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 at Merrill based in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His professional background includes roles at Bank of America and several marketing and media firms such as OMD and GroupM. Merrill provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm’s integration with Bank of America’s broader platform allows access to a wide array of products and services beyond traditional managed accounts.

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 Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory work, she serves as treasurer for the Northern Starz Theater Company and the Anoka High School Tennis Booster Club, and is a distributor for Young Living Essential Oils. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jeremy Sikkink is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2012 and has been associated with Wells Fargo Advisors since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm offers these planning services alongside managed-account programs without discretionary trading authority or institutional portfolio management.

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 in Arden Hills, MN, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of her advisory role, she is a 50% owner and chief manager of Falcon Properties, LLC, which owns her office space, and a 50% owner and managing partner of Falcon Financial Group LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

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.

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® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, he is a partner and owner of Arden Rose Group, LLC, a consulting firm focused on organizational structure. Ameriprise is an institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. Its approach includes algorithm-driven, non-discretionary recommendations developed in partnership with advisors, emphasizing tax-efficient withdrawal strategies and the use of Ameriprise-managed accounts.

Kenneth Miller is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual Investment Services, and Hertz Rental Car. 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 provides both brokerage and advisory solutions.

Christopher Jandro is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets LLC since 2005. Outside of his advisory role, Jandro is involved in real estate and property management businesses and has worked as a personal care provider. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through a mix of in-house and third-party managers.

Karl Jensen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2020. Prior to joining Thrivent, he held various roles at Gradient Securities, LLC and several related Gradient entities from 2014 to 2020. 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 financial planning across a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Benjamin Stucker is a financial advisor with RBC Capital Markets based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at SPS Commerce and Sampair CPA and spent ten years in full-time education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers and model providers.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Eric Rousslange is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within various Wells Fargo entities since 2005, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary plan-level investment management and a broader range of financial products than many institutional advisers.

Monica Olson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Keller Williams Premier Realty and has owned and operated Aspen Creek Kennels, a dog training business, for over 20 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach that incorporates modern portfolio theory and a broader range of financial products than many institutional advisors.

Madalyn Allison is a financial advisor with Ameriprise Financial Services LLC in Minneapolis, MN, holding Series 63 and Series 65 credentials and five years of industry experience. She has been with Ameriprise since 2020. 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.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.