Joel Andell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both 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 income sources and tax-aware withdrawal strategies.

Jonathan Reed is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2010, working out of their St. Paul, MN office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brook Holzinger is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and bringing 14 years of industry experience. His career includes roles at Waddell & Reed, various insurance carriers, and founding IRISH Group, Inc., a business entity unrelated to investment activities. Holzinger has also served as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by technology tools and oversight of substantial client assets.

Miles D Alessandro is a Series 66 licensed financial advisor at RBC Capital Markets with three years of industry experience. He has held roles at several firms, including Sidoti & Company, LLC, Cetera Financial Services, and Goff Investment Group. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and offers a variety of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies to clients’ risk profiles using a combination of in-house and third-party managers and provides access to alternative investments and integrated capital-markets capabilities.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

Thomas Redalen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Redalen is also involved as co-trustee of his daughter's trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 includes discretionary options, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Michael Brown is a financial advisor with Ameriprise in Monticello, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Breitbach is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with about one year of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Ascend Financial, and MML Investors Services, as well as various engagements in both educational and municipal organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with a range of portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

John Ehlers serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to the changing market conditions, integrating investment insights from Merrill with banking and lending solutions from Bank of America. He emphasizes creating a flexible strategy based on clients' individual priorities to help them pursue their long-term financial goals. Throughout his career, John has dedicated himself to fostering trust-based relationships and providing advice on multifaceted personal and business finances. He works closely with clients to develop financial approaches that address their unique objectives. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), credentials that reflect his commitment to ongoing education and expertise in the field. John holds a Bachelor's Degree from the University of Iowa. In alignment with the Merrill tradition, he is actively involved in community volunteer activities, demonstrating a commitment to the communities he serves.

James Hart Jr. is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has been with Thrivent since 2025 and has prior experience at Hart Insurance Group from 2009 to 2025. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm provides a combination of planning and managed-account services through a consolidated billing option called WealthPlan.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Laura Magnuson is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option while keeping the services separate.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Johnny Mouhanna is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its affiliates since 2025 and has prior work experience at Uber and his own business ventures. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses and written recommendations across various planning topics without managing client portfolios directly.

William Baker III is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in music as a bass player for hire and promotes concept shows, and he also serves as a reverend. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Maya Horwath is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. She has two years of industry experience and has previously worked at institutions including Bank of America and BMO Harris Bank. Outside of her advisory role, she is involved in non-investment activities such as shopping and delivering customer orders for Shipt and operating a personalized jewelry business. 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 a range of brokerage and advisory solutions, supported by research and analytics from Wells Fargo Investment Institute.

Andrew Norman is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including over 16 years with Thrivent Investment Management and Thrivent Financial for Lutherans. 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 planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.