Kaosheng Messerly is a financial advisor with OSAIC, holding a Series 66 designation and having two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has a background that includes roles with Dakota County and Ramsey County. Outside of his advisory work, he is also a licensed real estate agent assisting clients with residential home transactions. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and managed accounts. The firm operates through a large network of affiliated advisers and employs multiple investment platforms and third-party solutions.

Emily Leighton is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic tools to support its advisory process.

Eli Mostaert is a Series 66 licensed advisor with Ameriprise in Minneapolis, MN. He has been with Ameriprise since 2026 and has held prior roles outside finance, including a position with the Jacksonville Jaguars NFL and work at Coca-Cola Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Thrivent Financial since 2016. Outside of her advisory role, Erickson provides modeling services through Wehmann Models & Talent, Inc. and serves on the community steering committee for Faith! Fostering African-American Improvements in Total Health, focusing on health education and resource provision. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial planning without discretionary trading authority. The firm supports both one-time and ongoing planning engagements and integrates planning and managed-account options through its WealthPlan program.

William Ferguson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ferguson serves as Executive Treasurer and board member of the Imperial Court of Minnesota. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Brady Solheid is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has one year of experience at Ameriprise and previously worked in roles outside the financial advisory industry, including education and hospitality. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.

Tanya Myers is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. Her previous roles include positions at The Vanguard Group, Charles Schwab, Morgan Stanley, and U.S. Bancorp Investments. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers services to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services through various advisory programs tailored to each client’s risk profile.

Timothy Ross is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes positions at Ameriprise Financial Services, Inc. from 2009 to 2020 and American Enterprise Investment Services Inc. since 2021. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Romain is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and two years of industry experience. His prior work includes three years as a self-employed professional following eight years as a student. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Gregory Krampe is a Wealth Management Advisor and Portfolio Manager with Merrill Lynch Wealth Management. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC). Gregory has been with Merrill Lynch since 1999, bringing extensive experience in total wealth management by providing advice and guidance on multidimensional personal and business finances. His approach involves understanding the specific situations of his clients to establish objectives, develop appropriate strategies, and review progress toward achieving financial goals. As a Portfolio Manager, he manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. His areas of focus include college education planning, family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Gregory earned his undergraduate degree in Economics and Finance from the University of Indianapolis. Outside of his professional work, he lives in Mahtomedi with his wife and two children. He is involved in the community as a youth sports coach and enjoys running marathons, boating, and spending time with his family.

Alyssa Bell is a CFP® professional with 13 years of experience in the financial services industry. She has worked at RBC Capital Markets since 2024, following roles at Ameriprise and UBS Financial Services. Her career includes periods spent as a homemaker. 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 and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Adam Amys is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including North Star Resource Group and Securian Financial Services. In addition to his advisory work, he is involved in fixed insurance sales and payroll operations for businesses outside the investment sector. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with various program options and investment authorities.

Chestine Hutchinson is a financial advisor with Ameriprise in Plymouth, MN, holding Series 63 and Series 66 credentials and 19 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 that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement income advice through a centralized consulting team.

Zachary Wilder is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at CIEE Barcelona, InformData, and the University of Wisconsin-Madison. 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 tax-aware retirement planning advice focused on dependable income sources.

Gabrielle Belisle is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Northwestern Mutual Investment Services LLC, Royal Bank of Canada Wealth Management, and other firms. She serves as Treasurer for Empower Survivors, a nonprofit organization. RBC Wealth Management serves a broad client base, including individuals, institutions, and charitable organizations, offering a range of advisory and portfolio management programs tailored to clients’ risk profiles and investment goals.

Matthew De Leon is a CFP® professional with 15 years of experience in financial advising. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Based in Plymouth, MN, he currently serves clients through Ameriprise. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports tailored to clients’ income planning needs.