Deanna Pohl is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tami Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses with 18 years of industry experience. Her career includes roles at American Enterprise Investment Services Inc and RiverSource Distributors Inc. Ameriprise offers a retirement-income planning service designed for 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 to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Cochran is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Edward Jones since 2020 and previously spent 16 years at Feltl And Company. 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 and provides a range of discretionary and non-discretionary investment strategies through a large network of financial advisors and branch offices nationwide.

Mariann Rutter is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked at Cetera since 2023, with prior experience at Securian Financial Services, Inc. and CRI Securities, LLC. Additionally, she serves as a notary public and operates North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with multiple program structures and access to third-party managers.

Roy Smalley III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he works as an independent contractor baseball analyst for Souhan-Smalley Podcasts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Logan Freeburg is a Series 66-credentialed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its affiliated entities since 2024 and has a varied background including roles in education and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive planning on topics such as retirement, taxes, estates, and special needs without portfolio management or discretionary trading authority. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option called WealthPlan.

Daniel Nycklemoe is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved in group coaching through Breakthrough Table, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and third-party subadvisors.

Kevin Mullaney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at KM Consultancy LLC, Podimetrics, UnitedHealthcare, Optum, and Logistics Planning Services. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Matthew Machaiek is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Dain Rauscher Inc. since 2002. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Gregory Murphy is a CFP® with 26 years of industry experience, currently with Merrill in Saint Paul, MN. He has worked at Merrill since 2000 and also with Bank of America since 2009. Outside of his advisory role, he is the sole owner of a rental property business in Kihei, Hawaii. Merrill, along 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, retirement plans, corporations, and charitable organizations.

Ryan Schwingler is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Ryan is also associated with Pathway Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 licenses and having 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services 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 based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Katherine Iacarella is a financial advisor at Cetera with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Financial Services, Minnesota Life Insurance, and Jeffrey P. Scott & Associates. She also serves as registered staff at Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management options through multiple program structures and affiliations with various third-party managers.

Mark Maes is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he plays trumpet for church and small gigs. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized team to provide tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and asset management within Ameriprise accounts.

Anna Lomnicki is a financial advisor at RBC Capital Markets in St. Paul, MN, holding a Series 66 designation. She joined RBC Capital Markets in 2023 and has experience across various roles prior to her current position. 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 multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Robert Sabota is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Ameriprise since 2018 and prior positions at First International Bank and Trust and American Enterprise Investment Services. Outside of his advisory work, he serves as a personal care assistant for a nonprofit, providing mental and physical health support and medication management for a live-in family member. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Paul Wheaton is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise in Wayzata, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities unrelated to investment management. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Laura Buu is a financial professional with three years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked with firms including Thrivent Financial and Lalonde Wealth Advisor Group. Outside of her advisory role, she is involved as a registered practice coordinator supporting securities and planning business activities at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures under discretionary and non-discretionary authorities.

David Foster is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing and maintaining client relationships by providing personalized advice, guidance, and retirement planning. He works closely with clients to optimize their retirement plan benefits and guide small business clients in selecting suitable Merrill solutions for employee retirement plans. With over 17 years of experience at Merrill, David specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and investment consulting for both defined benefit and defined contribution plans. He provides ongoing performance tracking, personalized guidance, and periodic progress reviews to assist clients in reaching their individual financial goals. David holds a Bachelor's Degree in Information Technology and Business Communication from Robert Morris University. He has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Upper St. Clair, Pennsylvania, with his two children. Outside of work, David enjoys boating, camping, fishing, football, golfing, hunting, and skiing, and he values attending events planned by his children.

Edward Sachs is a Financial Advisor at Thrivent Investment Management with seven years of industry experience. He previously worked at Wayzata Research Group, LLC for twelve years, where he served as President. Sachs is also a board member of YMCA Camp Warren, a nonprofit organization offering resident summer camping through the Twin Cities YMCA. 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 financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing program.