Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Christopher Kearney is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2016. Based in Plymouth, MN, his career has been focused within this firm. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet certain asset criteria. The firm delivers written recommendation reports using research and modeling tools, combining advisory, brokerage, and insurance solutions through its large institutional platform.

David Chisholm is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by firm-approved tools and analyses.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Hannah Rivard is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing four years of industry experience. She has been with Thrivent and its affiliated entities since 2021. Prior to her financial advisory career, Rivard worked for Minneapolis Public Schools for seven years. 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 financial planning, focusing on written recommendations across various topics without discretionary trading authority.

Reilly Lee is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving clients at Wells Fargo Advisors in Bloomington, MN. Prior to joining Wells Fargo Advisors in 2025, he worked with Wells Fargo Clearing for nine years. Lee holds a 50% ownership interest in Birk and Lee Wealth Management Inc., an independent financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Doan Trinh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. They hold a Series 66 designation and have previously worked at Merrill, Bank of America, and Wells Fargo NA. 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 to inform its recommendations.

Theresa Crist is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company dating back to 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Maxwell Rottjakob is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Optum and various positions related to Saint John's University and other organizations. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Outside of his advisory role, he is involved with Staples Financial, Inc., focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with machine-learning and other research tools.

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lauren Richardson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and having 22 years of industry experience. She has been with Wells Fargo and its affiliates since 2004 and serves as a trustee of her father's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a broad platform of brokerage and advisory solutions.

Noel Tiemann is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding the Series 66 designation and 13 years of industry experience. He has been with RBC Capital Markets since 2011. Outside of his advisory role, Tiemann serves as Treasurer on the Board of Directors for his condominium association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Scott Demorett is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Temi Spitt is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, Temi worked with North Star Resource Group and Minnesota Life Insurance Company, among other firms. Outside of financial services, Temi volunteers with Her Next Play, a nonprofit focused on developing women leaders through sports. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of advisors and employs a multi-manager platform that includes both affiliated and third-party strategies.

Neal Benson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. His prior work experience includes roles in the automotive industry and other local businesses. 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.

Rustan Thayer is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Questar Asset Management, with additional involvement as an annuity wholesaler and insurance agent. He is engaged in selling fixed annuities, life, disability, and long-term care insurance as part of his financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary management.

Jennifer Edwards is a financial advisor with RBC Capital Markets in Minneapolis, MN. She holds Series 63 and Series 65 credentials and has seven years of experience at RBC Capital Markets following prior roles at Associated Bank and Burberry. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs. The firm integrates in-house and third-party investment managers and provides features such as tax management and responsible-investing options.