Rebecca Blaine is a financial advisor with Merrill in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 1990. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Pamela Smith is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for two years and Wells Fargo for twenty years. Pamela volunteers as a financial virtual coach with Women Money Matter, assisting clients with budgeting, saving, and credit rebuilding. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party management with options for tax management and responsible investing.

Ryan Fisher is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory work, he owns a rental property business in Aberdeen, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brian Wanous is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 credential and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors, LLC. He also operates a separate business under the name Canopy Financial Group. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management solutions. The firm utilizes a range of advisory programs and third-party managers to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. 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 without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

David Irvin is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management solutions.

Benjamin Hammersten is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and several public school districts, along with experience at Mount Olivet Rolling Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach involves a centralized service team using proprietary research and third-party data, with distinctive enrollment criteria and investment options influenced by affiliated product relationships.

Lance Minnichsoffer is a CFP® professional with 15 years of industry experience, currently serving as an advisor at LPL Financial since 2021. His prior experience includes roles at Blue Heron Professional Group LLC, Tyr Financial Group LLC, Lori Tauring, various insurance carriers, and Waddell & Reed Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with diverse investment options and operational tools, managing over $819 billion in discretionary assets through a broad network of more than 22,800 advisors.

Barbara Kickhafer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Board Secretary for the Edinburgh Women's Golf Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Kyle Trangsrud is a CFP® with 21 years of experience in the financial advisory industry. He has been with Ameriprise since 2008 and currently manages an advisory business as a registered team member at BDLR Group, Inc. outside of his primary role. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Chad Hunt is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2018 and is involved with FAB Biosciences, a small bioscience startup developing a novel treatment for diabetes and obesity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary process utilizing proprietary research and algorithmic tools.

Jeremy Christensen is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Bayliss is a financial advisor with Cetera in Edina, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Securities America and OSAIC, and maintains a legal practice focused on patent prosecution and estate planning. Bayliss also works as an insurance producer specializing in life, health, and accident insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of more than 10,000 advisors.

Jason Heath is a financial advisor with Ameriprise in Hampton, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, Heath serves as President and is on the Board of Directors of Haven Acres, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Raun Nelson Wenmark is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bloomington, MN. He serves as a board member for the Laketown Community Homeowners Association in Victoria, MN. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 data sources.