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.

Thomas Crandall is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding CFP®, CFA®, and Series 66 credentials and has 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is a Ph.D. student at Kansas State University engaged in academic research, authoring, and presenting. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources 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.

Coleman Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include seven years at LPL Financial and three years at RSM. In addition to his advisory work, he owns and operates a tax preparation business and is an insurance agent focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and technology, and it provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Rains is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has professional experience spanning roles at AT&T and BMO Harris Bank prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kelly Miller is a CFA® charterholder with 13 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Minneapolis, MN. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when selecting investment options.

Lucas Schaefer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Jpmorgan Chase Bank, Regal Creek Wealth Management, and Best Buy. Outside of finance, he has been involved with Leroy's Tavern. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Anders Sandberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He previously worked at Ameriprise Financial Services Inc. for five years. Outside of his advisory role, Sandberg owns a small construction business and serves as an investment committee member for the Chanhassen Lions Club Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and custody services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.

Adam Belpedio is a financial advisor with Ameriprise in Andover, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service team to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise managed accounts.

Taylor Mcleod is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Punch & Associates. Outside of advising, he is involved in creative design for a social media Instagram account called alltheragempls. RBC Wealth Management serves a diverse client base, including individuals, institutions, pension plans, corporations, and charities, offering a range of advisory programs with personalized portfolio management and financial planning services. The firm integrates a variety of investment managers and strategies, including responsible-investing options, supported by RBC’s capital markets and affiliated asset management capabilities.

Natalie Lebaron is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment managers.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

Aviral Chauhan is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations and one year of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual. Chauhan is involved with the Lakeville Soccer Club outside of his advisory role. 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.

Aaron Felix is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at RBC Capital Markets, LLC for twelve years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes proprietary research and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and participation linked to Ameriprise managed accounts.

Heidi Hillman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Dave Erickson is a financial advisor at Edward Jones in Mendota Heights, MN, holding a Series 66 designation with one year of experience at the firm. His prior experience includes positions at CHS Inc and Ecolab Inc, where he worked for a combined 20 years. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.