Valerie Oman is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Wells Fargo Investments and its affiliated entities over 17 years, as well as Old National Bank since 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Jeffrey Shoemaker is a financial advisor with Edward Jones based in Cottage Grove, MN. He holds the Series 66 designation and has six years of industry experience. His prior work includes roles at Concordia St. Paul, All-Finish Construction, and Century College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

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 five years of industry experience. He holds a Series 66 designation and has previously worked at Wealth Enhancement Brokerage Services, Wealth Enhancement Advisory Services LLC, Wealth Enhancement Group, and LPL Financial, among other firms. 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.

James Benson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of a nonprofit organization and the Fairy-Lily-Long Lake Association, which focuses on protecting and improving the tri-lake environment. 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 range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with various portfolio management and financial planning services.

Joshua Hinsch is a Certified Financial Planner® (CFP®) with 18 years of industry experience. He has been with Ameriprise since 2008, currently serving as an advisor at the firm’s Bloomington, MN office. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Douglas is a financial advisor at LPL Enterprise with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Element Squared LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a primarily model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Bradford Sabol is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 63 designation with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 income sources and tax-aware withdrawal strategies.

John Quinn is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Citigroup. Quinn holds Series 63 and Series 65 designations 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 supported by research and analytics from Wells Fargo Investment Institute.

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.

Matthew Detisch is a financial advisor at Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and joined Thrivent in 2026. His work history includes roles at Century Support Services, DoorDash, and Mars Area School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, estate, and tax without including implementation of recommendations. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

Cynthia Taube is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at the National Eagle Center and Woodruff. Outside of her advisory role, she is an owner of a small rental property in Hager City, Wisconsin. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Pierson is a Series 66-registered financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for seven years and Financial Dimensions Group, Inc. for six years. He also has experience with Ecumen. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Maikou Vu is a financial advisor with Edward Jones in Roseville, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones in 2024, he worked at Primerica Advisors and Primerica Financial Services, among other positions in healthcare and related fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Sarah Hynes is a financial advisor at Ameriprise in Minneapolis, MN, with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory work, she engages in creating and selling personal artwork under the name Ramblin Strawberry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.