Aaron Downing is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank and TD Bank. Outside of finance, he works part-time as a ticket office associate for the Saint Paul Saints, a minor league baseball team, and as a general laborer for the Minnesota Twins. 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 combines research from internal and third-party sources to support its investment approach.

Sarah Berg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at H&R Block for one year and spent twenty years at Starbucks. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Katarzyna Nienaltowska is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliates since 2011. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Alexandra Herrera is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, N.A. since 2025. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Michelle Di Pippo is a financial advisor at Ameriprise Financial Services with nine years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes nine years at Raymond James & Associates and one year as a self-employed advisor before joining Ameriprise in 2026. Ameriprise 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, delivering written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Sean Little is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2022, he worked at several companies including Aramark and DropCap Inc. Outside of finance, he operates a small catering business providing private chef services and is involved in internet domain name transactions and consulting. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Nathaniel Klauser is a financial advisor at Edward Jones in New Brighton, MN, holding CFP® and ChFC® designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

Jingyu Xu is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. Prior to joining RBC in 2023, Xu worked at Flourish Wealth Management and Wells Fargo in various capacities. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management along with financial planning and brokerage services. The firm employs a tailored investment approach using a mix of in-house and third-party managers and provides access to alternative investments and integrated banking solutions.

Roan O Leary is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, he worked at K Capital Partners LLC and has held roles at various organizations including the Preservation Society of Newport County. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Wade Scherer is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and previously worked at U.S. Bancorp Investments, Inc. He also operates an independent consulting activity selling products on Amazon. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Lisa Dargontina is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at LPL Financial for 18 years before joining Thrivent in 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and a broad range of financial planning topics without portfolio management for institutional clients. The firm offers an integrated approach through its WealthPlan option, combining planning with managed-account services while maintaining separate engagements.

Jonathan Wolfe is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at PlanMember Securities Corporation and VOYA Financial Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.

Darcie Scheuring is a Wealth Management Advisor and Partner in The Scheuring Group at Merrill. She focuses on addressing clients' wealth management needs including pre- and post-retirement planning, cash flow flexibility, customized investment portfolios, liability management, education expenses, and estate coordination. Darcie aims to provide clarity, discipline, and control in the wealth planning and investing process, working closely with clients to track progress and make necessary adjustments throughout their changing lives. Darcie holds a Bachelor's degree in Journalism from Marquette University and a Master's degree in Business Administration with a concentration in Finance from the University of St. Thomas. She joined Merrill in 2001 and has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). A lifelong resident of the Twin Cities, Darcie currently lives in St. Paul, MN with her husband and two daughters. She is not currently a member of any professional organizations nor involved in community volunteering.

Mai Her is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 19 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008 and is also involved with Comfort Health Care since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies and a mix of in-house and third-party investment managers.

William Meyer is a ChFC® credentialed financial advisor with 24 years of industry experience. He has been with Ameriprise since 2015, currently based in Eagan, MN. 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 non-discretionary recommendations through a centralized consulting team.

Erik Siverson is a CFP® professional with 21 years of experience in the financial services industry. He currently works with Cetera and its affiliated entities, having previously held roles at Securian Financial Services, Inc. and CRI Securities, LLC. Siverson also serves as an elected board member for the Rapp Farm Homeowners Association in North Oaks, MN. Cetera Investment Advisers LLC operates as a large, nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. 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, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Tyler Tschetter is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Thrivent and its affiliated entities continuously since 2016. 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 across various topics and combines planning with managed-account programs while maintaining separate services and reviews.

Darin Pilacinski is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has previously worked with firms including True Vision MN, LLC, Gladstone Wealth Partners, and Financial Engines Advisors, among others. Pilacinski is also involved as a notary and operates True Vision Financial Advisors, an independent registered investment advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives and a variety of investment strategies.

Logan Meyer is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, he held various roles including positions at Leaf Filter and Target. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary research and third-party data to address income sources, withdrawal strategies, and Social Security options within a defined investment framework.