Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Garret Swenson is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has worked previously at EFS Advisors and Wehner & Associates. Prior to his advisory roles, he was employed at the University of Minnesota, Instacart, and Northfield Public Schools. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, tax analysis, and adaptive withdrawal strategies, delivered through a centralized consulting team in collaboration with the client’s financial advisor.

Ryan Perkovich is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity Investments in 2025 and is based in Edina, MN. His prior work experience includes roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Nancy Mcnamara is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She worked at Merrill from 1991 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers services through both individual and corporate financial planning agreements.

Rob Larson is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson has been with Ameriprise since 2019. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Stephanie Fairlie is a financial advisor with Ameriprise in Edina, MN, holding Series 65 and Series 63 credentials and six years of industry experience. She has worked at Ameriprise since 2021 and previously was associated with Convergence Financial LLC and Block Advisors. In addition to her advisory work, she owns and operates Stephanie Fairlie Tax, a tax preparation and planning business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service for clients nearing or in retirement. The firm’s approach incorporates investment research and algorithmic tools to provide tax-aware withdrawal strategies and retirement-income planning.

Melissa Villella is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various capacities from 2000 to 2019. Outside of her advisory role, she manages a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Roloff is a financial advisor with Ameriprise in Estero, FL, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves on the boards of Roloff Manufacturing Corporation and the Bonita Beach Sunset Rotary, where he is Treasurer, and he is also an advisor at MJW Group LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Catina Koenig is a financial advisor at Robert W. Baird & Co. in Eden Prairie, MN, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2001. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through a range of consulting and portfolio services tailored to client goals and risk tolerances.

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Michelle Farrell is a financial advisor at Ameriprise with 39 years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized recommendation reports, supported by a centralized consulting team and algorithmic tools.

Dylan Thomas is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and four years of industry experience. He has worked with UBS Financial Services in various roles since 2012. Outside of his advisory work, Thomas is a co-owner and instructor at HTP Sports Academy, a baseball and softball training facility for youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management using proprietary research and model-based approaches.

Jessica Garcia is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Securian Financial Services, Inc. and Fortune Financial. Jessica is also employed at Fortune Financial as an assistant. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Taylor Ploss is a CFP®-credentialed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Fortune Financial and Securian Financial Services. Ploss serves as treasurer for the Beta Delta Chapter of the Sigma Pi Fraternity at the University of Kansas. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform that offers a range of customizable investment solutions and manages over $256 billion in assets.

Jeffrey Timonen is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 12 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hiroshi Asato is a CFP®-credentialed financial advisor with Raymond James Financial, based in Bloomington, MN, and has seven years of industry experience. Prior to joining Raymond James, he worked at Takeda Pharmaceuticals and serves in the US Navy Reserve. Outside of his advisory role, he is Vice President of McNellis & Asato, Ltd., a support company where he focuses on wealth advising and mergers and acquisitions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Jonathan Mouavangsou is a financial advisor with Charles Schwab in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Mayo Clinic, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios. The firm’s integrated model includes brokerage, custody, and advisory services delivered at scale to a broad client base.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.

Joseph Byron is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at TIAA and Tiaa from 2022 to 2025. Outside of his advisory role, he owns and operates a hops farming business, growing and selling hops to microbreweries in Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.