Ally Shuman is a financial advisor at Robert Baird & Co. with 23 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Klang also has an ongoing association with Rich Leyh dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

Cody Skarning is a financial advisor with Ameriprise, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he co-owns a business with his spouse, who is an actress and independent contractor. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Timothy Luther is a financial advisor with Ameriprise in Victoria, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns a commercial real estate property through New Prague Advisors, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations that incorporate tax-smart strategies and income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.

Teresa Mattson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex approaches.

Jeremi Marten is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Marten is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Odom Health & Wellness for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Eleria is a Financial Consultant with extensive experience in the financial services industry. He has held roles including Financial Consultant and Relationship Manager at E*TRADE from Morgan Stanley between 2007 and 2024, Financial Education Specialist at Amerprise from 2005 to 2007, Financial Services Officer and Assistant Branch Manager at Affinity Plus Federal Credit Union from 2003 to 2005, and Financial Advisor at Waddell & Reed from 1998 to 2003. As a CERTIFIED FINANCIAL PLANNER™, Alan brings over 23 years of experience, focusing on helping clients plan for their financial goals by understanding their unique situations and co-creating financial plans. Outside of his professional work, Alan engages in family activities, fitness, social events with friends, soccer, traveling, and volunteering.

Scott Sommer is a financial advisor with LPL Financial in Edina, MN. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also serves as an advisor at Royal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management options, supported by research and model portfolios.

Alan Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance and multiple AdvisorNet Financial entities. Outside of advisory work, he owns and operates a woodworking business where he designs and sells custom gifts, signs, and furniture. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across a variety of asset classes.

Thomas Coppersmith is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. Outside of his advisory role, he works as a clerk at a Kwik Trip gas station in Delano, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Schachtman is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Molly Wilson is a financial advisor with Ameriprise in Long Lake, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Ameriprise and its related entities since 2007. Outside of her advisory role, she co-owns Zimmerman and Associates and is involved with the Orono Foundation, a nonprofit supporting local schools. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets and Quantitative Advantage, LLC. Outside of her advisory role, she serves as a Registered Administrative Assistant for AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account strategies. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base that includes individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets through more than 10,000 advisors.

John Jacobson is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Primerica Advisors, Guardian Life Insurance Company, and The Jacobson Group, Inc. Outside of his advisory role, he serves as a trustee for multiple trusts and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 programs, with planning engagements structured as annual collaborative reviews using firm-approved analytical tools.