Elom Kouessan is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Thrivent, he worked at Charles Schwab & Co., Inc. and spent over a decade at Alorica. 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 planning focused on a broad range of topics, with options to combine planning with managed-account programs while keeping the services distinct.

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brian Sensibaugh is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Allianz Life. In addition to his advisory role, Sensibaugh offers life insurance options and manages insurance sales including fixed annuities, long-term care, and disability insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm uses a model-based investment process with tools for asset allocation, optimization, and discretionary management, supported by an extensive platform of brokerage and advisory services.

Jackson Sosnowski is a Series 66-licensed financial advisor with Ameriprise, based in Minneapolis, MN, and has two years of industry experience. Before joining Ameriprise in 2023, he worked at cxLoyalty and was involved with Selfscapes. He also spent four years affiliated with the University of Minnesota and Freeport High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Gary Schwartz is a financial professional with 50 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and North Star Consultants. Outside of financial advising, he is an author of the book "Practice on Purpose" and is a member of a service organization called Six Still Standing. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Ryan Cox is a CFP® professional with 15 years of industry experience, currently affiliated with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, and Ameriprise Financial Services. Outside of his advisory work, Cox serves as a part-time ski racing coach for Team Gilboa, a nonprofit organization that teaches kids to ski race and snowboard. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad array of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Stephen Branham is a financial advisor with Cambridge Investment Research Advisors in Minneapolis, MN. He holds a Series 63 designation and has 36 years of industry experience. He has been with Cambridge Investment Research Advisors and its related entity since 2004. Outside his advisory role, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Anh To is a financial advisor with Wells Fargo Clearing in Saint Paul, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives.

Glenn Stewart is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds the Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Ethan Berube is a CFP® with five years of industry experience currently affiliated with LPL Financial in Bloomington, MN. He previously worked at Harbour Investments, Inc. and Wicker Financial Services. Berube is also involved in tax preparation and accounting through Vinar Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Spehar is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2017. He also has a longstanding affiliation with ThinkEquity Partners LLC, beginning in 2003. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

Mitchell Miller is a financial advisor at Edward Jones in St. Paul, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Target Corporation for eight years, Uponor for one year, and Domino's Pizza for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Jacob Johnson is a financial advisor at Osaic with Series 63 and Series 66 credentials and one year of industry experience. His prior positions include roles at RiverLink Financial Advisors, Element Squared Private Wealth, and Thrivent Financial. Before entering financial services, he worked at Topgolf and Fun.com. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with various portfolio management options and supports multiple client types, including high-net-worth individuals, retirement plans, charities, and corporate clients.

Adam St Ours is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its related entities since 2007. Ameriprise offers a retirement-income planning service targeting clients with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts.

Pilar Oppedisano is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019 and previously spent six years at General Mills. 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 within a non-discretionary advisory framework.

Jake Anderson is a CFP® with 10 years of experience in the financial services industry. He is currently with Osaic Wealth, Inc., where he has worked since 2020. Prior to that, he worked at Financial Dimensions Group, Inc. and Royal Alliance Associates, Inc. Anderson is also a licensed insurance agent, providing life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Jeremy Eshelman is a CFP® professional with 20 years of industry experience, currently affiliated with Ameriprise in Eden Prairie, MN. He has been with Ameriprise and its affiliated entities since 2009. In addition to his advisory role, he serves as a trustee, assisting with financial decisions in fiduciary capacities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in collaboration with financial advisors.

Briana Ardolf is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked with JPMorgan Chase Bank and Wells Fargo Advisors. Prior to her financial services career, she was involved with the Brewery Running Series and held various roles including at the University of Minnesota. 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 systematic quantitative screens and qualitative research, leveraging centralized due diligence to support model asset allocations.

Paul Dickman is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Valic Financial Advisors, New York Life entities, and Eagle Strategies. In addition to his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.