Michael Schmidt is a Series 66-licensed financial advisor with Edward Jones in New Brighton, MN, where he has worked since 2022. He has two years of industry experience, previously working at Cantel Medical and US Bank. Outside of his advisory role, Schmidt is involved in choral activities, serving as a bass section leader at Hennepin Avenue United Methodist Church and as an ensemble singer with VocalEssence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices across the United States.

Thomas Crandall is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding CFP®, CFA®, and Series 66 credentials and has 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is a Ph.D. student at Kansas State University engaged in academic research, authoring, and presenting. Ameriprise Financial Services is a large diversified 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 focused on dependable income sources and tax-aware withdrawal strategies.

Robert Bryan is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Sullivan Cotter and Clinician Nexus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning areas without implementation or discretionary trading authority.

Coleman Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include seven years at LPL Financial and three years at RSM. In addition to his advisory work, he owns and operates a tax preparation business and is an insurance agent focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and technology, and it provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Virgil Brenny is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services and National Planning Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing access to discretionary and advisor-managed strategies as well as third-party managers and proprietary models.

Scott Rains is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has professional experience spanning roles at AT&T and BMO Harris Bank prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kelly Miller is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Minneapolis, MN. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Daniel Babbitt is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Evan Gregg is a financial advisor with Ameriprise based in Minneapolis, MN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Northwestern Mutual, Thrivent Financial, J.P. Morgan, Wells Fargo, and earlier work outside finance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients with tailored retirement income planning, incorporating tax-aware strategies and Social Security options through a collaborative, non-discretionary process.

Lucas Schaefer is a financial advisor at J.P. Morgan Securities based in Minneapolis, MN, holding a Series 66 license with one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Regal Creek Wealth Management. Outside of finance, he has worked at Leroy's Tavern for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through various regulatory registrations.

Anders Sandberg is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2022. He previously worked at Ameriprise Financial Services Inc. for five years. Outside of his advisory role, Sandberg owns a small construction business and serves as an investment committee member for the Chanhassen Lions Club Foundation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which offers financial planning, portfolio management, and custody services to individuals, corporate clients, pension plans, and charitable organizations. The firm utilizes a combination of manager-traded and model-traded strategies, along with tax-management and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.

Adam Belpedio is a financial advisor with Ameriprise in Andover, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, 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 a centralized service team to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise managed accounts.

Taylor Mcleod is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Punch & Associates. Outside of advising, he is involved in creative design for a social media Instagram account called alltheragempls. RBC Wealth Management serves a diverse client base, including individuals, institutions, pension plans, corporations, and charities, offering a range of advisory programs with personalized portfolio management and financial planning services. The firm integrates a variety of investment managers and strategies, including responsible-investing options, supported by RBC’s capital markets and affiliated asset management capabilities.

Natalie Lebaron is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment managers.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

Patrick O'Connell is a CFP® professional with 34 years of industry experience. He has been with Ameriprise since 1992, including its predecessor Ameriprise Financial Services, Inc., and is currently based in Minneapolis, MN. 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 through written recommendation reports and ongoing annual advice.

Aviral Chauhan is a financial advisor with Wells Fargo Clearing based in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual, and Wells Fargo Bank. Outside of finance, Chauhan has been involved with local soccer clubs, including Lakeville Soccer Club and Manitou F.C. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Aaron Felix is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at RBC Capital Markets, LLC for twelve years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes proprietary research and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and participation linked to Ameriprise managed accounts.

Heidi Hillman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

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.