Karen Larson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.

Linda Zimmerman is a CFP® with 38 years of industry experience and is currently affiliated with Ameriprise in Eden Prairie, MN. She has been with Ameriprise and its related entities since 1987. Zimmerman is a co-owner of Zimmerman, Wilson & Associates, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Jeffrey Adamson is a Wealth Management Advisor with over four decades of experience in the financial services industry, including more than 16 years at Merrill Lynch Wealth Management. He works within a team-based environment at Merrill, providing clients access to the firm's broad capabilities and the global banking resources of Bank of America. Jeff has a background in capital markets and finance, with over 20 years of experience trading a variety of securities and managing risk. He focuses on retirement planning, wealth planning, investment management, and business retirement plans, working with individuals, families, and business owners. His approach emphasizes understanding each client's unique goals and developing customized investment strategies to pursue long-term objectives. Jeff holds a Bachelor's degree from the University of Minnesota's Carlson School of Management and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his family reside in Plymouth, MN, and his personal interests include boating, fishing, and spending time with family.

James Ysebaert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 11 years at Bank of America N.A. He is the sole owner of Izzy Investment Advisors LLC, a financial services business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and planning tools.

Joseph Faulkner is a financial advisor with Ameriprise in Mound, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides 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 deliver non-discretionary, written Recommendation Reports through a centralized consulting team.

Ronda Zattera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. Her career includes multiple tenures at RBC Capital Markets starting in 2015, with a one-year period at LPL Financial in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Dominic Dowd is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He previously worked at Morgan Stanley for three years and has a background in healthcare from roles at Twin Cities Orthopedics and Minnesota Sport and Spine Rehabilitation. He holds a Series 66 designation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Seth Schuett is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and works out of Golden Valley, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Logan is a Series 66-licensed financial advisor at Ameriprise with seven years of industry experience. She has previously worked at Securian Financial Services Inc., North Star Resource Group, and Epicure US, Inc. Outside of her advisory role, Laura is involved with BDLR Group, Inc., where she manages client requests and financial planning activities. 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 retirement-income planning advice based on ongoing analysis of tax-aware withdrawal strategies and dependable income sources.

Larry Olson is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he is involved with several investment-related businesses including Vista Wealth Management, Larren Investments, LLC, and Olson GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with other financial product offerings.

Seth Warren is a Series 66-credentialed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he owns Mainstay Strategic Partners LLC, providing consulting and small business services, and WiseBranch LLC, which focuses on coaching and consulting financial advisors and small business owners. He also serves on the board of directors for Life Raft, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning through written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alex Peterson is a Financial Consultant I at Fidelity Investments, where he partners with clients to develop personalized financial plans aligned with their family and personal goals. He focuses on making the financial planning process clear and comfortable, aiming to provide clients with confidence in their financial future. Alex has experience in various roles at Fidelity Investments, including Financial Consultant since 2025, Planning Consultant from 2024 to 2025, Relationship Manager in 2024, and Financial Representative from 2023 to 2024.

Shane O Donnell is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following a year at Hommati and ongoing self-employment since 2020. Outside of finance, he engages in contract-based photography and videography work. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Gottlieb is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with North Shore Capital Management since 2007 and also owns and develops software at Command Software Systems. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit clients, using personalized planning and analytical tools. The firm supports a broad network of advisors and maintains specialized offerings including municipal advisory services and SIMPLE IRA consulting programs.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Jeffrey Janzen is a financial advisor with Ameriprise in Watertown, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Janzen is associated with West Metro Advisors LLC, a group of advisors based in Golden Valley, MN. Ameriprise specializes in retirement-income planning services for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, with a focus on assets held in Ameriprise-managed accounts.

Joseph Piche is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Daniel Goldsmith is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. He has worked with MassMutual Insurance Company and Mass Mutual Investors Services since 2011. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing 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 delivers recommendations through a centralized consulting team.