Chad Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He joined Thrivent in 2026 and has prior experience with Explore Austin, BNI, Life Abundant Leadership, and Robert Half. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing arrangement called “WealthPlan.”

Patton Hoffarth is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. Their approach includes restrictive enrollment criteria and investment recommendations influenced by proprietary research and affiliated product partnerships.

Jeffrey Lensing is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliates since 2017, following a brief tenure at Minneapolis Wealth Advisors. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gloria Pozzini is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years and spent 23 years with Financial Dimensions Group, Inc. Pozzini also sells life, disability, fixed annuity, and long-term care insurance, providing coverage assessments to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance analysis, and automated rebalancing to construct portfolios that include a variety of investment types.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jasmine Rodriguez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2026. Her prior work experience includes roles at Wells Fargo Bank, The Loose Moose, and Squealers Smoke Shack. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lilia Kelash is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior work includes a year at Willis Towers Watson and various roles across different industries before entering finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-aware withdrawal strategies.

Alexander Whitney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and has been with RBC Capital Markets and its affiliated entities since 2018. Whitney serves on the board of directors for Hixon Properties, Inc., a family-owned real estate development company. 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 with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Max Hellmann is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin - Stevens Point and Fastenal. Outside of his advisory role, he competes in fishing tournaments that offer monetary prizes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Nicholas Rowan is a financial advisor at UBS Financial Services with 28 years of industry experience. He has worked at UBS since 2006 and has a prior background with U.S. Bancorp Piper Jaffray Inc. since 2000. He holds Series 63 and Series 66 licenses and is based in St. Paul, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Bo Chwala is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and N.I.S. Financial Services, Inc. He has held various positions in sectors including finance and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Nelson is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 financial planning across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets activities as part of its platform.

Ann Kirchner is a CFP® professional with 14 years of industry experience, currently serving at Thrivent Investment Management in Golden Valley, MN. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Outside of her advisory role, she manages a rental property for her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs while maintaining separation between the two services.

John Bennett is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Bennett is also the CEO of Bennett, Mastin, Kosmak, Inc., where he is involved in business development, coaching, and support, and serves as president of Bennett Financial Group, Inc., providing financial consulting and mortgage referral services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment program options featuring both discretionary and non-discretionary management, with access to affiliated and third-party managers on a multi-manager platform.

Fizal Kassim is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors for nine years. He is also involved in insurance sales, focusing on life, health, and annuity plans. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing a variety of investment tools and portfolio management strategies.