Claire Nackley is a financial advisor with Ameriprise based in Lakeville, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at the University of Pittsburgh Department of Economics and the Housing Authority of the City of Pittsburgh. Outside of finance, she has experience working in the restaurant industry and community organizations such as the Blair Regional YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach includes a combination of proprietary investment research, third-party data, and algorithmic tools to support client recommendations.

Matthew Kerber is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 16 years of industry experience. Before joining LPL Financial in 2021, he worked at Waddell and Reed, Inc. for 12 years and has been involved in business ventures related to child care centers. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lance Butner is a financial advisor with Ameriprise in Eden Prairie, MN, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for Benilde St Margaret High School. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, typically with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic automation with personalized oversight and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ben Gilbertson is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2021, he worked at Feltl and Company from 2005 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Derek Kasper is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved with the MN Basketball Club. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patricia Jones is a Series 66-credentialed financial advisor with 25 years of industry experience. She has been with LPL Financial since 2012 and previously worked at Morgan Stanley and Edward Jones. Jones is also involved with the Community University Health Care Clinic in Minneapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.

Amanda Lamar is a Series 66-licensed financial advisor with LPL Financial, based in Apple Valley, MN, and has three years of industry experience. Her background includes roles at LPL Financial, RE/MAX Results, and entrepreneurial ventures such as White Ivy Events. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable investment strategies and extensive institutional platforms.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

Justin Braun is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2022 and previously at TD Ameritrade and Scottrade. Based in Edina, MN, his career spans various roles across prominent firms in the financial services sector. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with discretionary separately managed accounts and a formal process for alternative investment onboarding.

Carol Brundieck is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has held prior roles at Merrill, Wells Fargo Clearing, and Morgan Stanley Smith Barney. She holds the Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with tailored investment strategies and portfolio management services.

Troy Kurth is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is a contract sales and marketing director at Kurth Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing 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 tailored, non-discretionary recommendations through a centralized consulting team.

Andrea Dowzak is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to her current role, she held positions at Edward Jones dating back to 2021, and has experience working with IGM Gymnastics and TAGS Gymnastics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Jon Bodin is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2017, including six years at Ameriprise itself. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Marc Heagney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Bank and Edward Jones. He was also involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mikel Dumonceaux is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 11 years of industry experience. His prior roles include work with Blue Heron Professional Group, various insurance carriers, Lori Tauring, and Waddell & Reed Inc. He is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Michelle Howell is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2009. She has been working in the securities industry for over 20 years, with experience that includes roles as Financial Planning Consultant, Investment Representative, and Financial Representative at Fidelity Investments, as well as Financial Consultant at Strong Investments. Her expertise lies in supporting clients and their families with wealth planning strategies. Michelle has contributed as a panelist on Fidelity Insights Webinars and has written articles for Fidelity Viewpoints. She holds an Arkansas Insurance License.

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Martin Andreasen is a financial advisor with OSAIC based in Minnetonka, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Royal Alliance since 2012. Outside of his advisory work, Andreasen co-owns Andreasen Photography, a company focused on photography services. OSAIC serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, and various organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party managers.