Mc Kenzie Kirkland is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. Kirkland has been with Ameriprise since 2016, working in both Ameriprise Financial Services Inc and Ameriprise Financial Services, LLC. Based in Minneapolis, MN, Kirkland's practice is part of a large, diversified firm that serves individual and institutional clients. Ameriprise Financial Services offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team to deliver written Recommendation Reports and ongoing advice based on investment research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and a product ecosystem influenced by affiliated sub-advisers and distribution arrangements.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela O'Leary is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and 32 years of industry experience. She worked previously at U.S. Bancorp Investments, Inc. for nine years before joining RBC Capital Markets in 2017. O'Leary serves on the board of directors and chairs the finance committee for Wayside Recovery Center, a nonprofit substance treatment center for women. RBC Wealth Management provides investment advisory, financial planning, custody, and brokerage services to a diverse client base that includes individuals, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.

Andrew Kronbach is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has been with Ameriprise and its affiliated firms since 2024 and has prior experience as a full-time student and various entry-level roles, including working at Trader Joe’s. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice. The firm’s approach integrates internal investment research, algorithmic tools, and collaboration between centralized teams and financial advisors, focusing on dependable income sources and tax-aware withdrawal strategies.

Nicolas Boudewyns is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding the CFP® designation along with Series 63 and 66 licenses. He has 19 years of industry experience, including over 10 years with Wells Fargo Clearing and more than two decades with Wells Fargo Bank, N.A. Outside of his advisory role, he is connected to a personal beauty services business owned by his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics to support diversified investment strategies across a broad platform of financial solutions.

Joe Perry is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Waddell & Reed Inc. Perry is also involved in forensic accounting through his own consulting business and serves as a board member for a homeowners association. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kurt Peterson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Edward Jones. He has ownership interests in investment-related entities AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Lucas Erickson is a financial advisor with Ameriprise Financial Services LLC based in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Ameriprise, Erickson has worked in various roles including at Lifetime Corporation and has been involved with USA Hockey and local golf clubs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware withdrawal planning.

David Briggs is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and has been involved with Benefit Strategies Group Inc. since 2010, where he serves as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Frederick Frederickson is a CFP®-designated financial advisor with 30 years of industry experience, currently with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has a non-investment related ownership interest in DUTCH'S DEN, LLC. 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 research-based investment strategies with a broad range of financial products.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.