Richard Sundberg is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management since 2002 and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning as either a one-time or ongoing service. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Kyle Bergacker is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. His career includes positions at RBC Capital Markets, Gradient Investments, Ameriprise Financial, and OppenheimerFunds. 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 multiple advisory programs with customized portfolio management, financial planning, and brokerage services, utilizing a range of internal and third-party investment managers and solutions.

Michael Schumacher is a financial advisor with Ameriprise in Arden Hills, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Ameriprise since 2018 and previously worked at Solidity Financial LLC and Medtronic. Schumacher serves on the Board of Directors for the Minneapolis School of Anesthesia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Harley Bohrman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2007, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory work, he is involved in managing rental property in Saint Paul, MN. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Thomas Kuykendall is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked at firms including North Star Resource Group and Minnesota Life Insurance Co. Kuykendall is involved in youth sports coaching and serves on multiple community and nonprofit boards in Minnesota, including the Minnesota Youth Athletic Services and local school athletics committees. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Nick Durst is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior experience at Wells Fargo Bank, Edward Jones, and Financial Recovery Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Blair Haslerud is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, Series 65, and Series 66 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. 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 to deliver tailored, non-discretionary recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Joel Carey is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Ryan Dowhower is a financial advisor with Ameriprise in West St Paul, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Fischer is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Levi Klein is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Skyhawk Sports, Superior Asphalt, and a four-year period at Denison University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jordan Meier is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Thrivent, Meier worked in various roles including at Limitless Male medical clinic, Diamond Plastics, and Eberl Plumbing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning on a one-time or ongoing basis, addressing a range of topics without portfolio management or institutional advisory services.

Ian Scheerer is a financial advisor with Wells Fargo Clearing in Rochester, MN, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney on investment-related matters for family members. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menu.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Hannah Rasmussen is a financial advisor with Cetera, holding a Series 66 designation. She has one year of industry experience and previously worked at Waypoint Wealth Group and Cetera Wealth Services, LLC. Outside of finance, she has experience in the hospitality sector, having worked at Blackhawk Country Club and The Great Dane Pub and Brewing Company. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Ethan Schammel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial industry, such as positions at Red Lobster and Target, and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Muldowney is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.

Regina Lierman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has recently joined Thrivent after nearly three decades at Trinidad Benham Corp. and two years at Illinois Foundation Seed Inc. Regina has one year of experience in the financial advisory industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management for institutional clients. Their approach includes written recommendations across various planning areas with the option to combine planning and managed-account services under a consolidated billing arrangement.

Calvin Adams is a financial advisor at Cetera based in Minneapolis, MN, holding a Series 66 designation. He has less than one year of industry experience. Outside of his advisory role, he is involved with the Global Ambassador Hotel. 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 and financial planning services through a multi-manager platform that includes affiliated and third-party managers.