Mallory Travis is a Series 66-licensed financial advisor at Morgan Stanley in Minneapolis, MN, with 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Shawn Gaustad is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including INVEST Financial Corp., Wells Fargo Clearing, Wells Fargo Investments, and Merrill. He is also involved with Topline Fcu. 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 portfolio programs, and institutional platforms.

Alan Johnson is a financial advisor with OSAIC based in Plymouth, MN, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Royal Alliance and multiple AdvisorNet Financial entities. Outside of advisory work, he owns and operates a woodworking business where he designs and sells custom gifts, signs, and furniture. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across a variety of asset classes.

Thomas Coppersmith is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a background with Wells Fargo Bank dating back to 2013. Outside of his advisory role, he works as a clerk at a Kwik Trip gas station in Delano, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zenon Westrum Ostrom is a financial advisor at Ameriprise in Minneapolis, MN, holding the Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise and Cetera Advisor Networks LLC, as well as prior positions in education at the University of Minnesota Duluth and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware strategies, and ongoing advice.

William Lundquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming its first financial advisor in South Dakota. Following Norwest's merger with Wells Fargo Investments, he continued to work with families across South Dakota and neighboring states to develop and implement wealth management strategies. In 2010, he joined Merrill Lynch to further serve his clients. William holds a double major bachelor's degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include executive compensation, philanthropic planning, liquidity management, retirement income, and tax minimization, among others. Throughout his career, he has focused on building open relationships with individuals and families to understand their financial goals and provide comprehensive guidance. In addition to his advisory role, William is actively involved in his community. He is currently a member of the Investment Committee at Augustana University and serves on the Board of the South Dakota Children’s Home Foundation. Over the past four decades, he has contributed to various non-profit boards, including United Way, the South Dakota State Board of Tourism, South Dakota Symphony, Sioux Falls YMCA, and Augustana University Board of Trustees. William and his wife have been married for over 40 years and have three sons and five grandchildren.

Molly Wilson is a financial advisor with Ameriprise in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she co-owns Zimmerman and Associates and serves with the Orono Foundation, a nonprofit supporting local schools. Ameriprise Financial Services is a large, diversified firm that provides services to individual and institutional clients, including a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies for retirement planning.

Angela Tarara is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and previously worked at RBC Capital Markets for six years. In addition to her advisory role, she serves as a registered administrative assistant at AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

John Jacobson is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Primerica Advisors, Guardian Life Insurance Company, and The Jacobson Group, Inc. Outside of his advisory role, he serves as a trustee for multiple trusts and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborative reviews using firm-approved analytical tools.

Eliza Evans Teague is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. She has been with Thrivent and its affiliated entities since 2016, with prior experience serving the City of Tekoa from 2021 to 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm’s approach integrates goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called “WealthPlan.”

Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 that covers a broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.

Joseph Miller is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC, he held roles at MDRC and Literacy Minnesota, and participated in the Fulbright U.S. Student Program. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized investment strategies through various advisory programs and access to both in-house and third-party managers.

Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

Nathan Schipper is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC in 2026, he worked at Thrivent Investment Management Inc and Thrivent Financial for nine years, as well as Questar Asset Management and Questar Capital Corporation for two years each. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Miranda Estrada is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate customized recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Eric Thompson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of Hirshfield's, Inc., a home decorating company. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and portfolio management services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Greta Gleiter is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at MassMutual Life Insurance Co and Mass Mutual Investors Services. Prior to her financial services career, she worked in construction and at Bell International Laboratories. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Curtis Hintzman is a CFP® with 32 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Blaine, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach 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.