Adam Johnson is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon O Hara is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wealth Enhancement Advisory Services, LPL Financial, Cetera Advisor Networks, and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, providing comprehensive, goal-based planning across various financial topics without discretionary portfolio management.

Ryan Carroll is a financial advisor with Ameriprise in Mendota Heights, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2013, including Riversource Distributors Inc. and Ameriprise Financial Services Inc. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Christel Ingles is a financial advisor with Ameriprise in Minneapolis, holding a Series 66 designation and eight years of industry experience. She previously worked at Northwestern Mutual - Columns Resource Group from 2010 to 2018 before joining Ameriprise. 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 through a written Recommendation Report and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data to support tax-aware withdrawal strategies and Social Security claiming options.

Matthew Adey is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at firms including PGIM Investments, Prudential Investment Management Services, and BlackRock Financial Management. Adey is currently based in St. Paul, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies, including Monte Carlo simulations and the use of secular return estimates.

Courtney Saul is a financial advisor with Wells Fargo Clearing in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Saul worked at Thrivent Financial and Wings Credit Union, among other roles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related products and bank deposit sweep programs.

Thomas Westlund is a financial advisor with Ameriprise in Excelsior, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to provide tailored, algorithm-assisted recommendations primarily for assets managed within Ameriprise accounts.

Emma Broderick is a Financial Consultant I specializing in helping clients pursue their financial goals through trust, transparency, and ongoing guidance. She focuses on creating an environment where clients feel safe and supported in making informed financial decisions. Emma works collaboratively with clients to develop personalized financial plans that provide clarity and confidence at every stage of life. Outside of her professional role, Emma has interests in fitness, food, gardening, music, outdoor adventures, and parenthood.

Christopher Olson is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered by a centralized consulting team in partnership with financial advisors.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Kent Sipola is a Series 66-licensed financial advisor at RBC Capital Markets with 8 years of industry experience. He has been with RBC U.S. Wealth Management since 2015. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and integrates both in-house and third-party managers to tailor portfolios according to clients’ risk profiles.

Cindy Boike is a CFP® professional with 10 years of experience in financial advising, currently serving at Edward Jones since 2015. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Lacroix is a financial advisor at Ameriprise in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Jordan is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo entities since 2018. Outside of finance, he is employed as a retail associate at Kohl’s. 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 roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Charles Brodzinski is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at J.P. Morgan Securities and Wells Fargo Bank. Outside of finance, he has experience working in the food and beverage sector through Chankaska Creek Ranch, Winery, & Distillery. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm acts as an ERISA fiduciary and offers discretionary investment management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep programs.

Trevor Hopkins is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at CX Institutional, LPL Financial, Personal Wealth Partners, and service in the Minnesota Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. 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 analyses and a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.

Todd Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Robert Half before becoming self-employed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from its Investment Institute.

Jan Friedrich is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding a Series 63 designation with 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.