Jack Flynn is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Bank of America, Merrill, and Wells Fargo. He also has experience working with Fitness International DBA L.A. Fitness and attended the University of St. Thomas. 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 clients approaching or in retirement with written recommendation reports and annual retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Bryant Lundahl is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a successor power of attorney for his parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals, risk tolerance, and time horizons.

Gary Wallstein is a financial advisor with Raymond James Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Raymond James Financial since 2006 and serves as an independent contractor for NorthStar Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Jess Troyak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and implementing features such as tax management and responsible investing screens.

Michelle Feiten is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and bringing 31 years of industry experience. She has previously worked at Merrill and Wells Fargo Advisors. Outside of her advisory role, she serves as a paraplanner and business management consultant with BDLR Group, INC, assisting practices during transitions and providing franchise consultancy for Ameriprise Financial. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice, leveraging internal research and third-party data within a structured investment framework.

Thomas Fox is a financial advisor at WaterStreet Asset Management LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NEXT Financial Group and Great Lakes Atlantic Wealth Management and Advisory Partners. Outside of his advisory work, he serves as a director for Hope of Glory Ministries, a nonprofit focused on preaching and teaching the Bible. WaterStreet Asset Management provides investment consulting services primarily to individuals and high-net-worth clients on a non-discretionary, consultative basis. The firm emphasizes tailored guidance and periodic reviews without managing client accounts directly or charging fees based on assets under management.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.