Rebecca Janisch is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with UBS since 2009, including its predecessor entity, and continues her practice at the firm. UBS Financial Services Inc. 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, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Thomas Sorensen is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and with 32 years of industry experience. He has been associated with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. Outside of advising, he is involved in the sales of non-investment home-related products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Alexander Kruser is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Ryan Grant Investments and NEXT Financial Group. He also serves as a Munition Systems Specialist in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Mulvaney is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with RBC Capital Markets since 2008. 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 a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jacob Perron is a Series 66-licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kai Bertilrud is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Digi-Key Electronics and Delta Global Services. Bertilrud is based in Eagan, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Daniel Bauman is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Choice Auto Protection LLC and Allianz Life Financial Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses without discretionary trading authority and offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Jeffrey Dobbelmann is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a nine-year tenure at RBC Capital Markets. Outside of his advisory role, Dobbelmann serves as President of the Northern Lights Car Club. 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 planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security claiming options.

Benjamin Hylen is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he held various roles in education and the public sector, including positions at Gustavus Adolphus College and St. Peter Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Wels is a financial advisor with Charles Schwab & Co., Inc. in Eden Prairie, MN, holding Series 63 and Series 66 registrations and bringing 19 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and TD Ameritrade. Outside of his advisory work, he owns farmland as a personal investment. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options supported by centralized operations and in-depth research.

Rickey Sienkiewicz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2018 and has concurrently managed R Group Financial Marketing Inc. since 2001. Prior to joining LPL, he worked at SII Investments, Inc. for 23 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Anna Reichenberger is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation. Prior to her current role, she held positions at Lululemon and Wells Fargo Advisors. 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 through a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Lawson is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise since 2011. Outside of his advisory work, he is involved in real estate ownership unrelated to his investment practice. 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 recommendations and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Darla Kashian is a Series 66 registered advisor at Robert W. Baird & Co. with 21 years of industry experience. Her prior roles include positions at RBC Capital Markets LLC and City National Bank. She serves on the boards of the nonprofit GiveMN and the Roosevelt Institute, a women's business networking organization. The DDK Group at Robert W. Baird & Co., where Darla works, is part of the firm’s Private Wealth Management department serving individual, corporate, pension, and charitable clients. The firm employs a range of portfolio management strategies and advisory services supported by home-office investment professionals and internal research.

James Chase is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, its advisory work with registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Paul Harris is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 33 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations integrating tax-efficient strategies and modeling, with an emphasis on assets held in Ameriprise Managed Accounts.

Jay Bibelheimer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, leveraging both proprietary and third-party solutions delivered through a large network of Investment Adviser Representatives.

Joseph Dolan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Ameriprise since 2017 and has a background that includes a role as a lancer at the Minnesota Zoo. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Benhur Fernandes is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Waddell & Reed Inc., various insurance carriers for W & R Insurance Agencies, Baak, Inc., and Southeast Community College. He serves as owner and president of Baak, Inc., a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions with an emphasis on both discretionary and non-discretionary strategies supported by proprietary research and technology tools.