Johnny Mouhanna is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its affiliates since 2025 and has prior work experience at Uber and his own business ventures. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

William Baker III is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in music as a bass player for hire and promotes concept shows, and he also serves as a reverend. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Maya Horwath is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience and has previously worked at institutions including Bank of America and BMO Harris Bank. Outside of her advisory role, she is involved in non-investment activities such as shopping and delivering customer orders for Shipt and operating a personalized jewelry business. 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 a range of brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute.

Andrew Norman is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including over 16 years with Thrivent Investment Management and Thrivent Financial for Lutherans. 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 covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Shannon Ireland is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates. Shannon is based in Minneapolis, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm’s approach includes broad financial planning topics and offers clients the option to combine planning with managed-account programs under a consolidated billing system.

Vincent Altstaetter is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial Services and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Eric Hedberg is a CFP® and PFS™ professional with 12 years of industry experience currently affiliated with Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Wealth Partners, Box Financial Advisors, and recently founded Hedberg Financial Inc. Hedberg serves as a board secretary and treasurer for Box Financial Advisors and is involved in operational management and ownership at the firm. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing a multi-manager platform with a range of discretionary and non-discretionary portfolio management options.

Patricia Aarons is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. She holds Series 63 and Series 66 designations and has 23 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

Marcele Carlson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 30 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns and operates Midalenka Designs LLC, a small business specializing in custom-made jewelry and crafts. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rhett Dunn Sperling is a Series 66-licensed financial advisor at RBC Capital Markets with one year of industry experience. His prior roles include positions at Chase Bank, US Bank, and Stone and Vine. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Ethan Allone is a financial advisor at Merrill holding a Series 66 designation. He has been in the financial industry since 2024, with prior experience including roles at Equitable Advisors, New York Visionary Management, and Bank of America. Outside of finance, he is the owner of BK KINGS, a music distribution record label based in Brooklyn, NY, which is currently inactive. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jon Poepke is a financial advisor with Ameriprise in Ramsey, MN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Knowlton is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and 44 years of industry experience. Prior to joining RBC Capital Markets in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the board of a non-profit youth theater company, where he is involved with budgeting, policy review, and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Fields is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 66 and Series 63 licenses with 14 years of industry experience. Her career includes multiple tenures at Thrivent and Thrivent Financial, along with roles at FedEx, PMI Entertainment, and Kohl's, where she worked as a merchandising clerk outside of trading hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority.

James Pratt is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with BMO Harris Financial Advisors and BMO Harris Bank from 2011 to 2017. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jared Jacob is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wireless Lifestyle and Lifetouch Photography before joining Ameriprise in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach involves a centralized service team utilizing proprietary research and tools, with recommendations implemented non-discretionarily in an investment framework influenced by affiliated products.

Courtney Kusick is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 66 credential and beginning their advisory career in 2026. Prior to joining Edward Jones, Kusick gained experience in various roles, including design and project management positions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices.

Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Hennessey is a financial advisor with LPL Financial in St. Paul, MN, holding a Series 63 designation and 24 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified strategy options.