Ann Benson is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with OSAIC Wealth since 2014. She also served as a registered assistant at Financial Dimensions Group Inc. from 2014 to 2024. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios tailored to client needs.

Keenan Lund is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His background includes roles at Travelers and Augsburg University, as well as service with the United States Air Force Academy. Outside of advisory work, Lund is involved with the Eagan Youth Hockey Association as a tryout evaluator. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning centered on dependable income and tax-aware withdrawal strategies.

Tyler Swanson is a CFP®-certified financial advisor at LPL Financial with 13 years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, Commonwealth Financial Network, and FPS Financial, Inc. He is based in Bloomington, 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 advisory and brokerage services through a large network of advisors, providing access to financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Joas is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank. Outside of his advisory role, he is a passive investor in several private venture capital entities and healthcare-related businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies that utilize both in-house and third-party managers, and provides integrated financial planning, custody, and brokerage services.

Dale Lawrence is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following five 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 options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options among its offerings.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Elton Chan is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Chan serves on the Board of Directors for the National Society of Compliance Professionals, a nonprofit organization supporting compliance professionals in the financial services industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers planning and managed-account services separately, with ongoing periodic reviews and no discretionary trading authority for the planning service.

Stevan Kafitz is a financial advisor at Cetera with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an agent/broker involved in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes both affiliated and third-party managers, with more than $256 billion in assets under management.

Bernardo Escobedo Diaz is a CFP® certificant with 13 years of experience in the financial industry. He currently works at Charles Schwab and Charles Schwab Bank, having previously held roles at Merrill, Morgan Stanley, and Wells Fargo. He also has experience teaching at Brandman University. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and supervisory structures.

Scott Wilkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. In addition to his advisory work, he has been involved with Andover Building & Development Corporation since 1982. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and algorithmic automation, while providing a broad range of advisory, brokerage, and insurance solutions.

Reid Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Macquarie and Cargill. He is currently based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Thomas Karp is a CFP®-credentialed financial advisor with 28 years of industry experience. He is currently with OSAIC, where he has worked since 2023, following a 14-year tenure at Sagepoint Financial, Inc. Karp is also the owner of Karp Financial Advisors, Inc., through which he provides tax preparation and assists clients with term life insurance and fixed annuity products. Additionally, he serves as a member of the Finance Committee for the Encampment Forest Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement plan consulting. The firm employs various asset-allocation tools and third-party partnerships to construct portfolios that include a diverse mix of securities and alternative investments.

Laura Gerke is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. 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 retirement income planning, which includes a written Recommendation Report and ongoing advice based on research, third-party data, and algorithmic tools.

Vincent Berndt is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2025, he worked at LPL Financial and Wings Financial Credit Union. He also has experience at RBC Wealth Management, TD Ameritrade, and has held roles related to education at Creighton University and local schools. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of internal and third-party managers, alongside integrated lending and alternative investment options.

Victoria Morgenthaler is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has been with Thrivent since 2025. Previously, she has had roles at Battle Creek Church and Oliveto. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Glenn Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and Wells Fargo Bank since 2008. Outside of finance, he has worked as a contractor for food delivery services including DoorDash and Uber Eats. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Scott Stoneking is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2013, including roles at Wells Fargo Advisors and Wells Fargo Bank. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Gary Gabor Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Transamerica Life Insurance Company, and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisors.

Drew Albrecht is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he held various roles including at the University of Northwestern St. Paul and Hallmark Builders Inc. He also has experience working with Doordash and Shipt. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Joshua Liebelt is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He worked at Riversource Distributors, Inc. for 17 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and algorithmic automation to generate tailored recommendations.