Andrew Glaisner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he provides pro bono financial planning to cancer patients through the Angel Foundation, assisting them with financial decision-making and debt management. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Larry Litt is a financial advisor with Ameriprise in Eagan, MN, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association for seven years. 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 recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessica Douglass is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Merrill in 2021, she worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of her advisory role, she holds a fiduciary position as a power of attorney for an investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matt Galazen serves as a Planning Consultant at Fidelity Investments, where he works closely with clients to develop customized financial plans. His approach emphasizes understanding individual goals, values, and priorities to provide practical guidance tailored to each client's unique circumstances. Matt has progressed through several roles at Fidelity Investments, including Financial Representative and Relationship Manager, before his current position. This experience has contributed to his professional expertise in financial planning and client relationship management. Outside of his professional work, Matt enjoys activities such as camping, hiking, traveling, reading, and spending time with his family.

Kayelani Mcvey Galvan is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Andersen Windows Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Macdonald is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and RobertHalf, as well as positions at the University of St. Thomas and CoreResources. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and an emphasis on assets held in Ameriprise Managed Accounts.

Derrick Damm is a financial advisor with Cetera in Edina, MN, holding ChFC®, Series 63, and Series 65 designations and bringing 24 years of industry experience. He previously worked at Foresters Financial and Foresters Investors Advisory Services, LLC before joining Cetera in 2019. He also serves as a trustee for the D&D Voehl Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors nationwide.

Ayotunde Idowu is a financial advisor with Ameriprise in St. Paul, MN, holding a Series 66 designation and 10 years of industry experience. Prior to joining Ameriprise in 2020, Idowu worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is involved in coaching and consulting athletes and participates in financial literacy initiatives, including public speaking and podcast interviews on personal wealth management. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research-driven strategies and tax-efficient withdrawal planning. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexander Vandyke is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2007. Outside of his advisory role, he spends a portion of his time involved in non-variable insurance products, including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to diversified model portfolios and research.

Jolene Pioske Breyer is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2017, including her current role starting in 2020. Outside of her advisory work, she serves as Vice Chair on the Southwest Metro Chamber of Commerce Board of Directors and co-facilitates a local networking group, MEANT, in Minnetonka. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement income recommendations.

Robert Bayer is a financial advisor with LPL Financial, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 25 years of industry experience, including 16 years with LPL Financial. In addition to his advisory role, he provides fixed life insurance solutions such as long-term care, universal life, and disability insurance through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Macabe Thoen is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Crown College and Minnewaska Area Schools. Outside of advising, he serves as a shot clock operator for Concordia Academy girls' basketball games. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Krueger is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He also operates as an independent insurance agent and owns Krueger Planning Company, which sells and services insurance, securities, and investment products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. 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 through a network of more than 10,000 advisors.

Benjamin Koemptgen is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has prior work experience at Ruttger's Bay Lake Lodge, Drake University, Chevrolet, and Cretin-Derham Hall. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Joy Nagle is a financial advisor with Raymond James Financial in Bloomington, MN, holding a Series 66 designation and 16 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2016. Outside of advisory work, she is an associate at NorthStar Asset Management, where she handles account maintenance and client communications. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Robert Liddle is a financial advisor with Cetera and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at Foresters Financial and Foresters Investors Advisory Services. He is the sole owner of Liddle Consulting, a separate business entity for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Eszter Tamas is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Ameriprise Financial Services. Tamas has been with Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

Blake Webster is a CFP® and Series 66-licensed financial advisor at Charles Schwab with four years of industry experience. He has worked at Charles Schwab & Co., Inc., Charles Schwab Bank, Fidelity Investments, Justice Finance Co, and Atlet Sports. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Yevgeniy Drozdov is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2016. He serves as a board member of the Slavic Church Golgotha and is a Business and Finance Committee member of the Minnesota CFA Society. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management delivered through multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services.

Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.