Allison Obrien is a financial advisor at UBS Financial Services in Minneapolis, MN, with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she coaches youth hockey with the Stillwater Area Hockey Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides both discretionary and non-discretionary portfolio management.

Kimberly Wefel is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation. She has one year of industry experience and previously worked in the public school system for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendations and ongoing planning focused on retirement income sources and tax-aware withdrawal strategies.

Jesse Thompson is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, Jesse is also involved in real estate sales and administration as a licensed realtor. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports combining research, modeling, and tax-efficiency analysis, with a focus on assets managed within Ameriprise accounts.

Lydia Wilson is a financial advisor at Thrivent Investment Management with 21 years of industry experience. She holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with clients able to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brittany Brown is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. Her prior career includes roles at Minnesota Life Insurance Co, Securian Financial Services Inc, and Total Drain Solutions. She also has involvement as a fixed insurance agent with North Star Resource Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Vadim Salov is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Tutt is a financial advisor with Osaic Wealth, holding CFP® and ChFC® designations and possessing 17 years of industry experience. Prior to joining Osaic in 2023, he worked at Cambridge Investment Research Advisors and Sii Investments, Inc. He also operates a sole proprietorship, Minnesota Financial Resources, where he assists clients with fixed insurance and fixed annuities. Additionally, he is a notary for the state of Minnesota. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a range of managed strategies supported by various tools and third-party managers.

Ryan Reuss is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliates since 2011. Outside of his advisory role, he acts in fiduciary capacities such as attorney-in-fact, trustee, or personal representative. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered by a centralized consulting team.

Tracy Veillette is a financial advisor with Cetera, holding CFP® certification along with Series 63 and 65 licenses, and has 34 years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2021, and previously was with VOYA Financial Advisors. In addition to her advisory role, she is an insurance agent selling fixed annuities and owns a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform supporting various investment strategies and program structures.

Nickolas Holper is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers.

Marlond Day is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. His prior work includes roles at Riversource Distributors, Inc. and Ameriprise Financial Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing both proprietary research and third-party data within a defined investment framework.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

Bradley Lange is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Cetera Advisor Networks LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary management options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Ryan Lewis is a CFP® with 21 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes over a decade at Morgan Stanley in various roles across its private banking and wealth management divisions, as well as two years at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and a variety of strategic and tactical investment options.

Christine Kane is a financial advisor at Ameriprise in Minneapolis, MN, with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and its affiliated entities since 2015. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Maria Russell is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Gradient Securities, LLC, RIA Registrar, LLC, and RBC Capital Markets. Russell is based in Minneapolis, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rory Cardinal is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Andrew Ramsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Wayne Helm is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch as a Financial Advisor in 1996 and holds the Chartered Financial Analyst (CFA) charter as well as the CERTIFIED FINANCIAL PLANNER (CFP) certification. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Personal Investment Advisor (PIA). Wayne is a member of professional organizations including the CFA Institute, CFA Society of Minnesota, and the Certified Financial Planner Board of Standards, Inc. With extensive experience in wealth management, Wayne helps clients pursue their financial goals whether professional, personal, or a combination of both. He leverages the investment insights and banking capabilities of Merrill Lynch and Bank of America, including access to specialists in retirement planning, wealth transfer, insurance, estate, and trust services. He has appeared on the nationally syndicated television program "On the Money" and has been a guest speaker at forums such as the Star Tribune Personal Investment Strategies Conference, the University of Minnesota’s Carlson School of Management, and Hamline University’s graduate program in Public Finance. Wayne earned a bachelor's degree in mathematics from Old Dominion University and an MBA in finance from the University of Minnesota, where he was recognized as a Carlson Scholar. He also earned the Chartered Retirement Planning Counselor designation from the College for Financial Planning Institutes Corp. Outside of his professional work, Wayne's personal interests include photography, surfing, and swimming.