Jeffrey Daugherty is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing guidance focused on dependable income sources and tax-aware withdrawal strategies.

Tejwant Singh is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has held roles at Merrill, J.P. Morgan Chase, Principal Financial Group, and Bank of America. Singh holds Series 63, Series 65, and Series 66 licenses and is based in Minneapolis, MN. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jack Murphy is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with six years at RBC and a total of four years in the industry. His prior work experience includes roles at Aldi and the University of Wisconsin-Eau Claire. Outside of finance, he was involved with Exceed Hockey for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both internal and third-party managers.

Michael Rutter is a CFP® with 19 years of industry experience currently with Cetera. He has held roles at firms including Securian Financial Services, Minnesota Life Insurance, and CRI Securities. In addition to his advisory work, he is a partner in Prospect Holdings LLC, which manages Anytime Fitness franchises, and is involved in ownership and financial management activities for that business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tyler Vogel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was involved with the University of Minnesota Student Union Association and has volunteered with the Roseville Area Youth Hockey Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with 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.

Daniel Tenney is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and was previously with Scottrade from 2015 to 2017. 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 manages approximately $671 billion in assets and employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amy Stern is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. Stern serves as a board member on the Minnesota Security Board and is also on the board of directors for Camp Fire Minnesota, an organization that runs nature programs for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Eun Jung Lee Kim is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2001. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and a disciplined investment evaluation process.

Jason Tamminen is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Investments, LLC from 2004 to 2011 before joining Wells Fargo Clearing in 2016. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Beverly Howdeshell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 13 years. Outside of her advisory role, she serves as executor of the Myatt Family Trust and is involved with a family farm in Jonesburg, Missouri. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a broad range of financial topics, including retirement and estate planning. The firm separates planning services from managed-account programs and does not provide portfolio management for institutional clients.

Eric Wenzel is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has previously worked with OSAIC and SagePoint Financial, and he has operated Wenzel Financial Services since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced research tools.

James Healy is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates and is a member of Clarity Solutions Group LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Jeffrey Nelson is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2024. Prior to this, he spent over four decades with AMEV Investors/Fortis Investors, Inc./Woodbury Financial Service and has owned Nelson Financial Services since 1988, where he is involved in life, long-term care, and fixed annuity sales. OSAIC Wealth serves a wide range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting diverse client needs with a variety of investment programs and third-party manager options.

Susan Schenk is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding the Series 66 designation with 21 years of industry experience. Her career includes multiple roles at Thrivent since 2020 and prior experience at Robert Half and U.S. Bancorp Investments. Outside of advising, she owns Sacred Earthly Matters, where she provides end-of-life planning and deathcare services, including Death Doula support, flower essence, and sound healing. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing structure while maintaining separate service components.

Grant Saari is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Foreverence, and the University of St. Thomas. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations through collaborative annual planning engagements.

Alex Fjeld is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various positions including roles in the hospitality and retail industries. He was involved in operating hospitality businesses such as 2 Brothers Sports Bar & Grill and Zaza's Pub & Pizzera LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing third-party advisory programs and diversified investment products.

Thomas Shovan is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has worked with Ameriprise and Ameriprise Financial Services since 2012. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and automated tools overseen by dedicated committees.

Kurt Bester is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Thrivent Financial and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in agricultural activities through EF Bester Farms. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and supports both discretionary and non-discretionary management via multiple platforms and proprietary strategies.

David Marsh is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Matthew Sullivan is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He previously worked at Piper Jaffray Investment Management and Kestra Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research with an ESG eligibility framework and leverages affiliates for implementation and portfolio services.