Kevin Kuenster is a CFP® with 33 years of industry experience and is currently with Wells Fargo Clearing, where he has worked since 2016. He previously worked at Wells Fargo Investments, LLC for seven years. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has 18 years of experience in the industry, including a prior role at Wells Fargo Investments, LLC. He has been with Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and combines research from its investment institute and third-party sources to support diversified portfolio construction.

Russell Bertsch is a financial advisor with Primerica Advisors in Arden Hills, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he serves as a Ramsey County Election Judge from 2022 to 2025. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management primarily for individual investors rather than institutional clients.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Mina Basilious is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Wells Fargo Bank, N.A. from 2018 and Arab Bank from 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and supports its clients through both brokerage and advisory solutions.

D Aundre De Mars is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work history outside of finance, including roles at Luther Brookdale Volkswagen and Blue Collar BBQ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning covering various financial topics, with options to combine planning and managed-account services under a consolidated billing structure.

Christine Ansley is a financial advisor at OSAIC with six years of industry experience. She holds the Series 66 designation and has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2020, following eight years at Financial Dimensions Group Inc. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment strategies.

Anthony Patridge is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to Wells Fargo, he worked at U.S. Bancorp Investments and U.S. Bank. 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 both brokerage and advisory solutions.

Derrek Hall is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Huntington National Bank, Bremer Bank, and U.S. Bank National Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Michelle Muthiani is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at North Star Resources Group, Securian Financial Services, and CRI Securities. She serves on the finance committee of Sanctuary Covenant Church, focusing on budgeting, internal controls, and investment oversight. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a variety of investment program structures.

Peter Haagenson is a financial advisor at Osaic with three years of industry experience. Before joining Osaic, he worked at Focus Financial and held positions at VMware and Blue Medora. He is involved in several financial advisory activities through his LLCs, including collaborating with clients on financial planning and estate considerations. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services delivered through multiple affiliated entities, emphasizing model-based asset allocation and portfolio optimization.

Matthew Pfaff is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ameriprise since 2019, with prior roles at Questar Asset Management and The Oak Ridge Financial Services Group. Based in Minneapolis, MN, he has supported clients through various market environments over his career. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Brandon Jungmann is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has held roles at RBC Capital Markets and YipitData since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Brian Whinnery is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at RBC Capital Markets and Global Retirement Partners LLC. Outside of his advisory practice, he serves as a board member for World Archives, LLC, a for-profit entity focused on CHIP (Changing How Individuals Prosper). LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

David Hitchcock is a financial advisor at Osaic with 35 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63 and Series 65 licenses. His prior experience includes long tenures at G.A. Repple & Company and Northtown Capital Strategies, and he has been self-employed since 1989. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, providing a broad range of financial planning and investment management solutions.

Nuvia Solorzano Zambrano is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Huntington Investment Company, LPL Financial LLC, and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Elom Kouessan is a financial advisor with Thrivent Investment Management based in Minneapolis, MN. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Thrivent, he worked at Charles Schwab & Co., Inc. and spent over a decade at Alorica. 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 financial planning focused on a broad range of topics, with options to combine planning with managed-account programs while keeping the services distinct.

Jennifer Hanson is a financial advisor with Ameriprise in Minneapolis, MN, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 28 years of industry experience, including ten years at Ameriprise Financial Services, Inc. and nine years with American Enterprise Investment Services Inc. before joining her current Ameriprise team in 2022. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jackson Sosnowski is a Series 66-licensed financial advisor with Ameriprise, based in Minneapolis, MN, and has two years of industry experience. Before joining Ameriprise in 2023, he worked at cxLoyalty and was involved with Selfscapes. He also spent four years affiliated with the University of Minnesota and Freeport High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized consulting team to deliver tailored, non-discretionary recommendations combining research, modeling, and tax-efficiency analysis, with an emphasis on assets managed within Ameriprise accounts.

Gary Schwartz is a financial professional with 50 years of industry experience, currently affiliated with Cetera. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Securian Financial Services, Inc., CRI Securities, LLC, and North Star Consultants. Outside of financial advising, he is an author of the book "Practice on Purpose" and is a member of a service organization called Six Still Standing. Cetera Investment Advisers LLC is a nationwide independent advisor network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.