Dave Erickson is a financial advisor at Edward Jones in Mendota Heights, MN, holding a Series 66 designation with one year of experience at the firm. His prior experience includes positions at CHS Inc and Ecolab Inc, where he worked for a combined 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Becker is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Becker is an owner of farmland rental property in Fairmont, Minnesota. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, emphasizing managed accounts and algorithmic support for retirement planning.

David Lebbie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing and Wells Fargo Bank in 2022, he worked at Ramsey County and Robert Half, and has served in the Minnesota Army National Guard since 2011. Outside of his advisory role, he owns and operates a medical transport business. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kelly Cabalka is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, she worked with the Ryan Pertile Group and has experience coaching gymnastics. Outside of her advisory role, she is involved in coaching a gymnastics team. 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, utilizing a centralized service team and proprietary analysis tools to provide tailored, non-discretionary recommendations.

Kyle Kriener is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Profinium and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment selection and a broader range of financial products than typical large institutional advisers.

Gregory Then is a financial advisor with Ameriprise in Otsego, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Jason Carver is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Allianz Life, Ummies, Minnesota State University Mankato, South Central College, and Pagliais. 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, combining proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Heather Winfield is a financial advisor with Merrill in Saint Paul, MN, holding a Series 66 designation and 27 years of industry experience. She has been with Merrill since 1997. Merrill, together 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Anthony Hamlin is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN. He joined Ameriprise in 2026 and has prior experience in various roles across multiple industries, including positions at Archer Daniels Midland Co. and Hyvee Inc. His background also includes entrepreneurial and community-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Richard Sundberg is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management since 2002 and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning as either a one-time or ongoing service. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Michael Schumacher is a financial advisor with Ameriprise in Arden Hills, MN, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Ameriprise since 2018 and previously worked at Solidity Financial LLC and Medtronic. Schumacher serves on the Board of Directors for the Minneapolis School of Anesthesia. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on income sources and tax-aware withdrawal strategies.

Hannah Thieneman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, Valeo Financial Advisors, and Stirlingshire Investments. Between 2024 and 2026, she took time away from the industry as a homemaker. 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 combined with a managed-account program under a consolidated billing option, focusing on comprehensive client planning without discretionary trading authority.

Harley Bohrman is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2007, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory work, he is involved in managing rental property in Saint Paul, MN. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Richard Vinar is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Harbour Investments, Inc. for 19 years and has operated Vinar Financial Group LLC since 2011. Outside of his advisory role, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Kuykendall is a financial professional with 28 years of industry experience. He is currently with Cetera and holds Series 63 and Series 66 designations. His prior experience includes roles at North Star Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, and Thrivent Investment Management. Outside of his advisory work, he is involved in youth sports coaching and serves on several local nonprofit boards related to athletics and community planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Zachary Bollom is a financial advisor at Equitable Advisors based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Hanna CRE and the Hennepin County Appraisers Office. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model focused on LPL-sponsored programs and endorsed third-party managers.

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Nick Durst is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018, with prior experience at Wells Fargo Bank, Edward Jones, and Financial Recovery Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Blair Haslerud is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, Series 65, and Series 66 licenses with 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, primarily for clients with assets in Ameriprise-managed accounts.

Joel Carey is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2012 to 2016. He has also been affiliated with Wells Fargo Bank NA since 2011. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.