Todd Yeiter is a CFP® with 30 years of industry experience, currently serving at Thrivent Investment Management Inc. since 2002. He is based in Minneapolis, MN, and holds the Series 66 designation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses across a wide range of planning topics, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Gretchen Bennett is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she is the sole proprietor of Lone Oak Companies LLC, a business related to rental property management in Rockford, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

Amanda Peetz is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Piper Jaffray & Co. for five years before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and custody services, utilizing both in-house and third-party investment managers.

Nick Plaza is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, he gained experience as a Premier Banker at Wells Fargo from 2020 to 2024. Nick focuses on helping individuals and families navigate important financial decisions through personalized planning and ongoing guidance. His approach emphasizes understanding each person's goals, priorities, and circumstances to develop strategies that align with their unique needs. He values building trusted relationships through open communication, education, and thoughtful planning. Outside of his professional work, Nick enjoys activities such as fitness, enjoying food, social events with friends, outdoor adventures, reading, and running.

David Wendel is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 10 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2018. Outside of his advisory role, he owns two mechanical parts sales businesses based in Hamel, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rory Brown is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Rhythm City Casino and Uncle Bill’s Pizza. Rory has been with Thrivent and its affiliates since 2022. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and integrates planning with managed accounts under its “WealthPlan” program, while maintaining separate planning and portfolio management services.

Ryan Johnson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and incorporates a wide range of investment and financial services.

Michael Sisson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Charles Schwab and TD Ameritrade. 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 both brokerage and advisory solutions.

Tyler Sherman is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise in various capacities since 2017. Prior to his advisory career, he held roles at 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 focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Audree Ginsburg is a financial advisor at RBC Capital Markets with CFP® and Series 66 credentials and two years of industry experience. Prior to joining RBC, she has held positions at Rover and JPMorgan Chase & Co. She serves on the board of directors for Loring Collective, a nonprofit that supports queer creatives in the Twin Cities. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs tailored to client risk profiles. The firm utilizes both in-house and third-party managers and provides integrated portfolio management, financial planning, and brokerage services.

Kevin Mc Neely is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining RBC in 2026, he worked at Ameriprise Financial Services, LLC and its affiliated entities from 2017 to 2026, and at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates in-house and third-party investment managers, with a wide range of options including tax management and responsible investing.

Jacob Morris is a financial advisor with Edward Jones in Wayzata, MN, holding a Series 66 credential and bringing seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Osseo Area Schools for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products through a large nationwide network of advisors and branches.

Abduselam Adem is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63, Series 65, and Series 66 licenses and has been in the industry since 2024. His prior experience includes roles at Huntington National Bank and Wells Fargo Bank, NA, as well as academic positions at St. Cloud State University and Bahirdar University. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Elizabeth Stromberg is a financial advisor at RBC Capital Markets with 28 years of industry experience. She has been with RBC Capital Markets Corporation since 2008 and holds the Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with strategies tailored to clients’ risk profiles and implemented through a combination of in-house and third-party investment managers.

Carl Lottman is a financial advisor with MassMutual Investors Services in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with MassMutual life Insurance Company and MassMutual Investors Services since 2011. Outside of his advisory role, he is involved in health insurance sales as an agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software tools to analyze client goals and deliver written recommendations.

Tyler Sevlie is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Ameriprise since 2016, working across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Adam Larson is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2026 and previously worked in investment and administrative roles at Duquesne University and had employment experience with the Pittsburgh Steelers Stadium Incorporated. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning covering a broad range of topics, with options to combine planning with managed-account programs under a consolidated billing arrangement.

Catherine Shannon is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over eighteen years of experience in the financial services industry, supporting clients with comprehensive wealth management strategies. Her expertise includes areas such as college education planning, corporate executive services, employee benefits planning, executive compensation, legacy planning, personal retirement planning, socially responsible and ESG investing, and tax minimization. Catherine holds Series 7, 63, and 65 FINRA registrations, as well as life and health insurance licenses. She also holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Certified Trust and Fiduciary Advisor (CTFA), and Personal Investment Advisor (PIA). She earned a Bachelor of Arts in Cultural Studies and Comparative Literature from the University of Minnesota, graduating summa cum laude and Phi Beta Kappa. She further attained a Master of Arts in Philanthropic Studies from Indiana University, where she was a Jane Addams-Andrew Carnegie fellow. Beyond her advisory role, Catherine engages in community involvement as a member of the Board for Project Got Your Back. She is also affiliated with several professional organizations, including the University of Minnesota Alumni Association, Indiana University Alumni Association, and is a founding member of the Mortar Board Foundation.

Dennis Sseruwooza is a financial advisor at Ameriprise in Farmington, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2023, he worked in senior care roles, including positions at Cassia Apple Valley Villa and Entrust Care. Outside of advising, he has provided assistance with activities of daily living for persons in long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Dickerson is a CFP® professional with 27 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he collects passive farm rental income as a landowner. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. Their approach includes holistic analyses and the option to combine planning with managed-account programs under consolidated billing.