Pierre Lind is a CFA® charterholder with 18 years of industry experience. He has been with Ameriprise since 2011, currently serving as a financial advisor in Centerville, MN. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, supported by a centralized consulting team and algorithmic tools, to help clients manage income sources and withdrawal strategies.

Brent Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a focus on personalized wealth management strategies, he helps clients navigate complex financial landscapes by understanding their full financial picture and unique goals. Brent specializes in areas including divorce transition planning, small business strategies, and retirement income. Brent holds a Bachelor's Degree from Grand View College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes a holistic approach to financial advising, working closely with clients to develop customized strategies that align with their long-term objectives. In addition to his professional work, Brent participates in community activities such as coaching youth baseball and is affiliated with Grace Church. His personal interests include biking, golfing, hunting, and running.

Kathryn Ripley is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2017 to 2022 and spent several years in roles at Luxottica, Target Optical. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to deliver tailored financial plans based on proprietary research and market analysis.

Hans George Brase is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes roles at U.S. Bank and U.S. Bancorp Investments, Inc., as well as a background in professional basketball with teams such as Hamburg Towers, MHP Riesen Ludwigsburg, and Synatainies MBC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to assist clients in managing their assets.

Michael Adams is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2015, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC, and has also been employed at Life Time Athletic. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach incorporates proprietary and third-party research, algorithmic tools, and a structured product lineup with defined enrollment criteria for its retirement income program.

Sara Valesano is a CFP®-designated financial advisor with Edward Jones in Golden Valley, MN, where she has worked since 2018. She has eight years of industry experience and also serves as a registered nurse at Hennepin County Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Katala Anderson is a financial advisor at Ameriprise Financial Services, LLC in Minneapolis, MN, with six years of industry experience and a Series 66 designation. Prior to joining Ameriprise, she held positions at Running Aces Racetrack and Casino and Marcus Corporation. Outside of her advisory role, she manages special events for Moo Booth at the Minnesota State Fair. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice through a structured Recommendation Report and collaborative implementation process.

Kevin Knock is a financial advisor at RBC Capital Markets with seven years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank, N.A. He holds a Series 66 designation. Outside of his advisory role, he serves on the board of his neighborhood homeowners association and has worked as an Uber driver. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through internal and third-party managers, supported by a broad range of portfolio management, financial planning, custody, and brokerage services.

Mario Lucarelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Iron Range Advisors, LLC and Waddell & Reed, Inc. Outside of his advisory role, Lucarelli served as a hockey referee with the Suburban Hockey Referee Association for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of investment strategies supported by research and technology tools.

Matthew Aiken is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has worked at Cetera Advisors LLC since 2016 and operates Tonka Financial Services, a financial services DBA. Outside of advising, he has experience in hospitality through his work with ARIA Events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Travis Rothstein is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, and Northwestern Mutual. Rothstein is based in Woodbury, MN. Ameriprise offers a retirement-income planning service primarily for individuals with significant investable assets, combining 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.

Jack Levin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Target Corporation, The Fowler Museum at UCLA, and involvement in political and recreational organizations. Outside of finance, he has engaged in dog sitting and sports-related activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm delivers a range of advisory, brokerage, and insurance solutions supported by algorithmic automation and oversight from a dedicated retirement-income consulting team.

Walter Chapman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 1998. Chapman serves on the board of the Alzheimer's Association Minnesota and North Dakota Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and corporations, offering customized advisory programs with discretionary and non-discretionary portfolio management and financial planning services.

Richard Jones is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked with multiple firms including Tonka Financial Services and First Allied Securities. Jones is involved with the Alpha Kappa Psi Alumni Chapter, a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and integrates a large nationwide network of independent advisors.

Jingjing Feng is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Ryan Hemmingsen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has been associated with Wells Fargo in various capacities since 2007. 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.

Shawn Finn is a CFP® with 21 years of experience in financial advising, currently working at RBC Capital Markets since 2018. He has prior experience at Financial Planning Solutions LLC and Ameriprise Financial Services, Inc. Finn has authored a book on financial decision making for high school graduates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Joan Gilles is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Osaic Wealth Inc. Her prior roles include positions at Cetera, AdvisorNet Wealth Partners, and Ameriprise. She also works as an independent insurance agent, providing life, disability, and long-term care insurance along with annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a multi-advisor platform that provides brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Matthew Berg is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 12 years of industry experience. He is currently with Ameriprise Financial Services and previously worked at RBC Capital Markets, LLC for 10 years. Berg serves as treasurer on the board of a local homeowners association. 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 written Recommendation Reports and ongoing annual advice focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools.

Christopher Patnode is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent seven years with Invest Financial Corporation. Outside of his advisory work, Patnode owns a roofing and siding business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.