Lucas Aubin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Caissa Wealth Strategies and MPPL Financial. 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.

Mikkie Hoang is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and with Wells Fargo Bank, NA 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brenda Ingli is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial, RBC Capital Markets, and EFS Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan 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.

Christopher Hager is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including previous roles at Wells Fargo Investments, LLC. 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 integrates research and analytics with a diversified investment approach.

Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.

Roderick Dixon is a financial advisor with Fidelity Investments in Minneapolis, MN, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Scottrade, Uber, Angi Homeservices, and the US Census Bureau. Fidelity's Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Steven Miller is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its predecessor firms since 2003. 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 annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joel Kram is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, including retirement and estate planning, while keeping planning services separate from portfolio management.

Emily Malecha is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. She is the owner of E. Malecha, LLC, a financial services firm, and is also affiliated with North Star Resource Group. Her prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Allen Short is a Certified Financial Planner (CFP®) with 19 years of experience in the financial services industry. He is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing and Merrill. He holds the Series 66 license and is based in St. Paul, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs and financial planning services, using structured discovery conversations and firm-approved tools to develop tailored plans.

Tristan Lehnen is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Dodge of Burnsville and Crisp and Green. He operates a DBA, Turning Leaf Financial, as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of advisory programs, including third-party asset managers and LPL-sponsored programs, focusing on matching clients to suitable investment models based on risk tolerance and plan information.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP® with 38 years of industry experience and is currently an advisor at Ameriprise in Arden Hills, MN. She 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 written Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Derek Scanlon is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following five years at RiverSource Distributors Inc. Outside of his advisory role, he serves as an unpaid assistant fastpitch softball coach. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Austin Albrecht is a financial advisor at Ameriprise with a Series 66 designation. He has four years of experience at RBC Capital Markets and additional background in government and university roles. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Mohammed Aljazi is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has a longer tenure at Wells Fargo Bank, NA beginning in 2015. 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.

Anita Adkisson is a financial advisor with Ameriprise in Brooklyn Park, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports delivered in partnership with the client's financial advisor.

Sara Paradies is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial and its affiliates since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm’s approach includes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.