Austin Murphy is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Murphy serves on the Board of Directors for Landing at North Meadows. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Carrie Hancock is a financial professional at Cetera with 20 years of industry experience. She holds the ChFC® and Series 66 designations and has worked with firms including Securian Financial Services and CRI Securities. Hancock also operates North Star Resource Group, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional clients, offering a range of portfolio management and advisory services through a multi-manager platform.

Samuel Marolt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and served as a Contract Specialist for the Bureau of Land Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lou Matossian is a financial advisor at Ameriprise with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Matossian serves on the board and parish council of St. Sahag Armenian Church. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Cindy Bakke is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, NA since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Christopher Sorsoleil is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at several Cetera entities since 2023 and previously held roles at CRI Securities LLC and Securian Financial Services, Inc. Sorsoleil is also an owner of a landscaping business and serves as a board member of the Crohns and Colitis Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Andrew Mc Connell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Corebridge, McConnell Financial, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Sarah Joseph is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party management to address various client needs.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Bonde is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Bank, NA since 2016 and with Wells Fargo Clearing Services, LLC since 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Bouillon is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Innovative Planning Group/LPL Financial. Outside of his financial career, he has experience working in various roles including at the City of Cottage Grove Parks and Recreation and the University of Minnesota Duluth. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked primarily within Wells Fargo and affiliated firms since 1994, including roles at Wells Fargo Advisors and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Farrells is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having 14 years of industry experience. He previously worked at American Enterprise Investment Services Inc for eight years before joining Ameriprise in various roles since 2020. Outside of his advisory work, he serves on the board of directors for the ATL Homeowners Association. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies to create personalized recommendation reports. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Shari Lum is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as an executor for a family estate. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Zachary Stegmiller is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in the hospitality sector, including positions at Beach Bums Bar and Eatery and Olive Garden. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bassem Abou Zeid is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Bank of America and Merrill. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Meghan Kumpf is a financial advisor with Fidelity in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she serves as a varsity head coach for gymnastics at Hopkins Public Schools, coaching students in grades 7 through 12. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Alan Saffert is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is a co-owner of a cottage that is occasionally rented to others. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.