Shannon Ireland is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James & Associates. Shannon is based in Minneapolis, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm’s approach includes broad financial planning topics and offers clients the option to combine planning with managed-account programs under a consolidated billing system.

Vincent Altstaetter is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial Services and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Eric Hedberg is a CFP® and PFS™ professional with 12 years of industry experience currently affiliated with Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Wealth Partners, Box Financial Advisors, and recently founded Hedberg Financial Inc. Hedberg serves as a board secretary and treasurer for Box Financial Advisors and is involved in operational management and ownership at the firm. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing a multi-manager platform with a range of discretionary and non-discretionary portfolio management options.

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Patricia Aarons is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. She holds Series 63 and Series 66 designations and has 23 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, educational seminars, and specialized planning services such as divorce and estate settlement planning.

Marcele Carlson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 30 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she owns and operates Midalenka Designs LLC, a small business specializing in custom-made jewelry and crafts. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Rhett Dunn Sperling is a Series 66-licensed financial advisor at RBC Capital Markets with one year of industry experience. His prior roles include positions at Chase Bank, US Bank, and Stone and Vine. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Ethan Allone is a financial advisor at Merrill holding a Series 66 designation. He has been in the financial industry since 2024, with prior experience including roles at Equitable Advisors, New York Visionary Management, and Bank of America. Outside of finance, he is the owner of BK KINGS, a music distribution record label based in Brooklyn, NY, which is currently inactive. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jon Poepke is a financial advisor with Ameriprise in Ramsey, MN, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering 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 provides a range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Knowlton is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and 44 years of industry experience. Prior to joining RBC Capital Markets in 2018, he worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. He serves on the board of a non-profit youth theater company, where he is involved with budgeting, policy review, and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Fields is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 66 and Series 63 licenses with 14 years of industry experience. Her career includes multiple tenures at Thrivent and Thrivent Financial, along with roles at FedEx, PMI Entertainment, and Kohl's, where she worked as a merchandising clerk outside of trading hours. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority.

James Pratt is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously was with BMO Harris Financial Advisors and BMO Harris Bank from 2011 to 2017. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Jared Jacob is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Wireless Lifestyle and Lifetouch Photography before joining Ameriprise in 2020. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach involves a centralized service team utilizing proprietary research and tools, with recommendations implemented non-discretionarily in an investment framework influenced by affiliated products.

James Harrison Griffin is a Series 66-credentialed financial advisor with LPL Enterprise, LLC, based in St Louis Park, MN. He has been with LPL Enterprise since 2026 and has no prior industry experience. Griffin has held various roles outside the financial industry, including multiple positions associated with the University of Minnesota and Northport Youth Sailing School. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

Courtney Kusick is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 66 credential and beginning their advisory career in 2026. Prior to joining Edward Jones, Kusick gained experience in various roles, including design and project management positions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices.

Paul Stansberry is a financial advisor with Ameriprise in Montrose, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he serves as a public address announcer and scorekeeper for local hockey events. Ameriprise offers a retirement-income planning service targeting individuals with substantial 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 its approach and delivers recommendations through a centralized consulting team working alongside financial advisors.

Merih Marshall is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, Marshall held various roles at Wells Fargo Bank, N.A. since 2021 and has academic experience at Anadolu University and Cukurova University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Joshua Mancell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and a structured oversight process.

Grant Fossum is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including Cetera and Voya Financial Advisors. Outside of his advisory role, Fossum serves as the Director of Basketball Operations at Maranatha Christian Academy, coaching middle and high school students and managing related program activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Rochelle Scanlon is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2013 to 2016. She has also been employed with Wells Fargo Bank NA since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.