Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.

Heather Mootz is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, employing research-driven approaches and offering a range of investment and fiduciary services.

Michael Pender is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. His prior work includes service in the Minnesota Air National Guard and roles with the State of Minnesota and the College of St. Scholastica. Outside of his advisory role, he manages rental property and tenant relations in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Chuck Mcbeain is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Kirkland has been with Ameriprise since 2016, working in both Ameriprise Financial Services Inc and Ameriprise Financial Services, LLC. Based in Minneapolis, MN, Kirkland's practice is part of a large, diversified firm that serves individual and institutional clients. Ameriprise Financial Services offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to deliver written Recommendation Reports and ongoing advice based on investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and a product ecosystem influenced by affiliated sub-advisers and distribution arrangements.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela O'Leary is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and 32 years of industry experience. She worked previously at U.S. Bancorp Investments, Inc. for nine years before joining RBC Capital Markets in 2017. O'Leary serves on the board of directors and chairs the finance committee for Wayside Recovery Center, a nonprofit substance treatment center for women. RBC Wealth Management provides investment advisory, financial planning, custody, and brokerage services to a diverse client base that includes individuals, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.

Andrew Kronbach is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2024 and has prior experience as a full-time student and various entry-level roles, including working at Trader Joe’s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice. The firm’s approach integrates internal investment research, algorithmic tools, and collaboration between centralized teams and financial advisors, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicolas Boudewyns is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding the CFP® designation along with Series 63 and 66 licenses. He has 19 years of industry experience, including over 10 years with Wells Fargo Clearing and more than two decades with Wells Fargo Bank, N.A. Outside of his advisory role, he is connected to a personal beauty services business owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics to support diversified investment strategies across a broad platform of financial solutions.

Joe Perry is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Securities America Advisors and Waddell & Reed Inc. Outside of advisory work, Perry is involved in forensic accounting and operates a custom woodworking business; he also serves on the board of a homeowners association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Kurt Peterson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Edward Jones. He has ownership interests in investment-related entities AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Lucas Erickson is a financial advisor with Ameriprise Financial Services LLC based in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Ameriprise, Erickson has worked in various roles including at Lifetime Corporation and has been involved with USA Hockey and local golf clubs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware withdrawal planning.

David Briggs is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and has been affiliated with related Cambridge entities since 2014. Outside of his advisory role, he is an independent insurance agent with Benefit Strategies Group Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based solutions tailored to client objectives.