William Williams is a financial advisor at Ameriprise with 37 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1989 and continues at Ameriprise since 2020. He holds Series 63 and Series 65 designations. 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 recommendations and annual retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Leo Schlangen is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Ameriprise and Investment Centers of America. Outside of advising, he owns multiple H&R Block franchises and a tax preparation business. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Aaron Larson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006, following two years at Wells Fargo Investments. Larson also owns and operates an insurance agency, WaterRock Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Vande Vegte is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Thrivent Investment Management. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized consulting and portfolio services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

Todd Songstad is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has employment as a package handler with FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad array of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Michael Cich is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client's risk profile.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Daniel Farniok is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Farniok is co-owner of MDFF LLC, through which he manages his Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a structured, algorithm-supported framework.

Russell Runck is a CFP®-certified financial advisor with Ameriprise, based in Watertown, MN, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for the Watertown-Mayer Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers algorithmically supported, non-discretionary recommendation reports.

Kevin Kuhl is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at LPL Financial and Investment Centers of America, Inc. Outside of advising, he is an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Samuel Kittock is a financial advisor with Ameriprise in Howard Lake, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning four years. Before entering finance, he worked in management roles at Little Caesars and at North Dakota State University. 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 recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. 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 broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Michael Jacobs is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to guide client decisions.