Jared Jacob is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Ameriprise since 2020 and was previously with Wireless Lifestyle from 2016 to 2020. 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, tax-aware withdrawal strategies, and dependable income sources.

Andrew Ruch is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles in education and retail sectors such as Target and Old Navy. 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 written recommendations across various planning topics, delivered as either one‑time or ongoing engagements, without discretionary trading authority.

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.

Rebekah Carpenter is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. Outside of advisory work, she is involved with The Healing Platform, a direct sales and customer service business, and Veritas Insurance Advisors, which offers Medicare Advantage, group medical, and ancillary insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers affiliated trust, insurance, and lending services.

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 with LPL Financial, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at firms including Cetera and Voya Financial Advisors and currently serves as Director of Basketball Operations at Maranatha Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with account management provided through a network of investment adviser representatives using various investment strategies.

Rochelle Scanlon is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a variety of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Mary Ketchum is a financial advisor at UBS Financial Services in Minneapolis, Minnesota. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 20 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Oberfeld is a financial advisor with Merrill in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His prior work includes positions at OMD, GroupM, and Essence. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Terry Moen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets since 2008, including its corporate predecessor. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Jacqueline Mjolhus is a financial advisor with Wells Fargo Clearing in Coon Rapids, MN, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2005 to 2011. Outside of her advisory role, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, supporting their budgeting and fundraising efforts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics, focusing on diversification and modern portfolio theory.

Jeremy Sikkink is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial for Lutherans since 2012. Prior to that, he was with Wells Fargo Advisors for over 15 years. 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, holistic planning on a broad range of topics and allows clients to combine planning with managed-account services while keeping them separate.

Renie Shoberg is a financial advisor at Ameriprise in Minneapolis, MN, with 11 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, emphasizing managed accounts and the use of algorithmic tools overseen by a dedicated committee.

Amy Burg is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked with Equitable Advisors since 1999 and was previously affiliated with Axa Advisors, LLC. Beyond her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, overseeing its monthly operations. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Benjamin Corey is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 designations with 12 years of industry experience. He has worked at Ameriprise since 2018 and previously held roles at Prudential Insurance Company of America and Pruco Securities LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with financial advisors.

Aaron Swartz is a Series 66-credentialed financial advisor at Ameriprise in Coon Rapids, MN, with 23 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is a limited partner in a non-investment real estate business, D&S Swartz LLLP. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, it offers a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Ballard is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has recently begun his advisory career, joining Thrivent in 2026. Prior to this role, Ballard worked in the outdoor and defense sectors, including positions at Trijicon and Remington Outdoor Company. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning includes a range of topics such as retirement, estate, and tax planning, and can be combined with managed account services under a consolidated billing option.

Gage Gustafson is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Life Insurance Company and Northwestern Mutual. Gustafson is based in Minneapolis, MN. 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.

James Lebahn is a CFP®-certified financial advisor with Ameriprise, bringing 35 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting and organizational structure firm. 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 tailored retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.