Anthony Gunderson is a Series 66-credentialed financial advisor with 10 years of industry experience. He has been with Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Gunderson is based in Minneapolis, MN. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise accounts.

Diego Jaques is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has been with Thrivent since 2026. Prior to his current role, his experience includes positions outside of financial services, such as work at Wine Valley Golf Course and Walla Walla Country Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses and ongoing planning relationships without discretionary trading authority, emphasizing comprehensive written recommendations across a broad range of planning topics.

Maurice Jones is a financial advisor with Cetera in Saint Paul, MN, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services and the Minnesota Department of Transportation. In addition to his advisory role, he owns Ascension Financial Services, which provides financial coaching, tax, and business process services with a focus on inclusion and equity. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management programs and financial planning services across multiple custodial relationships and program structures.

Marcus Werner is a financial advisor at Ameriprise with 22 years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2004, serving in various capacities within the firm. Werner also holds a power of attorney role involving investment and bank savings accounts. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team to deliver research-based, non-discretionary retirement income recommendations.

Christopher Callan is a financial advisor with Ameriprise in Roseville, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to create customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kevin Bass is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management options and an emphasis on integrating in-house and third-party investment resources.

Bobbi Clark Hoger is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2009 and also works with American Enterprise Investment Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Andrew Rolnick is a financial advisor with Cetera in Minneapolis, MN, holding a Series 63 designation and over 30 years of industry experience. He has worked at Cetera since 2023 and has longstanding ties with North Star Consultants, Inc. and North Star Brokerage, Inc., where he has been involved for more than three decades. His outside business activities include serving as an agent/broker for fixed insurance sales and working with North Star Resource Group in financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with more than $256 billion in assets under management.

Gabriel Myren is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked previously at Lowe's, Ceres Global Ag. Corp, and DoorDash. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Seplak is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering 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 support its recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Johnathon Stulc is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and various positions connected to the University of Minnesota. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Deborah Zieman is a financial advisor with Ameriprise in Maple Grove, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is a partner in a musical band called 23rd Hour, where she books performances and performs at shows. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Colin Early is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has previously worked at firms including Northstar Resource Group and Securian Financial Services. In addition to his advisory roles, he is involved in fixed insurance sales through North Star Consultants & North Star Brokerage Group. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform.

Nicholas Schoeberl is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with five years at RBC Capital Markets and a total of twelve years in the industry. His prior experience includes roles at Wells Fargo Wealth and Investment Management and AEGON Asset Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party portfolio management, and features a broad capital markets platform with integrated lending and alternative investment options.

Sara Reincke is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. Her prior roles include positions at M Health Fairview - University of Minnesota Medical Center, E.T. Kelly & Associates, LLC, and Target Corporation. She is based in St. Paul, Minnesota. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advisory work through a network of financial advisors using proprietary research and model-based asset allocations.

Israrul Amir is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2018 and has concurrent roles at SAF Management Inc. and Wells Fargo Bank NA. Outside of his advisory work, Amir is a part-owner and actively manages a hotel business, Luck Country Inn, and also works as a part-time driver for rideshare services Lyft and Uber. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their investment process is IPS-driven and includes a range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

Scott Thole is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 20 years of experience helping high net worth families develop and manage financial strategies. He holds the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Advisor in Philanthropy® designation, offering expertise in areas such as financial independence, risk management, retirement planning, tax minimization, trust structures, estate planning, and charitable giving. Before joining Merrill Lynch, Scott served as Vice President at Morgan Stanley in Chicago for a decade, gaining insight into leading financial firms. He co-founded Chicago HOPE, a nonprofit organization providing four-year college scholarships and mentoring to low-income students, which has maintained a 100% graduation rate since its inception in 2006. Scott earned his MBA from St. Xavier University and his bachelor's degree from St. Mary's University. He lives in North Oaks, Minnesota, with his wife, Julie, and their three daughters.

Travis Vanden Broeke is a financial advisor with Ameriprise in Blaine, MN, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing 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 a non-discretionary advisory approach supported by algorithmic automation and a centralized consulting team.

Lauren Rishovd is a Series 66 registered advisor with Morgan Stanley in Minneapolis, MN. She has one year of industry experience and previously worked at Google LLC and Dorsey & Whitney LLP. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning using firm-approved tools and methodologies.

Joao Felipe De Avilez Demoro is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to joining J.P. Morgan, he held positions at Georgia Institute of Technology and BTG Pactual. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.