Douglas Sandahl is a financial advisor at Robert W. Baird & Co. with 36 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2008 and holds Series 63 and Series 65 licenses. Based in Minneapolis, MN, he is part of the DDK Group within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pensions, corporations, charitable organizations, and institutional clients, providing consulting and portfolio services tailored to client goals and risk tolerances. Their approach includes discretionary and non-discretionary portfolio management, separately managed accounts, and a range of traditional and non-traditional investment strategies.

Scott Stroeing is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he worked at Gervais Wealth Management and held roles focused on children's mental health case management at the Washburn Center for Children. LPL Financial serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Taylor Hansen is a financial advisor at Ameriprise in Eagan, MN, holding a Series 63 designation with 12 years of industry experience. He has been with Ameriprise since 2013. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ryan Marr is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked at Cetera since 2013 and is also the owner of two restaurant and bar businesses. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. 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.

Thomas Flinn is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked in catering and various other roles including positions at Bethel University and the North Suburban Soccer Association. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Potas is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with two years of industry experience. His prior work includes roles at American Income Life-Globe Life, The Cheesecake Factory, The La Crosse Country Club, and Grizzly's Woodfired Grill. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithmically supported recommendations.

Owen Peterson is a Financial Advisor with Merrill Lynch Wealth Management in the Saint Paul area. He specializes in liquidity management, personal retirement planning, and retirement income. Owen takes a planning-driven approach, working closely with clients to understand their priorities and translating complex financial concepts into clear guidance to support informed decision-making. Owen began his career with Bank of America in banking and later joined Merrill Edge before becoming a Financial Advisor with The Zawacki-Krebsbach-Droddy Group. This experience provides him with a comprehensive understanding of the full Bank of America and Merrill relationship, which he applies in his work. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation. Owen earned his bachelor's degree from the University of Minnesota Morris, where he double majored in Economics and Financial Management with a minor in Spanish. He was a member of the Spanish honor society. A native of Inver Grove Heights, Owen lives in South Saint Paul with his wife, Rachel, and their Golden Retriever, Freddy. His personal interests include fishing, football, golfing, hunting, skiing, and spending time with his family.

Richard Gwizdala is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has a background that includes over three decades at Avantax Advisory Services and Avantax Investment Services, as well as ongoing work in tax preparation and accounting through his own firms. He also serves as treasurer for a homeowners' association. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a network of independent advisors, employing a multi-manager platform with a variety of investment program options.

Jack Feyereisn is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles with the Minnesota Twins and several other organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing various in-house and third-party investment managers and tailored strategies.

Jennifer Dorniden is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Securian Financial Services, Inc. and the Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and consulting services across multiple program structures and custodial relationships.

John Reamer is a CFP®-certified financial advisor with Ameriprise, based in Edina, MN, and has 38 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he co-owns and manages advisory business offices that house multiple advisor practices. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

Alexander Hamer is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Morgan Stanley and Gradient Investments. Outside of his advisory role, he serves as a Community Council Director for YMCA Camp Widjiwagan, contributing to fundraising and advisory efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority.

Julie Patin is a financial advisor with Wells Fargo Clearing in Rogers, MN, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeremy Schottroff is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services Inc. since 2014. Outside of advising, he owns Indoor Fins, a retail business specializing in fish and aquatic pet gear, and serves as a trustee managing a family trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Eich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at RBC Capital Markets since 2018 and has experience with multiple investment services firms throughout his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Michael Schmidt is a Series 66-licensed financial advisor with Edward Jones in New Brighton, MN, where he has worked since 2022. He has two years of industry experience, previously working at Cantel Medical and US Bank. Outside of his advisory role, Schmidt is involved in choral activities, serving as a bass section leader at Hennepin Avenue United Methodist Church and as an ensemble singer with VocalEssence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices across the United States.

Thomas Crandall is a CFP® and CFA® charterholder with nine years of experience in financial advising. He has been with Ameriprise since 2016 in Minneapolis, MN. Outside his advisory role, he is pursuing a Ph.D. at Kansas State University and is active as an author and presenter in academic research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning using proprietary research, algorithmic tools, and tax-aware withdrawal strategies.

Robert Bryan is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Sullivan Cotter and Clinician Nexus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning areas without implementation or discretionary trading authority.

Virgil Brenny is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Brenny also operates ST CROIX WEALTH MANAGEMENT, an LLC providing securities services. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.