Peter Bouillon is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. His prior roles include positions at Innovative Planning Group/LPL Financial and MassMutual Life Insurance Company. Outside of finance, he has worked in municipal parks and recreation as well as university dining services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses proprietary software and structured annual planning engagements to deliver written recommendations focused on investment categories and strategies.

Anshu Dutt is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo and affiliated firms since 1994, with prior experience at LPL Financial and BMO Bank. 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 combines internal research with third-party analytics and offers both brokerage and advisory solutions across a large platform.

Matthew Farrells is a financial advisor at Edward Jones in Minneapolis, MN, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at American Enterprise Investment Services Inc and Ameriprise Financial Services Inc for 17 years before joining Edward Jones in 2026. He serves on the board of directors for the ATL HOA, a nonprofit organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as affiliated capabilities including a trust company and securities-based lending.

Shari Lum is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing. Outside of her advisory role, she serves as an executor for an investment-related estate in Minneapolis. 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 with customized portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Zachary Stegmiller is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to his advisory role, he worked in the hospitality sector, including positions at Beach Bums Bar and Eatery and Olive Garden. 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 written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Buck is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. His prior work history includes roles at Bank of America, Fisher Investments, and Morgan Stanley. In addition to his advisory work, he serves in the Army National Guard and owns a business that manufactures and sells outdoor equipment. 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, institutions, and charitable organizations.

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Jennifer Conneran is a financial advisor with Cetera possessing Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc. for five years and has been self-employed since 2020. Outside of her advisory work, she holds a role as Strategic Sourcing Manager at CIRTEC Medical, overseeing vendor management and contract negotiations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and third-party money managers.

Bassem Abou Zeid is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Meghan Kumpf is a financial advisor with Fidelity in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she serves as a varsity head coach for gymnastics at Hopkins Public Schools, coaching students in grades 7 through 12. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Alan Saffert is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is a co-owner of a cottage that is occasionally rented to others. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm delivers written recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.

Joel Andell is a Series 66 licensed financial advisor with Wells Fargo Clearing in Minneapolis, MN, bringing 23 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2005 to 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 a range of brokerage and advisory solutions informed by research and analytics.

Kristopher Wiege is a financial advisor with Ameriprise Financial Service, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise since 2002, including 15 years at Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in business management at InnerBeauty Med Spa, Inc., which offers spa services and retail sales. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering comprehensive written recommendations on income sources, Social Security, and tax-smart withdrawal strategies. The firm combines algorithmic automation and research-based modeling to create tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both 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.

Miles D Alessandro is a Series 66 licensed financial advisor at RBC Capital Markets with three years of industry experience. He has held roles at several firms, including Sidoti & Company, LLC, Cetera Financial Services, and Goff Investment Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies to clients’ risk profiles using a combination of in-house and third-party managers and provides access to alternative investments and integrated capital-markets capabilities.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Thomas Redalen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has been with Wells Fargo Bank N.A. since 2010 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee of his daughter's trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Brown is a financial advisor with Ameriprise in Monticello, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.