Maxwell Rottjakob is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Optum and various positions related to Saint John's University and other organizations. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Trevor Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Outside of his advisory role, he is involved with Staples Financial, Inc., focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with machine-learning and other research tools.

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Lauren Richardson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and having 22 years of industry experience. She has been with Wells Fargo and its affiliates since 2004 and serves as a trustee of her father's trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a broad platform of brokerage and advisory solutions.

Temi Spitt is a financial professional with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera, Temi worked with North Star Resource Group and Minnesota Life Insurance Company, among other firms. Outside of financial services, Temi volunteers with Her Next Play, a nonprofit focused on developing women leaders through sports. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment management and consulting services through a nationwide network of advisors and employs a multi-manager platform that includes both affiliated and third-party strategies.

Neal Benson is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. Based in Minneapolis, MN, he has been with Wells Fargo Clearing since 2026 and has prior experience in various roles outside the financial industry. 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.

Rustan Thayer is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked with firms such as The Leaders Group, Inc. and Questar Asset Management. Outside of his advisory role, he is involved in wholesale annuity distribution through TruChoice (American Financial Marketing, Inc.) and serves as an independent insurance agent. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of investment programs and employs a multi-advisor platform integrating affiliated broker-dealer and RIA relationships.

Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.

Heather Mootz is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a large network of financial advisors, employing research-driven approaches and offering a range of investment and fiduciary services.

Michael Pender is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. His prior work includes service in the Minnesota Air National Guard and roles with the State of Minnesota and the College of St. Scholastica. Outside of his advisory role, he manages rental property and tenant relations in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Chuck Mcbeain is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Kirkland has been with Ameriprise since 2016, working in both Ameriprise Financial Services Inc and Ameriprise Financial Services, LLC. Based in Minneapolis, MN, Kirkland's practice is part of a large, diversified firm that serves individual and institutional clients. Ameriprise Financial Services offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to deliver written Recommendation Reports and ongoing advice based on investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and a product ecosystem influenced by affiliated sub-advisers and distribution arrangements.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.

Andrew Kronbach is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2024 and has prior experience as a full-time student and various entry-level roles, including working at Trader Joe’s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice. The firm’s approach integrates internal investment research, algorithmic tools, and collaboration between centralized teams and financial advisors, focusing on dependable income sources and tax-aware withdrawal strategies.