Christopher Lebert is a financial advisor with Ameriprise in St Louis Park, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Drake University and the City of Fairmont. He is also involved in managing an advisory business through iAMg LLC and works with The Tax Collaborative on tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Mohammed Aljazi is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has a longer tenure at Wells Fargo Bank, NA beginning in 2015. 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.

Anita Adkisson is a financial advisor with Ameriprise in Brooklyn Park, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports delivered in partnership with the client's financial advisor.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Casey Rogde is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked in education at Champlin Park High School and Andover High School. Outside of finance, he has worked as a server at Bakers Square. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jamie Richter is a financial advisor with Ameriprise in Isanti, MN, holding CFP® and Series 63 designations and bringing 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Hunt is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Blaine, MN, with six years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Hunt serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and community engagement. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses and allows clients to combine planning with managed-account programs under consolidated billing, serving through a network of financial advisors.

Andrew Fronek is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Eden Prairie, MN. He worked at Ameriprise Financial Services, Inc. from 2011 to 2020 before continuing with Ameriprise since 2020 and had a one-year tenure at American Enterprise Investment Services Inc. from 2022 to 2023. Outside of his advisory role, he referees bandy games for the USA Bandy League. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tamara Sorsoleil is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise Financial Services since 2020, following prior roles at Columbia Threadneedle and Kelly Services. In addition to her advisory work, she serves as an adjunct professor at Concordia University. 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 tailored retirement income planning advice through written Recommendation Reports and ongoing consultations.

Ross Hillukka is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Prudential Annuities Distributors and Prudential Insurance Company of America. He serves as Treasurer of the Woodbury Community Foundation, where he assists with budgeting and financial education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Sarah Nuernberg is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Prudential Annuities Distributors, Prudential Insurance Company of America, and other financial firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Michael Ponto is a financial advisor at Ameriprise in Blaine, MN, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Niebuhr is a Series 66-licensed financial advisor with Ameriprise in Eagan, MN, and has 10 years of industry experience. He previously worked at American Enterprise Investment Services Inc. for 12 years before joining Ameriprise in 2022. Outside of his advisory role, he and his wife operate a retail business buying and selling antiques, clothes, toys, and collectibles. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Molly Henke is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. She has been with Thrivent since 2004 and affiliated with Thrivent Financial for Lutherans since 2007. Henke serves as a board member of the Waconia Basketball Booster Club, a nonprofit organization supporting local high school basketball programs. 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 and planning across various financial topics, with an option to combine planning and managed-account programs under a consolidated billing service called “WealthPlan.”

Amy Maurer is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She has been with Robert W. Baird since 2008. Outside of her advisory role, she works as a Store Tasting Ambassador for Utepils Brewing Co., where she offers samples and information about the brewery's products. Amy is part of the DDK Group at Robert W. Baird, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Martin Mcalpin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Insurance Company since 2013. Outside of his advisory role, he acts as a broker assisting clients with the sale of unneeded life insurance policies through M&E Catalyst Group and owns MM Investments LLC for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and generally recommends investment categories and strategies without discretionary authority.

Creighton Silvain is a financial advisor at UBS Financial Services in St. Paul, MN, with one year of industry experience. His prior roles include positions at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, and Cetera Advisor Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining model-based asset allocations and proprietary research to tailor investment plans. The firm provides a wide range of services including fee-based financial planning, portfolio management, and capital markets activities.

Kyle Anderson is a financial advisor with Edward Jones in Blaine, MN, holding a Series 66 designation and three years of industry experience. He previously worked at Dick Hannah Motor Company and has experience in the marine sector with Sundance Yachts and Reed's Marine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Aman Jagga is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at Cetera and its affiliated entities from 2019 to 2025 and also has experience with Genpact. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing personalized reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a specialized team to deliver tailored retirement recommendations.

Adam Gilmore is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he spent 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. fka Royal Alliance Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment strategies.