Andrew Duddingston is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. He provides advice on a range of topics including general investing, retirement planning, and preparing for unexpected expenses, and offers access to additional banking and lending services through Bank of America. Andrew holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Iowa State University. His approach centers on building relationships to fully understand client needs and provide ongoing guidance as those needs evolve.

Mallory Travis is a Series 66-licensed financial advisor at Morgan Stanley in Minneapolis, MN, with 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Alan Johnson is a financial advisor with Osaic Wealth based in Plymouth, MN, holding a Series 66 license and 22 years of industry experience. His prior work includes roles at Royal Alliance, AdvisorNet Financial Partners, CETERA Advisor Networks, and Jra Financial Advisors. Outside of his advisory work, he owns and operates TA Hardwoods, a woodworking business that designs and sells handmade gifts, signs, and furniture. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management, supporting a variety of client-directed strategies.

Zenon Westrum Ostrom is a financial advisor at Ameriprise in Minneapolis, MN, holding the Series 66 designation with three years of industry experience. His work history includes roles at Ameriprise and Cetera Advisor Networks LLC, as well as prior positions in education at the University of Minnesota Duluth and South High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware strategies, and ongoing advice.

William Lundquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming its first financial advisor in South Dakota. Following Norwest's merger with Wells Fargo Investments, he continued to work with families across South Dakota and neighboring states to develop and implement wealth management strategies. In 2010, he joined Merrill Lynch to further serve his clients. William holds a double major bachelor's degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include executive compensation, philanthropic planning, liquidity management, retirement income, and tax minimization, among others. Throughout his career, he has focused on building open relationships with individuals and families to understand their financial goals and provide comprehensive guidance. In addition to his advisory role, William is actively involved in his community. He is currently a member of the Investment Committee at Augustana University and serves on the Board of the South Dakota Children’s Home Foundation. Over the past four decades, he has contributed to various non-profit boards, including United Way, the South Dakota State Board of Tourism, South Dakota Symphony, Sioux Falls YMCA, and Augustana University Board of Trustees. William and his wife have been married for over 40 years and have three sons and five grandchildren.

Scott Schachtman is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Molly Wilson is a financial advisor with Ameriprise in Golden Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. In addition to her advisory role, she co-owns Zimmerman and Associates and serves with the Orono Foundation, a nonprofit supporting local schools. Ameriprise Financial Services is a large, diversified firm that provides services to individual and institutional clients, including a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies for retirement planning.

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.

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.

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.

Nathan Schipper is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. Prior to joining RBC in 2026, he worked at Thrivent Investment Management Inc and Thrivent Financial for nine years, as well as Questar Asset Management and Questar Capital Corporation for two years each. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services, implementing tailored strategies through a mix of in-house and third-party investment managers.

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.

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.