Jamison Lippert Negen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2015. He is based in Chanhassen, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, his spouse owns a hair studio business in Waite Park, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Robert Johnson is Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he focuses on building and implementing customized financial plans for clients, emphasizing the importance of tailored strategies in wealth management. Prior to this, he served as Vice President, Wealth Planner at Fidelity from 2022 to 2024 and as a Financial Consultant at Fidelity from 2017 to 2022. Robert's experience in the financial services industry spans over a decade, including roles at Ameriprise Financial as a Retirement Income Specialist from 2016 to 2017 and as a Financial Consultant from 2012 to 2016. Throughout his career, he has worked to support clients in developing financial plans suited to their individual needs. Robert's approach is grounded in the resources and integrity of the Fidelity brand, and he is committed to helping clients achieve their financial goals through personalized planning.

Kelsey Schultz is currently a Branch Leader and Financial Consultant. She works closely with clients to provide a holistic financial planning experience by understanding their individual stories and simplifying complex financial concepts to implement unique investment strategies. Kelsey has been working in the financial industry since 2022. She served as a Financial Advisor at Thrivent from 2022 to 2023, then as an Investment Consultant at Fidelity Investments from 2023 to 2024, before becoming a Financial Consultant at Fidelity in 2024, where she currently works. Her experience centers on co-creating comprehensive financial strategies tailored to clients' specific goals.

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Jonathan Rose is a CFP® with 29 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2023. Prior to joining Osaic, he spent 25 years at FSC Securities Corporation and has owned Rosechase Financial since 1998. He serves on the finance committee of Resurrection United Methodist Church in Hastings, MN. Osaic Wealth, Inc. serves a diverse range of clients including individuals, institutions, and charitable organizations through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset types on discretionary or non-discretionary bases.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

Kenton Ketchum is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior experience includes roles at Morgan Stanley Smith Barney from 2009 to 2023 and LPL Financial LLC in 2023-2024. Kenton’s career spans multiple firms in wealth management and brokerage services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates a centralized supervisory and custody framework.

Thomas Johnson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Froedtert Health, the University of Wisconsin - Milwaukee, Fox Valley Autism Treatment Program, and Loras College. 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 tailored recommendation reports through a centralized consulting team.

Lindsey Clark is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at TruStone Financial Credit Union and Wealth Enhancement Advisory Services. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Luke Illgen is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2023, with prior experience at various firms and roles outside the financial sector. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools overseen by an internal committee.

Joseph Miller is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He holds the Series 63 designation and is based in St. Louis Park, MN. Miller is involved in several community and professional activities, including serving as a board member for Collaborative Divorce Professionals and as an advisory board member of the endowment fund at Glory of Christ Lutheran Church. He also volunteers with SavvyLadies Inc., providing financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans and portfolio management supported by proprietary research.

Malia Haskins is a financial advisor at Edward Jones with 24 years of industry experience and holds a Series 66 designation. Her career includes roles at Nepsis, Inc., RBC Capital Markets, LLC, LPL Financial, and BMO Harris Private Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurence Altman is a CFP®-certified financial advisor with 44 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. His career includes long-term roles at Minnesota Life Insurance Company and Securian Financial Services, as well as ownership and partnership in several financial and consulting businesses. Outside of advisory work, he owns Altman Financial, Inc., an expense management firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, leveraging a large network of advisors and affiliated managers.

Troy Wiebler is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member for the Edina Hockey Association, overseeing the youth hockey program in Edina, Minnesota. 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, delivering advisory work supported by proprietary research and tailored asset allocations.

Adam Garen Greenleaf is a Series 66-licensed financial advisor at Stifel with seven years of industry experience. He previously worked at RBC Capital Markets, LLC for seven years and holds roles supporting community organizations, including volunteer and board positions with a synagogue, a ritual bath organization, and the Minnesota Urban Debate League. Stifel serves a diverse client base including individuals, institutional clients, and nonprofits, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Chad Haas is a financial advisor with Raymond James Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2007. In addition to his advisory role, he is an associate employee at PFK Financial Services, Inc., where he performs clerical and client service duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting supported by extensive research and multiple implementation options, with a notable emphasis on advisory services that leave final decision authority with the client.

Donna Carpenter is a financial advisor with Ameriprise in Corcoran, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she is involved in direct sales with Young Living Essential Oils. Ameriprise serves individuals approaching or in retirement, typically with substantial investable assets, offering a retirement-income planning service that includes written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, emphasizing managed accounts and employing algorithmic automation in its advisory process.