Devin Olson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2016, following a one-year tenure at Ameriprise Financial Services Inc. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Annie Reed is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN. She holds the Series 66 designation and has two years of industry experience. Prior to her current role starting in 2023, she worked for the St. Francis School District and Minnesota State University, Mankato. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and investment management services separate.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

Sunil Singh is a financial advisor with Ameriprise based in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Ameriprise Financial Services Inc., Ameriprise, Riversource Distributors, Inc., and American Enterprise Investment Services Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, 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 to deliver personalized retirement advice, primarily for clients with assets in Ameriprise-managed accounts.

Timothy Faig is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Thrivent Investment Management, Purshe Kaplan Sterling Investments, Fidelity Investments, and Scottrade. Outside of his advisory roles, he has worked in the restaurant industry as a pizza delivery driver. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Erica Cochran is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at North Star Resource Group and Huntington Surrey, along with a four-year tenure at St. Edward's University. She also serves as a Practice Coordinator at Confidere Financial, supporting advisors with securities and planning work. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment options and program structures.

Stephanie Johnson is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Royal Alliance, Advisornet Financial Partners, and Cetera Advisor Networks. Johnson is also an owner member of JMAE, LLC, which provides managed office services, and owns Johnson Wealth Management, LLC, a firm offering fixed insurance services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party managers, supporting both discretionary and non-discretionary account management.

Cole Jaksa is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS in 2023, he worked at Ameriprise for one year. His background includes various roles outside of finance, including positions in retail and food service. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a wide range of financial solutions.

Hannah Hall is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles including positions at Jpmorgan Chase Bank, N.A., Affinity Plus Federal Credit Union, and the University of Wisconsin. Outside of finance, she has been involved with the University of Wisconsin RecWell and youth sports organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connor O’Brien is a financial advisor at RBC Capital Markets with seven years of experience at the firm and two years of industry experience overall. He holds the Series 66 designation and previously worked at Prudential Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Grant Farley is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has worked with RBC Capital Markets and Pitch 2 Pitch since 2017. Outside of his advisory role, Farley works as a baseball instructor. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored strategies through a mix of in-house and third-party managers.

Freddy Herrera is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, offering tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates a centralized consulting team to deliver these services in partnership with its financial advisors.

Bennett Johnson is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at Washington Trust Bank and has a diverse background including roles in education and service industries. 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 various financial topics, with options to combine planning and managed-account services under a consolidated billing program called “WealthPlan.”

Dennis Stolp is a financial advisor with Cetera, holding a Series 63 designation and over 50 years of industry experience. His career includes long tenures at Securian Financial Services, Comprehensive Benefits, and Minnesota Life Insurance, among others. Outside of advising, Stolp is involved in community activities such as volunteering with the Ramsey County Sheriff Water Patrol and serving on the Ramsey County Sheriff’s Foundation Board, as well as participating as a board member of the Optimist Club in Roseville, MN. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that features a variety of discretionary and non-discretionary investment program options.

Michael Bogden III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at LPL Financial and Thrivent Financial, and has professional experience outside finance in sound design through his company, Michael Bogden Sound Design LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs supported by firm-approved tools and analysis methods.

Michelle Young is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is president and owner of MAY, Inc., manages a vacation rental business, and participates in several charitable organizations including the Ronald McDonald House Charities Investment Committee and TPC ROSE, a local women’s philanthropic group. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Benedict is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Minnesota Bank and Trust. Bryan serves as a trustee for the Patricia Raht Marital Trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader financial product offering that includes insurance-related vehicles and bank deposit sweep options.

Sean Donnelly is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with five years of industry experience. His prior work includes roles at U.S. Bank, Northwestern Mutual, and Target, as well as time at the University of North Dakota. Outside of his advisory work, he is involved with Royal Ideas LLC. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines internal investment research, third-party data, and algorithmic tools, with recommendations implemented in collaboration with clients and their advisors.

Pamala Cross is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliate since 2007. Outside of her advisory role, she works as a cashier at a retail store in Coon Rapids, MN. Ameriprise is a large institutional firm that provides retirement-income planning services primarily for individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.