Angela Tarara is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments, LLC, and U.S. Bancorp Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with a range of brokerage and advisory solutions and operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and previously worked at RBC Capital Markets for six years. In addition to her advisory role, she serves as a registered administrative assistant at AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

John Jacobson is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Primerica Advisors, Guardian Life Insurance Company, and The Jacobson Group, Inc. Outside of his advisory role, he serves as a trustee for multiple trusts and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 offers financial planning, asset management, and educational programs, with planning engagements structured as annual collaborative reviews using firm-approved analytical tools.

Eliza Evans Teague is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at Thrivent Financial and the City of Tekoa. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on retirement, tax, estate, and other financial planning topics without portfolio management or discretionary trading authority.

Kyle Burleson is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Burleson has been with Fidelity Investments since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brian Pludeman is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has 19 years of industry experience, including 15 years with Thrivent. Outside of his advisory role, he serves as Director of the Concession Stand for the Lakes International Language Academy Booster Club, coordinating volunteers and managing inventory. 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 planning that covers a broad range of topics, allowing clients to combine planning with managed account programs under a consolidated billing option while keeping services separate.

Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

Miranda Estrada is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate customized recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Grant Kruckeberg is a Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Greta Gleiter is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at MassMutual Life Insurance Co and Mass Mutual Investors Services. Prior to her financial services career, she worked in construction and at Bell International Laboratories. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Curtis Hintzman is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2005 to 2011. He is based in Minneapolis, MN, and holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions with a focus on diversification and modern portfolio theory.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Christopher Kearney is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its related entities since 2016. Based in Plymouth, MN, his career has been focused within this firm. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement who meet certain asset criteria. The firm delivers written recommendation reports using research and modeling tools, combining advisory, brokerage, and insurance solutions through its large institutional platform.

David Chisholm is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by firm-approved tools and analyses.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. 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 offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Hannah Rivard is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and previously worked for Minneapolis Public Schools for seven years. Rivard has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without managing portfolios or institutional mandates.

Reilly Lee is a Series 66-licensed financial advisor with 12 years of industry experience, currently serving clients at Wells Fargo Advisors in Bloomington, MN. Prior to joining Wells Fargo Advisors in 2025, he worked with Wells Fargo Clearing for nine years. Lee holds a 50% ownership interest in Birk and Lee Wealth Management Inc., an independent financial planning practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Doan Trinh is a Series 66-licensed financial advisor with seven years of industry experience. They are currently with J.P. Morgan Securities in Apple Valley, MN, having previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Theresa Crist is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company dating back to 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.