Matthew Simmons is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Bank First National and in the Nutritional Sciences Department at the University of Wisconsin Madison. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.

Dean Johnson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he has served on the Investment Committee for Ronald McDonald House Charities in the Midwest, overseeing their charitable endowment fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Daniel Getsch is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns and manages FFG Advisors LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Rick Straub is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments for 19 years and has more than three decades of experience in the financial services industry. Rick's professional experience includes positions as Financial Consultant, Planning Consultant, Branch Service Manager, and Financial Representative at Fidelity Investments. Prior to joining Fidelity, he held roles such as Operations Manager - Principal at TCF Investments, Compliance Officer at Northland Securities, and Investments Practice Officer-VP Regional Compliance Principal at Marsh & McLennan Companies. Throughout his career, Rick has focused on helping individuals and families navigate specific financial needs. He emphasizes co-creating financial plans tailored to clients' priorities, such as wealth growth, income generation, preservation of assets, or legacy planning. Rick's extensive experience covers compliance, branch management, and financial consulting, reflecting a comprehensive understanding of the financial services sector. Outside of his professional work, Rick enjoys camping, cooking and baking, and photography.

Timothy Adrian is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has been with Ameriprise and its related entities since 2010. 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 produce written Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dane Solberg is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he is involved in Solberg Benefits LLC, an insurance brokerage business focused on life, health, disability, and long-term care insurance. OSAIC serves a diverse clientele including individual and institutional investors, offering integrated brokerage and advisory services with a wide range of investment solutions and third-party money manager access. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Dean Kramar is a financial advisor with Ameriprise in Lino Lakes, MN, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory work, he teaches pickleball basics and runs open pickleball classes as a community activity. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform offering advisory, brokerage, and insurance solutions.

Laura Smith is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2022, she worked at MidwestOne Bank for one year. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

Douglas Box is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 31 years of experience in the industry. He has worked with multiple firms, including AdvisorNet Wealth Partners and Box Financial Advisors, which he owns. In addition to his financial advisory activities, Box is involved in life coaching through the Exceptional Life Project and manages a numismatics business focused on Bitcoin server performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Patrick Haspert is a financial advisor at Ameriprise with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages a financial planning practice through The Windsor Group and is a limited partner in The Prairie Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jennifer Nelson is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Thrivent, she worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company for two years and has a varied background including roles outside finance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs while keeping the services separate.

Benjamin Tollander is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has worked at several firms including Wealth Enhancement Group and LPL Financial. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Benson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Benson serves on the board of a nonprofit organization and on the board of the Fairy-Lily-Long Lake Association, which focuses on improving and protecting the tri-lake environment. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that utilize both in-house and third-party managers, comprehensive financial planning, and a range of portfolio management options.

Alexander Douglas is a financial advisor with LPL Enterprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Guardian Life Insurance Company, and Element Squared LLC. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients, offering financial planning, consulting, model portfolios, third-party asset management, and access to brokerage and insurance products through an integrated platform.

Bradford Sabol is a financial advisor with Ameriprise in River Falls, WI, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

John Quinn is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jaime Cooper is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Minnesota Life Insurance Co., Securian Financial Services, Inc., and Cri Securities, Inc. prior to joining Cetera in 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party investment strategies.

Tami Berge is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm offers a combination of research-driven recommendations and tax-efficient strategies delivered through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

Thomas Rishovd II is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Outside of his advisory work, he serves as secretary and treasurer of Timberlane Holdings, LLC, a real estate investment entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning processes supported by firm-approved tools and the Global Investment Committee’s research.

Tyler Henrichs is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012 in various roles including Account Executive and Investments Representative. Prior to joining Fidelity, he gained experience as a Financial Advisor at Edward Jones from 2010 to 2012 and as a Financial Representative at UBS Financial Services from 2008 to 2010. As a CFP® practitioner, Tyler focuses on helping clients comprehensively plan for their financial goals by understanding their unique circumstances and priorities. He develops customized strategies to assist with wealth planning needs, emphasizing experience, dedication, and integrity in his client relationships. Outside of his professional work, Tyler's personal interests include cooking and baking, family activities, fitness, golf, outdoor adventures, and traveling.