Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

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.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has six years of industry experience. Bremer has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.

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.

Devon Lumbar is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held various roles in the retail and service sectors. Outside of advising, Lumbar co-owns Northernlighstea, a retail tea business, and operates a small hot dog stand serving local events. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Matthew Chew is a financial advisor at Thrivent Investment Management in Lake Elmo, MN. He holds Series 63 and Series 65 licenses and joined Thrivent in 2026. Prior to his current role, his background includes various positions outside the financial industry as well as completing his education at the University of Northwestern St. Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under separate service arrangements.

Thomas Garibaldi is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ameriprise in 2022, he held roles in small business operations and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with specialized retirement income planning services that combine written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Trent Schenk is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Thrivent Investment Management and Thrivent Financial for Lutherans. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes a combination of in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Keean Benson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Craig-Hallum Capital Group, Bayview Capital Group LLC, U.S. Bank, United Health Group, and Rushford State Bank. He also has experience in an investment-related role with Scannell LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

David Sieburg is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

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.

Andrew Duddingston is a Financial Advisor currently working with Merrill Lynch Wealth Management. In this role, he assists clients by developing personalized investment strategies aimed at pursuing their financial goals. Andrew specializes in a range of services including general investing, retirement planning, and preparing for unexpected financial needs. He provides ongoing advice and guidance tailored to clients' evolving requirements. Andrew holds a Bachelor's Degree from Iowa State University. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). These credentials support his expertise and commitment to financial planning. He emphasizes understanding what matters most to his clients and their families, helping them uncover and pursue their individual financial goals.

Mallory Travis is a Series 66-licensed financial advisor at Morgan Stanley in Minneapolis, MN, with 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

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.