Andrew Pudwill is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2016 and at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he owns and operates Telaris LLC, a small business focused on client acquisition and software setup. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Adam Himelson is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory role, Himelson is involved in event planning through Himelson Enterprises Inc. Osaic Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo, Une worked at Ameriprise for one year. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Meyer is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and nine years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lucas Aubin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Caissa Wealth Strategies and MPPL Financial. 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.

Mikkie Hoang is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and with Wells Fargo Bank, NA since 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 supported by research from Wells Fargo Investment Institute and third-party data.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brenda Ingli is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Thrivent Financial, RBC Capital Markets, and EFS Advisors. 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.

Christopher Hager is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including previous roles at Wells Fargo Investments, LLC. 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 integrates research and analytics with a diversified investment approach.

Roderick Dixon is a financial advisor with Fidelity Investments in Minneapolis, MN, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Scottrade, Uber, Angi Homeservices, and the US Census Bureau. Fidelity's Strategic Advisers LLC, where he is based, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies and intermediary platforms.

Evan Kvittem is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He currently works at OSAIC and previously spent eight years at SagePoint Financial. Outside of his advisory role, he serves as Vice President and Treasurer of EKE LLC, a business supporting advisor partnerships, and operates a sole proprietorship providing insurance sales and servicing. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various program options and maintains a complex affiliate network supported by private-equity ownership.

Omotayo Famodu is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, Famodu held roles at Wells Fargo Bank, Scope Solutions, and Estelle. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Miller is a financial advisor at Ameriprise with 23 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its predecessor firms since 2003. 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 recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joel Kram is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management 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 planning across various topics, including retirement and estate planning, while keeping planning services separate from portfolio management.

Emily Malecha is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. She is the owner of E. Malecha, LLC, a financial services firm, and is also affiliated with North Star Resource Group. Her prior experience includes roles at Securian Financial Services, Minnesota Life Insurance Company, and CRI Securities, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, 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.

Daniel Enright is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Beth Wills is a CFP® with 38 years of industry experience and is currently an advisor at Ameriprise in Arden Hills, MN. She has been with Ameriprise and its affiliated entities since 2005. 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 Recommendation Reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Derek Scanlon is a financial advisor at Ameriprise Financial Services, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following five years at RiverSource Distributors Inc. Outside of his advisory role, he serves as an unpaid assistant fastpitch softball coach. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.