James Tabery is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate firms since 2010. Tabery provides pro bono financial planning services to cancer patients through the Angel Foundation’s Financial Cancer Care Program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies, with recommendations supported by proprietary research and third-party data.

Kelly Contreras is a Series 66-licensed financial advisor with Edward Jones in Lakeville, MN, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Darin Mastroianni is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he was involved with reMASTROed LLC from 2017 to 2018. Outside of his advisory role, he serves as a baseball coach for several local organizations in Edina, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Jeffrey Hammer is a financial advisor at Ameriprise with two years of industry experience. He previously worked at U.S. Bank from 2017 to 2021 and had an earlier tenure at Ameriprise from 2015 to 2017. Outside of advising, he is involved as a paraplanner with WDA, Inc., assisting with financial planning and practice operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on clients meeting specific investable asset criteria.

Evelyn Rhines is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 credential and has worked at firms including City National Bank, RBC Capital Markets, and Scottrade. Outside of finance, she owns several sole proprietorships focused on health, wellness, and motorcycle riding. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios.

Derek Steele is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Lakeville, MN, and has 11 years of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jamie Lexvold is a financial advisor at Edward Jones with seven years at the firm and five years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked as an independent contractor shopper for Instacart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Carson Jones is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Brian Benz is a financial advisor at Edward Jones in Edina, MN, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Julio Castillo is a financial advisor at RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 licenses with six years of industry experience. His prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients' risk profiles.

Michael Nakashima is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera in Bloomington, MN. He previously worked for Concourse Financial Group Securities Inc. for nine years and has operated Innovate Financial Inc. since 2007. Outside of his advisory role, Nakashima works as an educator and trainer for the Federal Executive Board of Minnesota, providing federal benefits education to state agencies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, utilizing both affiliated and third-party investment managers.

Scott Yeomans is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Thrivent Financial, RBC Capital Markets, and Northwestern Mutual. Yeomans also teaches at the University of Northwestern in St. Paul. 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 investment and advisory services including financial planning, model portfolio programs, and institutional platforms.

Kevin Bille is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Based in Minnetrista, MN, he holds a Series 63 license. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported advice.

Teisha Berger is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Frank Shimkus Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation and Burns Brother Financial Group. He also operates as an independent insurance agent specializing in non-variable life insurance. 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 portfolios, third-party asset management, and institutional platforms.

Bruce Lick is a financial advisor with Wells Fargo Clearing in St. Paul, MN, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, he co-owns Lost Mallard Studio, where he provides voice talent. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Christian Lewis is a financial advisor with Ameriprise in Burnsville, MN, holding Series 65 and Series 66 credentials and bringing 19 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, and RIVERSOURCE DISTRIBUTORS INC. Lewis also served with the Lakeville Fire Department for 13 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexandra Stanton is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at United Planners Financial Services and ProEquities Inc. Outside of her advisory role, she is involved in independent insurance agencies and owns a real estate business. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides diverse investment implementation options through various platforms and proprietary as well as third-party model strategies.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.