Daniel Bauman is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Allianz Life Financial Services and CH Robinson. Bauman also spent four years associated with Choice Auto Protection LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and periodic plan reviews, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jeffrey Dobbelmann is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a nine-year tenure at RBC Capital Markets. Outside of his advisory role, Dobbelmann serves as President of the Northern Lights Car Club. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Hylen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held various roles in education and the public sector, including positions at Gustavus Adolphus College and St. Peter Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Wels is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns farmland as a personal investment. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Rickey Sienkiewicz is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked at LPL Financial since 2018 and has maintained a longstanding involvement with R Group Financial Marketing Inc. since 2001 and SII Investments, Inc. from 1995 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Anna Reichenberger is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she held positions at Lululemon and Wells Fargo Advisors. 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 through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Lawson is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.

James Chase is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with notable roles in commodity pool operations, fund advising, and the use of AI in its investment processes.

Paul Harris is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficient strategies and modeling, with an emphasis on assets held in Ameriprise Managed Accounts.

Jay Bibelheimer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored through a detailed client intake process.

Joseph Dolan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Ameriprise since 2017 and has a background that includes a role as a lancer at the Minnesota Zoo. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Benhur Fernandes is a financial advisor with LPL Financial based in Eagan, MN. He holds Series 63 and Series 65 credentials and has 23 years of experience in the financial services industry. His prior roles include positions at Southeast Community College and Baak, Inc., where he served as Owner and President. Fernandes also maintains a business entity unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stacey Nelson is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Edward Jones since 2020 and previously spent 19 years with Birchwood Financial Partners Inc. Nelson is based in Bloomington, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kristopher Staples is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Staples also operates a non-variable insurance business through Staples Financial, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding the CFP® and ChFC® designations and bringing 40 years of industry experience. His career includes roles at National Planning Corporation, Discovery Financial Centers, Inc., and Banklife Associates Inc., where he also serves as Treasurer on the Lakeville Area Chamber Foundation board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse financial planning and advisory programs, combining in-house and third-party research to support various investment strategies.

Nathan Rolstad is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is employed in customer service at Target. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

David Muschenheim is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its subsidiary since 2005. Muschenheim serves on the investment board of the Minnesota Colorectal Cancer Research Foundation, helping design and implement the foundation’s investment plan. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Shinar is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Shinar owns MJW Group LLC, which provides backoffice support for franchise advisors, and serves on the Board of Directors for the Park Nicollet Foundation. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports primarily for clients with Ameriprise-managed accounts.

Jordan Swanson is a Series 66-registered financial advisor at LPL Financial with one year of industry experience. He has worked at Wings Financial Credit Union since 2022 and holds a notary commission in the state of Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services supported by proprietary and third-party research.