors, Inc. for five years and spent time as a full-time student for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, asset allocation analysis, and criteria requiring minimum investable assets, operating within an investment universe influenced by its affiliated product ecosystem.

David Brown is a financial advisor at Raymond James Financial Services Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2012. Outside of his advisory role, Brown is involved with K L Brown & Associates, where he supports client reporting and online workflow management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Blake Wehling is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wealth Enhancement Group and Wells Fargo Bank, as well as ownership of Blake's Discount Furniture LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stacy Eng is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Loren Beaudette is a financial advisor at Equitable Advisors in Minneapolis, MN, with three years of industry experience. He holds the Series 66 designation. Prior to his current role, he was involved in the restaurant industry, including ownership experience with 4 Sisters Wine Bar and Tapas Restaurant. 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 various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Craig Lundquist is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including CUNA Brokerage Services, Ideal Credit Union, Raymond James Financial Services Advisors, and Bremer Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Max Murphy is a financial advisor with LPL Financial in Woodbury, MN. He holds Series 63 and Series 65 designations and joined the industry in 2025. Prior to his advisory role, his background includes service with AmeriCorps and involvement with several nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and has previous experience with LPL Enterprise LLC and several other firms. Debianchi is involved with the Black, Educated, Successful, Thriving Young Male Enrichment Program, a nonprofit organization. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jamie Kuno is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of his advisory role, he is involved in managing a rental property. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, point-in-time recommendations in collaboration with its financial advisors.

Mason Mc Hugh is a financial advisor with Ameriprise in Long Lake, MN, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services LLC, Rev Delivery, Royal Bank of Canada, and various positions outside finance such as at Ben & Jerry's and Adam's Moving Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise, supported by algorithmic automation and a centralized consulting team.

Adam Egan is a financial advisor with Ameriprise in New Hope, MN, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. 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 programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Patrick Furnstahl is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Furnstahl has worked at Wells Fargo Clearing since 2020 and was previously with Wells Fargo Investments, LLC for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Mitch Wittman is a Planning Consultant at Fidelity Investments, where he collaborates with advisors to ensure that clients' financial plans and wealth management strategies are aligned with their goals. He began his career at Fidelity Investments in 2022 as a Financial Representative, progressed to the role of Relationship Manager in 2023, and took on his current position in 2024. Mitch holds a California Insurance License, supporting his work in financial planning and client service. Outside of his professional responsibilities, he is engaged in activities such as playing board games, enjoying food, golfing, listening to music, playing table tennis, and volunteering.