Ian Scheerer is a financial advisor with Wells Fargo Clearing in Rochester, MN, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney on investment-related matters for family members. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menu.

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 at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. His prior work history includes roles outside the financial industry, such as positions at Red Lobster and Target, and attendance at the University of Minnesota-Duluth. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused 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.

Calvin Adams is a financial advisor at Cetera based in Minneapolis, MN, holding a Series 66 designation. He has less than one year of industry experience. Outside of his advisory role, he is involved with the Global Ambassador Hotel. Cetera Investment Advisers LLC serves a broad client base including 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 managers.

Ryan Rogneby is a financial advisor at RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Minneapolis, MN. He holds the Series 66 designation and has eight years of industry experience, having worked at RBC Wealth Management since 2015. 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 discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Zach Stewart is an Investment Consultant who focuses on educating and empowering clients by utilizing the tools and resources available at Fidelity. He employs a holistic planning approach, collaborating with clients to develop plans tailored to their specific goals and needs both presently and in the future. His professional experience includes positions as a Tax Associate at Olsen Thielen CPA's from 2023 to 2024 and as an Investments Intern at Morgan Stanley from 2021 to 2022. These roles have contributed to his understanding of tax and investment strategies. Outside of his professional work, Zach has interests in fishing, gardening, golf, hiking, pets, and traveling.

Wilfred Wong is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017, with prior roles at Waddell & Reed and various insurance carriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning across a range of topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs while keeping these services separate.

Scott Storkan is a financial advisor at Ameriprise in Minneapolis, MN, with 14 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2011, initially at Ameriprise Financial Services, Inc. before joining the current firm in 2020. Outside of his advisory role, he is employed in retail sales, fulfilling online orders and shipping. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Aaron Getz is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.

Michael Mcdonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Raymond James Financial Services Advisors Inc., Bremer Investment Services, and Bremer Bank. He is also involved with Simplicity Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Eric Lehn is a financial advisor at Ameriprise in Andover, MN, holding a Series 66 designation with eight years of industry experience. He has worked at Ameriprise since 2017, following two years at Somerset Group LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover 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.

Dawn Barrett is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with RBC Wealth Management since 1995. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.

Charles Nesser is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research since 2016. Outside of his advisory role, he is an independent insurance agent and a notary public through his firm, Nesser & Nesser Financial Group. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement-plan advisory services delivered through a network of independent Financial Professionals utilizing various portfolio management and model-based solutions.

Michael Arnold is a Series 66-licensed financial advisor with LPL Financial in Minneapolis, MN, where he has worked since 2004. He has 26 years of industry experience. Outside of his advisory role, he is involved in managing an LLC that invests in farmland. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Abdulmonem Aldarwish is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. He has experience working at Wells Fargo Bank, N.A. and Arvest Bank in prior roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Marc Hauser is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2005. 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 financial planning focused on a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, LLC. Edward Jones is a full-service wealth management firm serving over 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 nationwide.

John Powell is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.