Jason Carver is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Allianz Life, Ummies, Minnesota State University Mankato, South Central College, and Pagliais. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Heather Winfield is a financial advisor with Merrill in Saint Paul, MN, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1997. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Anthony Hamlin is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN. He joined Ameriprise in 2026 and has prior experience in various roles across multiple industries, including positions at Archer Daniels Midland Co. and Hyvee Inc. His background also includes entrepreneurial and community-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Richard Sundberg is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management since 2002 and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning as either a one-time or ongoing service. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Michael Schumacher is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2018, following a five-year tenure at Medtronic. He serves on the board of directors for the Minneapolis School of Anesthesia. 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 written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Harley Bohrman is a Series 66 licensed advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2007. He is based in Minneapolis, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Kuykendall is a financial professional with 28 years of industry experience. He is currently with Cetera and holds Series 63 and Series 66 designations. His prior experience includes roles at North Star Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Thrivent Investment Management. Outside of his advisory work, he is involved in youth sports coaching and serves on several local nonprofit boards related to athletics and community planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Nick Durst is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior experience at Wells Fargo Bank, Edward Jones, and Financial Recovery Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Keenan Cavanor is a CFP® with seven years of industry experience currently affiliated with Charles Schwab. He has held roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., and previously worked in various capacities at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Blair Haslerud is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, Series 65, and Series 66 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Joel Carey is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2011. 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 from Wells Fargo Investment Institute.

Ryan Dowhower is a financial advisor with Ameriprise in West St Paul, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets within Ameriprise-managed accounts.

Michael Fischer is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jordan Meier is a financial advisor with Thrivent Investment Management based in Minneapolis, MN, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work experience includes roles in healthcare and manufacturing sectors, including at Limitless Male medical clinic and Diamond Plastics. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without implementation services. The firm emphasizes holistic, goal-based analyses and coordinated planning with managed accounts through its WealthPlan option, focusing on ongoing review and advisor-led plan updates.

Ian Scheerer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, also maintaining a role at Wells Fargo Bank, N.A. since 2005. Outside of his advisory work, he acts as a power of attorney for family members in investment-related matters. 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 combines brokerage and advisory solutions, relying on research and diversification principles to support client portfolios.

Eric Werlinger is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 analyses and allows clients to combine planning with a managed-account program under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Hannah Rasmussen is a financial advisor with Cetera, holding a Series 66 designation. She has one year of industry experience and previously worked at Waypoint Wealth Group and Cetera Wealth Services, LLC. Outside of finance, she has experience in the hospitality sector, having worked at Blackhawk Country Club and The Great Dane Pub and Brewing Company. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Ethan Schammel is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, his work history includes roles at various companies outside the financial sector and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Ryan Muldowney is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that utilizes structured discovery and firm-approved planning tools.