Kara Schiller is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked exclusively with Ameriprise since 2019, following prior roles in the hospitality sector. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on generating reliable retirement income through tax-aware strategies and personalized planning.

Devin Olson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016, following a one-year tenure at Ameriprise Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Annie Reed is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked in the St. Francis School District and at Minnesota State University, Mankato. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

Sunil Singh is a financial advisor with Ameriprise based in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Ameriprise Financial Services Inc., Ameriprise, Riversource Distributors, Inc., and American Enterprise Investment Services Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, 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 personalized retirement advice, primarily for clients with assets in Ameriprise-managed accounts.

Cade Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at RBC Capital Markets, LLC for three years and has experience in educational roles at the University of Minnesota and Waunakee High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Faig is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Thrivent Investment Management, Purshe Kaplan Sterling Investments, Fidelity Investments, and Scottrade. Outside of his advisory roles, he has worked in the restaurant industry as a pizza delivery driver. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Erica Cochran is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at North Star Resource Group and Huntington Surrey, along with a four-year tenure at St. Edward's University. She also serves as a Practice Coordinator at Confidere Financial, supporting advisors with securities and planning work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment options and program structures.

Cole Jaksa is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2023, he worked at Ameriprise for one year. His background includes various roles outside finance, such as employment at a bar and grill and in retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers services including fee-based planning, portfolio management, and capital markets solutions.

Hannah Hall is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles including positions at Jpmorgan Chase Bank, N.A., Affinity Plus Federal Credit Union, and the University of Wisconsin. Outside of finance, she has been involved with the University of Wisconsin RecWell and youth sports organizations. J.P. Morgan Securities LLC 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connor O’Brien is a financial advisor at RBC Capital Markets with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 designation and previously worked at Prudential Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Grant Farley is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked with RBC Capital Markets and Pitch 2 Pitch since 2017. Outside of his advisory role, Farley works as a baseball instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Freddy Herrera is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates a centralized consulting team to deliver these services in partnership with its financial advisors.

Amy Sorrels is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds multiple professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor® (CPWA®), Chartered Retirement Plans Specialist™ (CRPS™), and Certified Plan Fiduciary Advisor® (CPFA®). Her expertise encompasses complex financial challenges faced by affluent individuals and families, including advanced wealth management, tax planning, estate planning, executive compensation, and multigenerational wealth transfer strategies. Amy also advises business owners and executives on retirement plans such as 401(k), 403(b), SIMPLE IRA, SEP IRA, and defined benefit plans. She focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, small business strategies, women and wealth, and retirement income. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. She has served as a board member of GIVING WoMN, an organization dedicated to nurturing women's leadership in philanthropy, and as an educator for Junior Achievement in financial literacy. Outside of her professional work, Amy is involved in her community as a youth basketball coach for YMCA of the North and enjoys tennis, golf, cooking, baking, and spending time with her husband Jeff and their daughters, Jane and Vivian.

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.

Michael Bogden III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial, and has professional experience outside finance in sound design through his company, Michael Bogden Sound Design LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and analysis methods.

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Benedict is a financial advisor with Wells Fargo Clearing based in Minneapolis, MN. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2024, he worked at Bank of America, Merrill, and Minnesota Bank and Trust. He also serves as a trustee for the Patricia Raht Marital 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sean Donnelly is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at U.S. Bank, Northwestern Mutual, and Target, as well as time at the University of North Dakota. Outside of his advisory work, he is involved with Royal Ideas LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal investment research, third-party data, and algorithmic tools, with recommendations implemented in collaboration with clients and their advisors.