James Benson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of a nonprofit organization and the Fairy-Lily-Long Lake Association, which focuses on protecting and improving the tri-lake environment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with various portfolio management and financial planning services.

Alexander Douglas is a financial advisor with LPL Enterprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Guardian Life Insurance Company, and Element Squared LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Bradford Sabol is a financial advisor with Ameriprise in River Falls, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

John Quinn is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Citigroup. Quinn holds Series 63 and Series 65 designations and is based in Minneapolis, MN. 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 supported by research and analytics from Wells Fargo Investment Institute.

Jaime Cooper is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Minnesota Life Insurance Co., Securian Financial Services, Inc., and Cri Securities, Inc. prior to joining Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party investment strategies.

Ronald Jenkins is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tami Berge is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Thomas Rishovd II is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he serves as secretary and treasurer of Timberlane Holdings, LLC, a real estate investment entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and the Global Investment Committee’s research.

Tyler Henrichs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in various roles including Account Executive and Investments Representative. Prior to joining Fidelity, he gained experience as a Financial Advisor at Edward Jones from 2010 to 2012 and as a Financial Representative at UBS Financial Services from 2008 to 2010. As a CFP® practitioner, Tyler focuses on helping clients comprehensively plan for their financial goals by understanding their unique circumstances and priorities. He develops customized strategies to assist with wealth planning needs, emphasizing experience, dedication, and integrity in his client relationships. Outside of his professional work, Tyler's personal interests include cooking and baking, family activities, fitness, golf, outdoor adventures, and traveling.

Mitchell Pierson is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Osaic Wealth, Inc., Financial Dimensions Group, Inc., and Ecumen. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and technology-driven investment solutions.

Maikou Vu is a financial advisor with Edward Jones in Roseville, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Primerica Advisors and Primerica Financial Services, among other positions in healthcare and related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Sarah Hynes is a financial advisor at Ameriprise in Minneapolis, MN, with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory work, she engages in creating and selling personal artwork under the name Ramblin Strawberry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Maia Wright is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise since 2020 and previously worked at Fathom Advisors, an Ameriprise Financial affiliate, from 2012 to 2020. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Zsolt Papp is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has built his career in financial services with a focus on client-centered planning, emphasizing understanding clients' goals, values, and unique circumstances to develop personalized financial strategies. Prior to his current role, Zsolt held various positions at Ameriprise Financial Services, LLC, including Registered Principal from 2019 to 2025, Annuity Specialist in 2019, Client Relationship Manager from 2017 to 2019, Client Support Associate from 2016 to 2017, and Client Service Coordinator in 2016. His experience encompasses retirement planning, wealth building, and navigating financial transitions. Zsolt holds insurance licenses in Arkansas and California. Outside of his professional work, he has interests in cars, comedy, fitness, football, social events with friends, and music.

Colleen Mcgraw is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Ameriprise and Ameriprise Financial Services, Inc. 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 various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Samuel Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2025 and previously spent 13 years at Concordia University, St. Paul. Outside of advising, he serves on Concordia University’s Kinesiology Dissertation Committee, providing feedback and guidance on student research. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan” while keeping services separate.

Michael Droddy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and business owners, particularly those in their prime working years, focusing on areas such as divorce transition planning, institutional and corporate benefit services, investment consulting for defined contribution plans, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Michael holds a Bachelor's degree in finance and marketing from Iowa State University. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill in 2015, he worked for MML Investor Services. Based in Saint Paul, MN, Michael enjoys spending time with his wife, Emily, and their son. His personal interests include baseball, basketball, cooking, football, gardening, golfing, music, singing, traveling, and spending time with his family. Michael believes in developing financial strategies tailored to each client's vision and goals, drawing on the resources of Merrill and Bank of America to address a wide range of financial needs.

Carrie Anton is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, she worked for Focus Financial Network Inc and Royal Alliance Associates. Outside of her advisory work, she operates a blog called The No Trauma Zone, which focuses on alleviating trauma response and stress-related illnesses. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes.

Connie Dullum is a Senior Consultant at Merrill Lynch Wealth Management, where she serves as a business manager for the Kauls Group. In this capacity, she focuses on supporting the operational efficiency of the practice and works with clients on the lending side, offering securities-based lending, mortgages, and home equity lines of credit through Bank of America, N.A. Her client focus areas include personal retirement planning, women and wealth, and retirement income. Connie began her career at Merrill in 1992, initially working as a Client Associate and later holding management positions before returning to the Kauls Group. She holds a Bachelor’s degree from the University of North Dakota and an MBA in finance from the University of St. Thomas, St. Paul, MN. Connie is also a Personal Investment Advisor (PIA) and a member of TeamWomen MN. Outside of her professional role, Connie is involved with Habitat for Humanity and Grace Church in Eden Prairie. She lives in Minnetonka with her husband and teenage daughter, and her personal interests include biking, cooking, running, and spending time with her family.

Steven Backoff is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to deliver tailored recommendations.