Alana Fermoyle is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. She has served as an independent contractor arbitrator for FINRA arbitration panels since 2015. Her career includes long-term roles at Raymond James Financial Services Advisory, Inc. and RAYMOND JAMES FINANCIAL SERVICES, Inc. 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 consulting supported by analytical tools and also maintains unique affiliations and specialized advisory programs.

Julie Schmiel is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Rebecca Baron is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and four years of industry experience. Prior to joining RBC Capital Markets, she worked at Ameriprise Financial Services and DST Systems. In addition to her advisory role, she works as a certified hospital pharmacy technician at Park Nicollet Methodist Hospital. 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 provide tailored portfolio management, financial planning, and brokerage services using a combination of in-house and third-party investment managers.

Jose Perezgonzalez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has seven years of industry experience, all with Wells Fargo. Prior to his current role, he has been associated with Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Williams is a financial advisor with Osaic Wealth, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise Financial Services from 2017 to 2025 before joining Osaic in 2025. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a multi-advisor platform supporting discretionary and advisor-managed strategies.

Austin Shabaz is a financial advisor at Cetera with a Series 66 designation. He has held various roles since 2016, including positions in education and fitness, before joining Cetera and affiliated firms in 2025. His experience includes work at University of Wisconsin Oshkosh, Life Time Fitness, and Summit Auto Restoration. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform.

Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Scott Eckart is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 13 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its affiliated entities since 2013. 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 programs while keeping these services separate.

Danielle Faison is a financial advisor with OSAIC based in Roseville, MN, holding Series 65 and Series 63 licenses and 15 years of industry experience. Her prior roles include positions at Royal Alliance Associates, LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and Ameriprise. She is also involved in insurance brokerage through Benestar Financial, providing insurance sales and service for various carriers. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and risk management across a range of programs and platforms.

Jacob Brumbach is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Brumbach also serves in the U.S. Navy, where he has been active since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive financial planning on a one-time or ongoing basis without portfolio management or discretionary trading authority. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed accounts under a consolidated billing option.

Joseph D. Loftus is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Rogers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo since 2016 and also has experience at Delta Global Services beginning in 2014. Outside of his advisory role, he co-owns Transformation Services LLC, a property maintenance business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Danielle Kaercher is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and 66 designations and 29 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a collaborative, non-discretionary approach informed by proprietary research and third-party data.

Carly Fischbach is a financial advisor with Ameriprise in Victoria, MN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Petrik is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with RBC Capital Markets Corporation since 2008 and has been associated with Regional Operations Group, Inc. since 1993. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment resources.

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Michael Specht is an advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has one year of industry experience, having previously worked for Adams MultiMedia for eleven years prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party databases.

Kevin Taylor is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and Nationwide Investment Services Inc. Outside of finance, he owns an event planning and entertainment business where he provides DJ and voiceover services for events such as weddings and conventions. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Brandon Bardal is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017. Prior to his financial services career, he worked at Finkbine Golf Club and attended the University of Iowa. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Isaac Hanson is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has held various positions outside finance, including roles at DoorDash, Jimmy Johns, and Dragonfly Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.