Taylor Bacchus is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at Isaacson & Associates American Family and NorthStar Ford. 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 offers a range of brokerage and advisory solutions and uses research and analytics to guide investment decisions.

Madison Thor Uy is a financial advisor with Ameriprise Financial Services in New Brighton, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked with Ameriprise since 2017 and has also been affiliated with Concordia College during that time. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Nicholas Larson is a Series 66 licensed financial advisor at Wells Fargo Advisors with one year of industry experience. His prior roles include positions at UBS Financial Services, OSAIC Wealth Inc, Moylan Kropp, and Renaissance Financial. He holds experience from the University of Nebraska–Lincoln as well. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning along with specialized services such as business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Benjamin Kyes is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he co-owns Candid First Impressions, a photo digitization business, and owns Sycamore Trailers LLC, which rents trailers to the public. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in delivering its services, with an emphasis on assets held in Ameriprise-managed accounts.

Bryce Wergeland is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010 and previously worked at NRP Advisors, Principal Financial Services, and Johnston Lemon Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Donald Davenport is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 15 years with Wells Fargo Insurance Services Investment Advisors, Inc. and Wells Fargo Insurance Services USA, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Harrison Weems is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2018, he worked at St Michael Car Care Center from 2016 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved analytical tools.

Michael Pieper is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 credential and six years of industry experience. He has worked with multiple firms including Securian Financial Services, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he serves as an assistant hockey coach for Osseo Area Schools and works with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, retirement services, and access to a range of third-party money managers across various program structures.

James Grotz is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 53 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has also worked as a non-variable insurance agent since 1990. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Matthew Bouts is a financial advisor with Ameriprise in Mound, Minnesota, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he provides coaching and consulting services to CPAs and accountants through his own consulting business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team that combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Rebekah Hartmann is a Financial Advisor at Merrill Lynch Wealth Management. She offers comprehensive financial planning services, including general investing, retirement planning, and strategies for managing unexpected financial needs. Rebekah collaborates with clients to understand their priorities and tailor financial strategies to pursue their goals. Her client focus areas include Family Wealth Management Strategies, Legacy Planning, Personal Retirement Planning, Small Business Strategies, and socially responsible investing such as Values-Based and ESG Investing. She holds the professional designations Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rebekah earned a Bachelor's Degree from Iowa State University, a Master's Degree from Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and an MBA from the University of Missouri System. She is a member of professional organizations including the American Veterinary Medical Association, Minnesota Veterinary Medical Association, and the National Association of Women Business Owners. Her community involvement includes affiliations with Bank of America, the Minnesota Veterinary Medical Association, and the University of Minnesota Landscape Arboretum. Outside of work, Rebekah enjoys biking, gardening, hiking, horseback riding, music, and reading.

Michael Roberts is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Ameriprise Financial Services, RBC Capital Markets, U.S. Bank, and U.S. Bancorp Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Andrew Osland is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc., as well as operating Oz Cycles LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Kumi Goaneh is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining RBC in 2018, Kumi worked at NYLIFE Securities LLC and New York Life Insurance Co., and earlier was with Highland Management. Outside of finance, Kumi was involved with Lux Looks Beauty LLC for fourteen years. RBC Wealth Management serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies and a range of advisory programs that integrate both in-house and third-party portfolio managers.

Ashraf Hassan is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His work history includes roles at Wells Fargo Bank, Northland Securities, J.P. Morgan Securities, and Northwestern Mutual, among others. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Macinnes Lamont is a financial advisor at Ameriprise with a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked in various roles including positions at the University of St. Thomas and delivery services such as Postmates and DoorDash. 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 tax-aware retirement income planning advice.

Timothy Connolly is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Katie Merritt is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has worked in the financial industry since 2016, including roles at Wells Fargo Bank and First American Title Insurance Company. Merritt is based in Minneapolis, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.