Andrew Pudwill is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2016 and at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he owns and operates Telaris LLC, a small business focused on client acquisition and software setup. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Maria Sandoz is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to assist clients in working toward their financial goals. She emphasizes an educational approach to creating comprehensive retirement and investment plans, aiming to tailor strategies to what is most important to each client. Maria's professional experience includes roles as a Financial Consultant and Planning Consultant at Fidelity Investments since 2024. Prior to that, she was a Supervision Specialist Client Service Advisor at Cetera Advisor Networks LLC and a Business Operations Senior Analyst Client Service Advisor at Securian Financial Services. She began her career as a Financial Representative with New York Life Insurance Company. Maria holds a California Insurance License. Outside of her professional work, she enjoys cooking and baking, participating in family activities, fitness, exploring food, gardening, and spending time with pets.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with 10 years of industry experience. She has been with Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Advisors since 2016. 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 and analytics.

Joseph Meyer is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and nine years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and UBS Financial Services. 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 advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lucas Aubin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Caissa Wealth Strategies and MPPL Financial. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mikkie Hoang is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and 7 years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in client assets and offers both brokerage and advisory solutions.

Andres Herrera is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Hager is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Hager has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Famodu’s work history includes roles at Wells Fargo Bank and several other firms, as well as experience in the restaurant industry and education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Steven Miller is a Series 66-licensed financial advisor with Ameriprise, based in Zimmerman, MN, and has 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset thresholds, providing structured recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement advice, primarily for clients with assets managed within Ameriprise.

Joel Kram is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, including retirement and estate planning, while keeping planning services separate from portfolio management.

Emily Malecha is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. She is the owner of E. Malecha, LLC, a financial services firm, and is also affiliated with North Star Resource Group. Her prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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.

Allen Short is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He currently works at Morgan Stanley and has held prior positions at Wells Fargo Advisors and Wells Fargo Clearing. He is based in St. Paul, MN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving clients at their Arden Hills, MN office. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by dedicated committees and emphasizes the use of affiliated funds within its product-selection process.

Derek Scanlon is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at RiverSource Distributors Inc for five years before joining Ameriprise in 2020. Outside of his advisory role, he serves as an unpaid assistant softball coach. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver customized, non-discretionary advice primarily for clients maintaining assets in Ameriprise-managed accounts.

Tyler Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing and related entities since 2016. 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, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Mark Morton is a financial advisor with Thrivent Investment Management in Golden Valley, Minnesota, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers various topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under a consolidated billing arrangement.