Vanessa Glass is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of her advisory role, she acts as a trustee and co-trustee for family-related investment trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gregory Thurin is a financial advisor at Ameriprise with 36 years of industry experience. He has held roles at Ameriprise Financial Services, Inc. since 1990 and has been with Ameriprise since 2020. He holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing planning advice and recommendations based on proprietary research and third-party data.

Andrew Huseby is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held roles at JPMorgan Chase Bank, Castlelake, Eaton Vance Distributors, Parametric Portfolio Associates, and Imperial Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Walsh is a financial advisor with Ameriprise in Cottage Grove, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise since 2018 and previously worked at Waddell & Reed, Inc. Outside of his advisory role, he is involved with the Cottage Grove Athletic Association. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research-driven strategies and algorithmic tools to provide tailored, non-discretionary recommendations focused on income sources, tax efficiency, and Social Security options.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Jason Exley is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including prior work at Wells Fargo Investments, LLC. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Ethan Quarandillo is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Merrill, he worked in retail and education, including positions at Milbern Clothing Company, Walmart, and local schools in Minnesota. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Robert Hessler is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Hessler serves as a referee for women's lacrosse. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support these plans, with an emphasis on assets held in Ameriprise Managed Accounts.

Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

Bradley Piermantier is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following roles at Wells Fargo Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside notable capital markets and alternative investment capabilities.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Austin Bock is a CFP® professional with nine years of industry experience, currently serving with LPL Financial. His prior roles include positions at Ameriprise Financial Services, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Board of Directors for the Alpha Delta Phi MN Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research purposes.

David Keller is a Series 63 licensed financial advisor with Mass Mutual Investors Services in Minneapolis, MN, where he has worked since 1995. He has 31 years of industry experience, all spent at MassMutual and its affiliated firms. Outside of his advisory role, Keller is involved in managing his own real estate ventures through Keller 1, LLC and Keller Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using collaborative, goal-oriented planning processes.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent five years at Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Hudson Raidaire Booster Club, acting as treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, tailoring investment strategies to individual risk profiles through a blend of internal and external investment managers.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Eric Wenkus is a financial advisor with UBS Financial Services in Edina, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets and has been involved with GolfSport, a small golf retail store, for over two decades. Outside of his advisory role, he coaches youth hockey and has served as an assistant hockey coach in various local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.