Jerrod Resseman is a Series 66 credentialed financial advisor with Edward Jones in Eagan, MN, where he has nine years of industry experience. Before joining Edward Jones in 2017, he worked at Red Robin International from 2015 to 2017. 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, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Tyler Peterson is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has six years of industry experience. His background includes roles at Wells Fargo and Ameriprise Financial Services, as well as work outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Timothy Biekkola is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 credentials and bringing 34 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing business operations related to office space for advisors and staff. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice based on a detailed Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Colin Hohman is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corp for 16 years. Outside of his advisory role, he is involved in insurance services through Oriole Financial Services, Inc., where he provides various insurance solutions. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Jack Nasby is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His work history includes roles at RBC Capital Markets LLC, RBC Wealth Management, and At The Turn, as well as involvement with the University of St. Thomas and local clubs such as The Minikahda Club and Bearpath Golf & Country Club. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Joan Fedt is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she manages rental property in Sun Lakes, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Ashley Tolle is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is a co-owner of a real estate business in Maple Grove. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and emphasizes managed accounts and algorithmic automation to tailor retirement income recommendations.

Kelly Perron is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, Perron serves as a Brand Ambassador for Gray Duck Spirits, promoting their alcoholic beverages at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Pamela Smith is a financial advisor with RBC Capital Markets, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for two years and Wells Fargo for twenty years. Pamela volunteers as a financial virtual coach with Women Money Matter, assisting clients with budgeting, saving, and credit rebuilding. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party management with options for tax management and responsible investing.

Ryan Fisher is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advisory work, he owns a rental property business in Aberdeen, SD. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in hospitality and entertainment sectors, including 15 years at Cara Irish Pubs. Craig is associated with Wings Financial Credit Union in addition to his role at LPL Financial. LPL Financial is an 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 brokerage services, utilizing model portfolios and various management strategies supported by in-house and third-party research.

Brian Wanous is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Wanous also operates under the DBA Canopy Financial Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model that incorporates both advisory and brokerage channels to deliver tailored client solutions.

David Irvin is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide customized financial planning and portfolio management solutions.

Benjamin Hammersten is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent Financial and several public school districts, along with experience at Mount Olivet Rolling Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach involves a centralized service team using proprietary research and third-party data, with distinctive enrollment criteria and investment options influenced by affiliated product relationships.

Lance Minnichsoffer is a CFP® professional with 15 years of experience in the financial services industry. He has worked with firms including LPL Financial, Blue Heron Professional Group LLC, Tyr Financial Group LLC, and Waddell & Reed Inc. He is currently affiliated with LPL Financial in Edina, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Barbara Kickhafer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she serves as Board Secretary for the Edinburgh Women's Golf Association. 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 various advisory programs with tailored portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Kurt Atkinson is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party investment managers.

Kyle Trangsrud is a CFP® with 21 years of experience in the financial advisory industry. He has been with Ameriprise since 2008 and currently manages an advisory business as a registered team member at BDLR Group, Inc. outside of his primary role. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Jeremy Christensen is a financial advisor with Ameriprise in Prior Lake, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Christopher Bayliss is a financial advisor with Cetera in Edina, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Securities America and OSAIC, and maintains a legal practice focused on patent prosecution and estate planning. Bayliss also works as an insurance producer specializing in life, health, and accident insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of more than 10,000 advisors.