Dennis Ahlm is a financial advisor with Ameriprise in Rogers, MN, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support its recommendations.

Jacob Nordly is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he held various positions in sectors including automotive sales and landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Steven Novacek is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2025. Outside of his advisory role, Novacek is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School's varsity team. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Troy Boyle is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked with Cetera and its affiliates since 2021 and previously spent seven years at VOYA Financial Advisors. Outside of his advisory work, he serves as president of the Hopkins Girls Basketball Booster Club, supporting the local girls' basketball program. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to various investment models and program options.

Emmalee Tollerud is a financial advisor at Edward Jones in Maple Grove, MN, holding a Series 66 designation. She has been with Edward Jones since 2022 and has prior experience with Allianz Life Financial Services and the Salvation Army Divisional Headquarters. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Laverty is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at General Mills and Epic Systems. 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.

Darin Dunham is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and three years at U.S. Bancorp Investments, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, supported by Wells Fargo’s research and planning tools.

Jason Lach is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2012. Outside of his advisory role, he coaches high school football. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Bryan Savage is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and First Allied Advisory Services. 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 wide range of financial planning and portfolio management services, leveraging both proprietary research and third-party asset managers across various strategies.

Anton Gougeon is a financial advisor with J.P. Morgan Securities in Plymouth, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Edward Jones and UBS, prior to his current role at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating an ESG framework and broader derivatives capabilities.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Shawn Murphy is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at multiple firms including Avantax and Welch Village. Outside of his advisory work, he serves as a ski instructor teaching beginner skiers during the winter season. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Kamanda Barber Ndama is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at US Bank before joining Ameriprise in 2018. Outside of her advisory role, she is a registered team member managing an advisory business under PASJ LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Grant Fossum is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. 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 and institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN. She holds Series 63 and Series 65 credentials and has nine years of industry experience, including two years at Wells Fargo Clearing before joining UBS in 2016. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Andrew Michaelides is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ic Advisory Services, Inc., The Investment Center, Inc., and Pinnacle Financial Solutions. Outside of his advisory role, he is employed with Pinnacle Financial Advisors, where he handles paperwork, filing, and appointments. 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.

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.