Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 planning that covers a broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.

Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

Nathan Schipper is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC in 2026, he worked at Thrivent Investment Management Inc and Thrivent Financial for nine years, as well as Questar Asset Management and Questar Capital Corporation for two years each. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Miranda Estrada is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate customized recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Greta Gleiter is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at MassMutual Life Insurance Co and Mass Mutual Investors Services. Prior to her financial services career, she worked in construction and at Bell International Laboratories. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Curtis Hintzman is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2005 to 2011. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions with a focus on diversification and modern portfolio theory.

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.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

Cory Odland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously held positions at Edward Jones and Summit Companies. Outside of his advisory role, he is involved in the sale of life insurance, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mark Gabriel is a CFP® and ChFC® with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Princeton, MN. Outside of his advisory role, he provides pro-bono financial planning through the Angel Foundation. Ameriprise is a large institutional firm offering a retirement-income planning service for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement income recommendations in partnership with its financial advisors.

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.

Robert Jackson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2020, he held roles at Under Armour and Total Wine and More. Outside of advising, he works as a Senior Inventory Analyst at Target Corporation, focusing on improving inventory reliability within distribution and delivery operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, emphasizing periodic reviews and a separation between planning and managed-account services.

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.

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.

Colin Schrof is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Target Corporation and Medline Industries, as well as research positions at the University of Wisconsin and the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.