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.

Ashley Peper is a financial advisor at Ameriprise Financial Services with eight years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, previously holding roles at the Twist Davis Group and Blue Plate Restaurant Company. 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.

Courtney Kero is a financial advisor with RBC Capital Markets, holding the Series 66 designation and seven years with the firm. She has two years of industry experience and previously worked at the College of Saint Benedict for four years. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Scott Jiskra is a financial advisor with Wells Fargo Clearing in Maple Grove, MN, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he has worked at Wells Fargo Bank and has diverse experience outside finance, including roles in food and beverage services at Hemisphere Restaurants and Levy Restaurants/Xcel Energy Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Thomas Running is a Series 66-registered financial advisor with UBS Financial Services in St. Paul, MN. He joined UBS in 2024 and has prior work experience in various industries including retail and insurance. Before entering the financial sector, he worked at Erik's Bike Shop and the Jeremy Savageau State Farm Agency. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Sydney Shah is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. Prior to joining Cetera Investment Adviser LLC and Cetera Wealth Services, LLC, Shah was involved with Chain Ritual LLC and Vow’d Weddings. He also has work experience with organizations including Meriprise Financial Services, Surly Brewing Company, and the Minnesota Timberwolves. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Gisella Hernandez is a financial advisor at Ameriprise in Woodbury, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes roles at Huntington National Bank, Wells Fargo, and various positions outside the financial sector. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily focusing on assets held in Ameriprise Managed Accounts.

Paul Schmidt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. His previous work includes over two decades at Woodbury Financial Services, as well as roles at OSAIC and currently LPL Financial. Outside of advising, he operates a property and casualty insurance business under Paul D Schmidt, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Lawrence Dorman is a financial advisor at Wells Fargo Clearing with Series 63 and 66 designations and four years of industry experience. His work history includes roles at Wells Fargo Clearing, J.P. Morgan Securities, JPMorgan Chase Bank, Bellagala LLC, Stellar Realty, Fidelity Investments, Wells Fargo Bank, and Bon-Ton Stores Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Jonathan Enquist is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 credential and has previously worked at OSAIC, Woodbury Financial Services Inc, ProEquities, Inc, and Protective Life. Outside of his advisory role, he is involved in several business ventures including ownership of GHJ Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, using model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Dennis Gholson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and having one year of industry experience. His prior work includes roles at Sherwin Williams and Michaels. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Todd Johnson is a CFP®-certified financial advisor with Ameriprise, based in Maple Grove, MN, and has 32 years of industry experience. He has worked with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he volunteers annually leading mission trips to Mexico focused on home building with Youth With a Mission (YWAM). Ameriprise serves clients primarily through retirement-income planning services tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered by a centralized consulting team.

Nicholas Ward is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 21 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2007. Ward holds the Series 66 designation. 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 in areas such as retirement, income tax, and estate planning, with options to integrate planning and managed-account services under a consolidated billing program called WealthPlan.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley Private Bank since 2016 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary models as part of its financial planning process.

Christopher Foy is a financial advisor with Ameriprise in Rosemount, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Megan Lund is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and two years of industry experience. Her work background includes roles at Ameriprise since 2023 and prior experience at Bellagala, along with various positions in educational and senior living institutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shannon Taggart is a financial advisor with LPL Financial and holds a Series 63 designation. She has 25 years of industry experience, including 20 years at Commonwealth Financial Network prior to joining LPL Financial in 2024. Outside of advising, she is involved with Float Club, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles Braniff is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Braniff volunteers providing pro bono financial planning to cancer patients through the Angel Foundation's Financial Cancer Care Program. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sean Bryant is a financial advisor with Raymond James & Associates holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Avantax Investment Services, American Century Investment Services, and First Command Financial Planning. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with a focus on tailored, non-discretionary consulting supported by extensive research, portfolio management options, and municipal advisory services.