Michael Kotila is a CFP® with 18 years of industry experience. He is currently affiliated with MassMutual Investors Services in Minneapolis, MN. His prior roles include positions at LPL Financial and Larson Financial. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborations that emphasize goal analysis and strategy recommendations.

Andrew Freiberg is a financial advisor at Fisher Investments in Saint Paul, MN, with 10 years of industry experience. He holds the Series 66 and Series 65 licenses and previously worked at Pacer Financial, Inc., Goldman Sachs & Co LLC, Inland Securities Corporation, and Thrivent Financial. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management through a centralized investment process that blends quantitative and qualitative research, employing tax-aware strategies and risk management tools across globally diversified portfolios.

Brendon Hedlund is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds Series 66 and Series 63 credentials and has one year of industry experience. His prior work includes roles at Independent Financial Group, LLC and Diversified Tax Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering one-time or ongoing planning engagements that cover a broad range of topics without including implementation of recommendations. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

James Hershey is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including over two decades at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research teams and third-party strategists.

Peter Anderson is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored planning, primarily focusing on assets held within Ameriprise-managed accounts.

Michael Jastrow is a CFA® charterholder with 20 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Minneapolis, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver tailored, written Recommendation Reports through a centralized consulting team.

Donna Klicka is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning.

Austin Murphy is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and its affiliated entities since 2017. Murphy serves on the Board of Directors for Landing at North Meadows. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, providing tailored recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach and offers a broad range of advisory, brokerage, and insurance solutions.

Carrie Hancock is a financial professional with 21 years of industry experience. She holds the ChFC® and Series 66 designations and is currently associated with Cetera and North Star Resource Group. Her prior experience includes 18 years at Securian Financial Services, Inc. Hancock also engages in financial services through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.

Samuel Marolt is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and served six years with the Bureau of Land Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions through a large network of financial advisors.

Benjamin Theis is a financial advisor at Ameriprise Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Well Groomed Lawns and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lou Matossian is a financial advisor at Ameriprise with five years of industry experience. He holds the CFP® designation and Series 66 license. His prior roles include positions at Fidelity Brokerage Services LLC and Morgan Stanley. Matossian serves on the board and parish council of St. Sahag Armenian Church. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Cindy Bakke is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, NA since 2008. 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 menu.

Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Andrew Mc Connell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Wells Fargo Clearing and has prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Corebridge, McConnell Financial, and Northwestern Mutual Life Insurance Company. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Sarah Joseph is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Outside of her advisory role, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services tailored to each client’s risk profile.

David Jungquist is a financial advisor with OSAIC based in Minneapolis, MN. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining OSAIC in 2023, he worked at Octagon Wealth Management, LLC and FSC Securities Corporation for over 20 years each. Outside of his advisory role, he serves on the investment committee for Delasalle High School’s endowment fund and is a member of the parish council at Annunciation Catholic Church. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering financial planning, advisory services, and managed portfolios. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittany Bonde is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having six years of industry experience. She has been with Wells Fargo Bank, NA since 2016 and with Wells Fargo Clearing Services, LLC since 2019. 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.

Peter Bouillon is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. His prior roles include positions at Innovative Planning Group/LPL Financial and MassMutual Life Insurance Company. Outside of finance, he has worked in municipal parks and recreation as well as university dining services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses proprietary software and structured annual planning engagements to deliver written recommendations focused on investment categories and strategies.