Bradley Piermantier is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following roles at Wells Fargo Bank and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside notable capital markets and alternative investment capabilities.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Austin Bock is a CFP® professional with nine years of industry experience, currently serving with LPL Financial. His prior roles include positions at Ameriprise Financial Services, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Board of Directors for the Alpha Delta Phi MN Alumni Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment approaches including model portfolios, third-party asset management, and customized strategies, supported by technology tools for operational and research purposes.

David Keller is a Series 63 licensed financial advisor with Mass Mutual Investors Services in Minneapolis, MN, where he has worked since 1995. He has 31 years of industry experience, all spent at MassMutual and its affiliated firms. Outside of his advisory role, Keller is involved in managing his own real estate ventures through Keller 1, LLC and Keller Management Company. 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 financial planning, asset management, and educational programs using collaborative, goal-oriented planning processes.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at RBC Capital Markets LLC. from 2018 to 2022. Meghan is based in Bloomington, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor strategies for clients.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Eric Wenkus is a financial advisor with UBS Financial Services in Edina, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets and has been involved with GolfSport, a small golf retail store, for over two decades. Outside of his advisory role, he coaches youth hockey and has served as an assistant hockey coach in various local organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Jaiden Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jaiden worked at Wells Fargo Bank and has been involved with Jet's Pizza since 2014, where he contributes by preparing food and managing store operations on a part-time basis. 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 solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Thomas Karner is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Sii Investments, and New England Securities. Outside of his advisory work, Karner is president of Karner & Associates, Inc., where he is involved in selling and advising on major medical and Medicare supplement insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Ross Frederickson is a financial advisor at Ameriprise in Eagan, MN, with 28 years of industry experience. He has been with Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. for 20 years. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Jonathan Althoff is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has been with Cetera Investment Services since 2010 and Cetera since 2014. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Spencer Anderson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wilian Financial Group, Outback Steakhouse, and the University of Wisconsin-River Falls. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Heather O'connor is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill in 2012. Heather's professional focus includes college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Heather grew up on a working dairy and crop farm in Braham, Minnesota. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice along with a Certificate of Forensic Science from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Heather and her husband Patrick currently reside in Shoreview. She is a current member and former board member of Giving WoMN, a group that promotes women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with her family, and traveling.

Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Justin Costley is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 23 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Investments and U.S. Bancorp Investments. Outside of his advisory role, he coaches youth and high school softball in the Lakeville area. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

James Pinkerton is a financial advisor at Ameriprise with Series 66 and Series 63 designations and 39 years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Securities, and has been with Ameriprise since 2026 and earlier from 2005 to 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.