Maxwell Rottjakob is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Optum and various positions related to Saint John's University and other organizations. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Outside of his advisory role, he is involved with Staples Financial, Inc., focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with machine-learning and other research tools.

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lauren Richardson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Advisors, LLC from 2012 to 2016 and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee of her father’s trust. 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 offers both brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Noel Tiemann is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding the Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2011. Outside of his advisory role, Tiemann serves as Treasurer on the Board of Directors for his condominium association. 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 multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Scott Demorett is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, 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.

Colin Schrof is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Target Corporation and Medline Industries, as well as research positions at the University of Wisconsin and the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Chad Anderson is a financial advisor with OSAIC based in Arden Hills, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 25 years. In addition to his advisory role, Anderson owns a sole proprietorship that involves raising cattle and growing crops. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizes various asset allocation and risk assessment tools, and offers access to multiple managed account platforms and third-party money managers.

Arthur Corazza is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at United Rentals for 11 years. 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 analyses on a range of topics and combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Temi Spitt is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, Temi worked with North Star Resource Group and Minnesota Life Insurance Company, among other firms. Outside of financial services, Temi volunteers with Her Next Play, a nonprofit focused on developing women leaders through sports. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of advisors and employs a multi-manager platform that includes both affiliated and third-party strategies.

Rustan Thayer is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Questar Asset Management, with additional involvement as an annuity wholesaler and insurance agent. He is engaged in selling fixed annuities, life, disability, and long-term care insurance as part of his financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary management.

Jennifer Edwards is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 65 and Series 63 registrations with seven years of experience at RBC and two years previously at Associated Bank. Before transitioning to finance, she worked at Burberry for four years. RBC Wealth Management serves a diverse client base including individual, institutional, and charitable clients, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolios.

Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.

Heather Mootz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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.

Chuck Mcbeain is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Kirkland has been with Ameriprise since 2016, working in both Ameriprise Financial Services Inc and Ameriprise Financial Services, LLC. Based in Minneapolis, MN, Kirkland's practice is part of a large, diversified firm that serves individual and institutional clients. Ameriprise Financial Services offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to deliver written Recommendation Reports and ongoing advice based on investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and a product ecosystem influenced by affiliated sub-advisers and distribution arrangements.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.