Michael Brown is a financial advisor with Ameriprise in Monticello, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Breitbach is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with about one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Ascend Financial, and MML Investors Services, as well as various engagements in both educational and municipal organizations. 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 multiple advisory programs with a range of portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

John Ehlers is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' individual goals and the dynamic conditions of today's market. With a career dedicated to assisting clients in achieving their financial objectives, John emphasizes building relationships founded on trust and mutual understanding. He and his team provide advice and guidance tailored to both personal and business financial needs, aiming to help clients pursue what matters most to them. John holds a Bachelor's Degree from the University of Iowa and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) professional designations. He is also committed to community involvement and spends time volunteering with local organizations.

James Hart Jr. is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and has prior experience at Hart Insurance Group from 2009 to 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides a combination of planning and managed-account services through a consolidated billing option called WealthPlan.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Laura Magnuson is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

William Baker III is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in music as a bass player for hire and promotes concept shows, and he also serves as a reverend. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Maya Horwath is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior work includes positions at Wells Fargo Bank and several regional banks. Outside of her advisory role, she operates a personalized and permanent jewelry business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research-driven investment strategies and offers a range of brokerage and advisory solutions across a large network of advisors.

Andrew Norman is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including over 16 years with Thrivent Investment Management and Thrivent Financial for Lutherans. 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 planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Shannon Ireland is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates. Shannon is based in Minneapolis, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm’s approach includes broad financial planning topics and offers clients the option to combine planning with managed-account programs under a consolidated billing system.

Vincent Altstaetter is a financial advisor with Edward Jones in Roseville, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including eight years at Ameriprise Financial Services prior to joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Hedberg is a CFP® and PFS™ professional with 12 years of industry experience currently affiliated with Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Wealth Partners, Box Financial Advisors, and recently founded Hedberg Financial Inc. Hedberg serves as a board secretary and treasurer for Box Financial Advisors and is involved in operational management and ownership at the firm. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing a multi-manager platform with a range of discretionary and non-discretionary portfolio management options.

Patricia Aarons is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. She holds Series 63 and Series 66 designations and has 23 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

Marcele Carlson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 30 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns and operates Midalenka Designs LLC, a small business specializing in custom-made jewelry and crafts. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rhett Dunn Sperling is a Series 66-licensed financial advisor at RBC Capital Markets with one year of industry experience. His prior roles include positions at Chase Bank, US Bank, and Stone and Vine. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Ethan Allone is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Equitable Advisors and Bank of America, N.A. Outside of finance, he was previously involved in music distribution as the owner of the BK KINGS record label, which is currently inactive. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, using model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Poepke is a financial advisor with Ameriprise in Ramsey, MN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Knowlton is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and 44 years of industry experience. Prior to joining RBC Capital Markets in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the board of a non-profit youth theater company, where he is involved with budgeting, policy review, and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Fields is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Thrivent Financial, Kohl's, Associated Investment Services, Duell Financial Strategies, FedEx, and PMI Entertainment. Outside of her advisory role, she has worked part-time in merchandising at Kohl's. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers a wide range of financial topics, while keeping planning and managed-account services distinct.