Kyle Schiffler is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, where he has worked since 2001. He has 24 years of industry experience and previously worked with Axa Advisors, LLC for 19 years. Outside of his advisory role, he serves as Chief Manager of Canopy Financial Group, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models, delivering services through a network of Investment Adviser Representatives.

Dennis Sseruwooza is a financial advisor at Ameriprise in Farmington, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in senior care roles, including positions at Cassia Apple Valley Villa and Entrust Care. Outside of advising, he has provided assistance with activities of daily living for persons in long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dickerson is a CFP® professional with 27 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he collects passive farm rental income as a landowner. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed-account programs under consolidated billing.

Kevin Huseth is a financial advisor with LPL Financial in Roseville, MN, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.

Sahand Elmtalab is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. He has been with MassMutual and its affiliated firms since 2013. Outside of his advisory role, he is involved in sports memorabilia trading, serves on a city economic development authority committee, and holds positions in multiple business ventures including sales consulting and real estate. 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 provides financial planning, asset management, and educational programs, emphasizing collaborative client relationships and goal-based investment strategies.

Sheilah Lynch is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent and its related entities since 2014. Outside of her financial advisory role, she pursues creative and musical interests as a songwriter and artist. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Tracy Hanson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and having 23 years of industry experience. She has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party managers.

Patrick Sienko is a financial advisor at RBC Capital Markets with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Nicholas Moloczij is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Ameriprise since 2016 in Minneapolis, MN. 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 tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Steiner is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following nine years at Wells Fargo Advisors, LLC. 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’s 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.

Sarah Heim is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior experience includes six years at RBC Capital Markets before joining Ameriprise Financial Services Inc and later Ameriprise. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joshua De Bilzan is a CFP® with 24 years of industry experience, currently with Ameriprise in White Bear Lake, MN. He has been with Ameriprise and its predecessor firms since 2001. Outside of his advisory work, he participates as a speaker at local schools and coordinates the Dave Ramsey Financial Peace University at Eagle Brook Church. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines written recommendations and ongoing retirement-income planning, utilizing proprietary research, third-party data, and algorithm-driven tools.

Arthur Sauerhaft is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he owns and operates Kingston Shatnez Lab, which tests garments for compliance with Torah laws. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice that incorporates asset allocation, withdrawal strategies, and Social Security options.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Todd Hyland is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is a partner and lead trainer at Bell-2-Bell Technologies and co-owner of Serendipity by Design, LLC, a consulting business focused on improving client business processes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and maintains an operational model that includes tiered wrap fees and ongoing oversight of its investment offerings.

Nathan Holm is a financial advisor with Ameriprise in St Louis Park, MN, holding Series 63 and Series 66 licenses. He has 20 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team and algorithmic automation overseen by a dedicated committee.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning that covers a wide range of topics and allows clients to integrate planning with managed-account services while keeping them distinct.

Andrew Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, combining in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Scott Jarnot is a financial advisor with LPL Financial in New Brighton, MN. He holds a Series 63 designation and has 30 years of industry experience, including 20 years with Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He is also a notary public in Brooklyn Park, MN. 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.