George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 licenses and having 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Fregosi is a financial advisor at LPL Financial with a Series 66 credential and 10 years of industry experience. He has operated his own law practice since 2015 and has held roles with David Walgren and various insurance carriers. Outside of financial advising, he maintains an active law practice and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.

Jay Ricci is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Minnetonka, MN. He has seven years of industry experience, including prior roles at Merrill and Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Mark Maes is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its affiliates since 1999. Outside of his advisory role, he plays trumpet for church and small gigs. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized team to provide tailored, non-discretionary recommendations that incorporate modeling, tax-efficiency analysis, and asset management within Ameriprise accounts.

Robert Sabota is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Ameriprise since 2018 and prior positions at First International Bank and Trust and American Enterprise Investment Services. Outside of his advisory work, he serves as a personal care assistant for a nonprofit, providing mental and physical health support and medication management for a live-in family member. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Paul Wheaton is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise in Wayzata, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities unrelated to investment management. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a specialized retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

David Foster is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing and maintaining client relationships by providing personalized advice, guidance, and retirement planning. He works closely with clients to optimize their retirement plan benefits and guide small business clients in selecting suitable Merrill solutions for employee retirement plans. With over 17 years of experience at Merrill, David specializes in areas including divorce transition planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and investment consulting for both defined benefit and defined contribution plans. He provides ongoing performance tracking, personalized guidance, and periodic progress reviews to assist clients in reaching their individual financial goals. David holds a Bachelor's Degree in Information Technology and Business Communication from Robert Morris University. He has earned the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Upper St. Clair, Pennsylvania, with his two children. Outside of work, David enjoys boating, camping, fishing, football, golfing, hunting, and skiing, and he values attending events planned by his children.

Ryan Jaskinia is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by AT&T from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and securities-based lending options, maintaining a large retail advisor network and branch footprint.

Chase Cardinal is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and has held roles outside of finance, including positions at Nfp, Menards, and Uber Eats, as well as involvement with the University of Minnesota Duluth. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and an integrated platform that combines adviser programs with sales of financial products and insurance.

Terrie Amundson is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently affiliated with Cetera. She has worked with multiple firms including LPL Financial and Royal Credit Union. In addition to her advisory work, she provides tax return assistance to elderly taxpayers through an IRS-funded volunteer program. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. 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 clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Matthew Zilles is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 designations and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Justin Flores is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. He has worked at RBC Capital Markets since 2021 and previously held positions outside the financial industry, including roles in the restaurant sector. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles with access to both in-house and third-party investment managers.

Patton Hoffarth is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. Their approach includes restrictive enrollment criteria and investment recommendations influenced by proprietary research and affiliated product partnerships.

Jeffrey Lensing is a financial advisor with Ameriprise in Andover, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliates since 2017, following a brief tenure at Minneapolis Wealth Advisors. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jasmine Rodriguez is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2026. Her prior work experience includes roles at Wells Fargo Bank, The Loose Moose, and Squealers Smoke Shack. 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.

Lilia Kelash is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. Her prior work includes a year at Willis Towers Watson and various roles across different industries before entering finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-aware withdrawal strategies.

Larry Borlaug is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”