Stephen Soderstrom is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Outside of his advisory role, he manages Soderstrom & Associates, LLC, a business related to his advisory work. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement, generally with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, with a centralized team supporting advisors in preparing personalized retirement income strategies.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Peter Schulte is a financial advisor with Mass Mutual Investors Services in Burnsville, MN, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, having worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 1983. Additionally, he has worked as a life and long-term care insurance agent since 2004. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Jennifer Fernjack is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has previously worked at Edward Jones, Ameriprise Financial Services, and various tenures at RBC Capital Markets. Outside of advising, she is the sole owner of Emotional Grit, LLC, through which she has published a book titled "Greater Than: The Power and Strength of Emotional Grit," hosts a related podcast on YouTube, and gives speeches. RBC Wealth Management serves a diverse range of clients, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile using a combination of in-house and third-party investment managers.

Daniel Ventura is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities, including serving as an executor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools to deliver tailored recommendations within a defined investment framework.

Ryan Leum is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Wings Financial Credit Union and has experience with the Minnesota Vikings, DoorDash, and the University of St. Thomas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Feldman is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role at Ameriprise, she worked in health-related coaching and consulting roles, including with Health Talks Online and Chris Kresser, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on tax-aware withdrawal strategies and dependable income sources through its Ameriprise Premier Retirement Income service.

Jordan Saari is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, with an emphasis on income sources and tax-aware withdrawal strategies.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Brennan Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stinson, LLP for three years and served in the United States Coast Guard for five years. He also held positions at the Hennepin County Attorney Office and the University of Minnesota Law School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Peter Lafferty is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, tax minimization, and retirement income strategies, focusing on helping clients achieve their financial goals through in-depth planning and personalized financial strategies. Peter serves as a CERTIFIED FINANCIAL PLANNER® professional and holds designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). With over 30 years of industry experience, Peter joined Merrill in 2008 and contributes his expertise to the team by emphasizing strong client-advisor relationships and providing access to premier financial resources. His approach involves creating goals-based retirement income plans and partnering with clients' tax and legal advisors to develop tax-efficient strategies. Peter holds an MBA from Capella University, a Bachelor of Science in Management from University of Phoenix, and an Associate in Arts from Thomas Edison State College. Beyond his professional work, he is involved in various community activities, including coaching tennis and golf teams at Visitation School, participating in the Big Brother Big Sisters of the Twin Cities, and volunteering with Minnesota Special Hockey and the West Metro Miracle League. In his personal time, Peter enjoys boating, cooking, fishing, golfing, ice hockey, music, skiing, spending time with his family, tennis, and yoga. He was named to the Forbes "Best-in-State Wealth Advisors" list in 2024.

Brett Fenske is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Wells Fargo firms since 2011, including a decade at Wells Fargo Clearing. Fenske is a partial owner of recreational land through an investment-related business interest. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 advisors nationwide.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has held concurrent roles at Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. Outside of his advisory work, he is active in community service as a board member and treasurer of multiple Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a range of portfolio management strategies and custody platforms.

Christopher Mathwig is a financial advisor with LPL Financial in Savage, MN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance from 2009 to 2016. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Pattee is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2016, having started as a Financial Consultant. Prior to this, he worked as a Financial Consultant at Ameriprise Financial Inc from 2011 to 2016. Tyler is a CFP® practitioner specializing in retirement income generation, tax-efficient investing, and innovative investment strategies. He emphasizes responsiveness and accessibility, aiming to build longstanding client relationships. Outside of his professional work, Tyler enjoys activities such as canoeing, cars, fishing, fitness, golf, and hiking.

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Gavin Kroener is a financial advisor at Thrivent Investment Management with Series 65 and Series 63 licenses and no prior industry experience. His work history includes roles at Thrivent Financial and positions outside the financial sector, such as at Jamba Juice and Mendakota Country Club, as well as involvement with the U.S. Soccer Federation Referee Program. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority.

Theodore Hamlin is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2017, following nine years at RBC Capital Markets Corporation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Walter Bokovitz Jr. is a financial advisor with Raymond James & Associates in Edina, MN. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 17 years at Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles and firm research.