Connor O’Brien is a financial advisor at RBC Capital Markets with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 designation and previously worked at Prudential Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Grant Farley is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked with RBC Capital Markets and Pitch 2 Pitch since 2017. Outside of his advisory role, Farley works as a baseball instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Freddy Herrera is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates a centralized consulting team to deliver these services in partnership with its financial advisors.

Colin Aldentaler is a financial advisor at Merrill in West Saint Paul, MN, holding a Series 66 designation. He has been with Merrill and Bank of America since 2026, following previous roles at Huntington National Bank and Northwestern Mutual. Prior to his current career, he has held various positions across multiple industries including landscaping and food service. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform to provide access to a wide range of investment products and services.

Amy Sorrels is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and joined Merrill in 2011. Amy holds the CERTIFIED FINANCIAL PLANNER® designation, as well as Chartered Retirement Plans Specialist™, Certified Plan Fiduciary Advisor®, Certified Private Wealth Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor credentials. These qualifications enable her to serve as a consultant to business owners and their employees on various retirement and defined benefit plans including 401(k), 403(b), SIMPLE, and SEP plans. Amy earned a Bachelor of Arts degree in Accounting from the University of St. Thomas in 2003. Outside of her professional work, she has contributed to community organizations such as GIVING WoMN, a group supporting women's leadership in philanthropy, and has participated as an educator in the Junior Achievement program focusing on financial literacy. She is also involved in youth sports coaching through the YMCA of the North. Amy lives in Afton with her husband, Jeff, and their daughters, Jane and Vivian. Her personal interests include playing competitive tennis, golfing, cooking, baking, and spending time with her family.

Bennett Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Washington Trust Bank and has a diverse background including roles in education and service industries. 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 covering various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Michael Bills is a financial advisor with Wells Fargo Advisors in Mendota Heights, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. In addition to his advisory role, he owns and operates Consilium Advisory Services LLC, a family office practice based in Eagan, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds.

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.

Michael Bogden III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial, and has professional experience outside finance in sound design through his company, Michael Bogden Sound Design LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and analysis methods.

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Benedict is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Minnesota Bank and Trust. Bryan serves as a trustee for the Patricia Raht Marital Trust. 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 broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Sean Donnelly is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at U.S. Bank, Northwestern Mutual, and Target, as well as time at the University of North Dakota. Outside of his advisory work, he is involved with Royal Ideas LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal investment research, third-party data, and algorithmic tools, with recommendations implemented in collaboration with clients and their advisors.

Pamala Cross is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she works as a cashier at a retail store in Coon Rapids, MN. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nicholas Peters is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 12 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Elaina Huffman is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services Inc and Wells Fargo Clearing Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Peter F. Jackson is a financial advisor with UBS Financial Services in Saint Paul, MN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with UBS Financial Services since 1991. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Ann Rislove is a Series 66 licensed financial advisor with Edward Jones, based in Woodbury, MN. She has seven years of industry experience, all with Edward Jones since 2012. 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 offers a range of advisory programs and investment solutions under a fiduciary standard.

Samuel Schraut is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Mindlance Inc, Farmers State Bank, and has experience in various roles at the University of Northern Iowa. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written Recommendation Reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Terry Fisher is a financial advisor with Fidelity in Saint Paul, MN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Fidelity Investments in various capacities since 2006. Outside of his advisory role, he is a partner involved in managing a duplex rental property. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Rebecca Benvie is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with North Star Resource Group and Cetera Advisor Networks LLC. Outside of her advisory duties, she serves as Practice Coordinator at North Star Resource Group, supporting securities, insurance, and advisory business operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.