Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brett Klang is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Klang also has an ongoing association with Rich Leyh dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. 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 managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

James Dokken is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank, with additional experience at Woodbury Financial Services and Old National Bank. Dokken holds Series 63 and Series 65 licenses and is based in Maple Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

Cody Skarning is a financial advisor with Ameriprise, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he co-owns a business with his spouse, who is an actress and independent contractor. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has six years of industry experience. Bremer has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.

Devon Lumbar is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held various roles in the retail and service sectors. Outside of advising, Lumbar co-owns Northernlighstea, a retail tea business, and operates a small hot dog stand serving local events. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Teresa Mattson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex approaches.

Jeremi Marten is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC. Marten is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Thomas Garibaldi is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Ameriprise in 2022, he held roles in small business operations and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients with specialized retirement income planning services that combine written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Trent Schenk is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for 15 years at Thrivent Investment Management and Thrivent Financial for Lutherans. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes a combination of in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Keean Benson is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining Ameriprise in 2021, he worked at Craig-Hallum Capital Group, Bayview Capital Group LLC, U.S. Bank, United Health Group, and Rushford State Bank. He also has experience in an investment-related role with Scannell LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through written Recommendation Reports and ongoing guidance focused on income sources and tax-aware withdrawal strategies.

David Sieburg is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to clients’ goals and risk tolerances.

Andrew Duddingston is a Financial Advisor currently working with Merrill Lynch Wealth Management. In this role, he assists clients by developing personalized investment strategies aimed at pursuing their financial goals. Andrew specializes in a range of services including general investing, retirement planning, and preparing for unexpected financial needs. He provides ongoing advice and guidance tailored to clients' evolving requirements. Andrew holds a Bachelor's Degree from Iowa State University. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). These credentials support his expertise and commitment to financial planning. He emphasizes understanding what matters most to his clients and their families, helping them uncover and pursue their individual financial goals.