Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Sahand Elmtalab is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. He has been with MassMutual and its affiliated firms since 2013. Outside of his advisory role, he is involved in sports memorabilia trading, serves on a city economic development authority committee, and holds positions in multiple business ventures including sales consulting and real estate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative client relationships and goal-based investment strategies.

Sheilah Lynch is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her financial advisory role, she pursues creative and musical interests as a songwriter and artist. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Tracy Hanson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having 23 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Mason Schuler is a financial advisor at LPL Financial in Maple Grove, MN, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining LPL, he worked in marketing and other financial roles, including at elk Marketing and Wells Fargo Home Mortgage. He is also the owner of Schuler LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicholas Moloczij is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Ameriprise since 2016 in Minneapolis, MN. 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 tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Steiner is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Sarah Heim is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior experience includes six years at RBC Capital Markets before joining Ameriprise Financial Services Inc and later Ameriprise. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joshua De Bilzan is a CFP® with 24 years of industry experience, currently with Ameriprise in White Bear Lake, MN. He has been with Ameriprise and its predecessor firms since 2001. Outside of his advisory work, he participates as a speaker at local schools and coordinates the Dave Ramsey Financial Peace University at Eagle Brook Church. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendations and ongoing retirement-income planning, utilizing proprietary research, third-party data, and algorithm-driven tools.

Arthur Sauerhaft is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and operates Kingston Shatnez Lab, which tests garments for compliance with Torah laws. 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 written recommendation reports and ongoing retirement income planning advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

Nathan Holm is a financial advisor with Ameriprise in St Louis Park, MN, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team and algorithmic automation overseen by a dedicated committee.

Andrew Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, combining in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Brian Mickelson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is Chief Financial Officer and financial advisor for TC Family LLC, where he manages company financials. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate modeling, tax strategies, and income planning. The firm delivers these services through a centralized consulting team and combines algorithmic tools with advisor oversight.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN. He holds a Series 63 designation and has 30 years of industry experience, including 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He is also a notary public in Brooklyn Park, MN. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jody Mcdonough is a CFP® professional with 30 years of experience in the financial industry. She currently works at OSAIC and has previously held roles at Woodbury Financial Services, Thrivent Financial for Lutherans, and Wells Fargo. Outside of her advisory work, she serves as president of Women in Insurance and Finance and holds board positions with Irish Arts Minnesota and Boss Women United, organizations focused on community engagement and supporting women in the financial industry. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services across various programs. The firm employs a model-based investment process with portfolio optimization and provides access to discretionary strategies and third-party money managers.

Blaise Poupore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Schaun Kirks is a financial advisor at Ameriprise in Minneapolis, MN, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for RBC Capital Markets Corporation for 18 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Brian Gray is a financial advisor with Ameriprise in Jordan, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, including American Enterprise Investment Services, INC, where he currently works. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base and offers a comprehensive range of advisory, brokerage, and insurance solutions.

Thomas Mc Carthy is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent since 2025 and previously worked in education at several Minnesota schools from 1999 to 2025. Outside of finance, he participates as a member of the Forest Lake Nordic Ski Team Booster Club, assisting with organizing equipment and fundraising activities for the team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based financial planning without portfolio management for institutional clients.