Daunne Schaller is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1987. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nina Wills is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she teaches yoga as a 500-hour Registered Yoga Teacher. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with personalized, non-discretionary recommendations delivered by a centralized consulting team.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Aaron Funk is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is involved in selling property and casualty insurance and provides pro bono financial planning support to individuals in the Minneapolis area. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, featuring discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services.

Teddi Jacques is a financial professional with nine years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of her primary role, she is involved as an employee with Augustine & Johnson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party investment strategies.

Ann Korn is a financial advisor with Cetera, holding a Series 63 license and bringing 42 years of industry experience. Her career includes long tenures at firms such as Securian Financial Services and C.R.I. Securities, as well as roles at North Star Tax, LLC and North Star/OT, LLC. In addition to advisory work, she is involved in individual income tax preparation through North Star Tax, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Bennett Cooper is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, Cooper serves on the board of the Piper Athletic Association and is involved with MJW Group LLC in a non-investment capacity. 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 and tax-aware withdrawal strategies. The firm's approach integrates proprietary research and third-party data, operating within a defined investment universe tied to its affiliated product ecosystem.

Barry Minsker is a CFP® professional with 25 years of experience in the financial industry. He is currently with OSAIC and has previously worked at Securities America Advisors, LPL Financial, and SII Investments, Inc. Outside of his advisory role, Minsker has been involved with the Eagan Traveling Basketball Association and the Eagan Foundation for nearly two decades. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Steven Russek is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has a diverse work history including roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Eric Deans is a financial advisor with Ameriprise in Anoka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Katherine Maki is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, Wells Fargo Clearing Services, Fidelity Investments, and the Natural Science Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Mark Reed is a financial advisor with Ameriprise in Maplewood, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he co-owns Universal Arc Studios LLC, a book publishing and game design business, and creates music using AI tools, distributing tracks on major platforms such as Spotify and Apple Music. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations in partnership with its financial advisors.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Morrison II is a financial advisor at RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at Grazzini Brothers & Company and Mortgage Solutions Financial. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, pension, corporate, and charitable clients. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Jason Beumer is a CFP®-certified financial advisor with RBC Capital Markets in Minneapolis, MN. He joined RBC Capital Markets in 2025 after 13 years at US Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment needs.

Dylon Broten is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in the food service industry, including positions at Pizza Luce and Jimmy John's. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm operates as a large institution providing a broad range of advisory, brokerage, and insurance solutions.

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeanne Chapple is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and AdvisorNet Financial. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, research-based recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines automated modeling with advisor oversight and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kipp Walberg is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management and financial planning services.