Benjamin Beuning is a CFP®-credentialed financial advisor with six years of industry experience. He currently works at Cetera and has previously been affiliated with Avantax Investment Services and RGW Wealth Management, where he has also engaged in marketing activities including PR releases and website maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions, combining discretionary and non-discretionary services across multiple program structures.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

John Dubbe is a financial advisor at LPL Enterprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he operates John Dubbe Realty and is involved in soliciting disability insurance business through the Eugene Cohen Agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning services.

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.

Daniel Shanahan is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked as a first officer pilot for Delta Airlines and SkyWest Airlines and spent time at the University of North Dakota. He currently balances his advisory role with his position as an airline pilot. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bradley Davis is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Focus Financial Network, Royal Alliance Associates, Invest Financial Corporation, and Ameriprise. He is also a co-owner of a tax preparation and accounting firm, Law Tax and Financial Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology and a large network of over 22,800 advisors.

Scott Stensrud is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he serves on the Gift, Grants and Memorials Committee at Gloria Dei Lutheran Church. 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 tax analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Michael Delich is a financial advisor with RBC Capital Markets holding a Series 66 designation and four years of industry experience. His prior work includes positions at City National Bank, Baker Tilly, and KPMG. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jordan Esch is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Natasha Zawacki is a Financial Advisor at Merrill Lynch Wealth Management. She supports clients with their various account needs as they experience all aspects of their financial lives and changing events. Natasha works to assist individuals and families navigating important financial transitions, including retirement, inheritances, career changes, and liquidity events. Natasha obtained her bachelor's degree in Marketing from St. Catherine University in Saint Paul, graduating Magna Cum Laude in 2023. She holds the Personal Investment Advisor (PIA) designation. Her client focus areas include college education planning, divorce transition planning, employee benefits planning, institutional and corporate benefit services, legacy planning, managing new wealth, philanthropic planning, women and wealth, and retirement income. In addition to her professional work, Natasha enjoys camping, hiking, pottery, spending time with her family, and traveling. She is involved with the community organization Hope House.

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.

John Williams is a CFP® with 15 years of industry experience, currently serving at Cetera since 2023. He has held roles at Minnesota Life Insurance Company and Securian Financial Services, and operates a separate fixed insurance sales agency, North Star Consultants. Williams also serves as successor trustee for client trusts and is involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, employing multiple program structures and third-party managers.

Joseph Mc Graw is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation. He has one year of industry experience and previously served in the United States Army for four years. Outside of his advisory role, he is involved with Gill Brothers Funeral Chapel. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, using a centralized team and proprietary analytical tools.

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.