Kenneth Miller is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual Investment Services, and Hertz Rental Car. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, providing both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Christopher Jandro is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets LLC since 2005. Outside of his advisory role, Jandro is involved in real estate and property management businesses and has worked as a personal care provider. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management strategies implemented through a mix of in-house and third-party managers.

Karl Jensen is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2020. Prior to joining Thrivent, he held various roles at Gradient Securities, LLC and several related Gradient entities from 2014 to 2020. 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 financial planning across a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Benjamin Stucker is a financial advisor with RBC Capital Markets based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at SPS Commerce and Sampair CPA and spent ten years in full-time education. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers and model providers.

Jennifer Ray is a financial advisor at Ameriprise with 26 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving 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.

Eric Rousslange is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2005. 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 offers both brokerage and advisory solutions.

Monica Olson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Keller Williams Premier Realty and has owned and operated Aspen Creek Kennels, a dog training business, for over 20 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an IPS-driven approach that incorporates modern portfolio theory and a broader range of financial products than many institutional advisors.

Madalyn Allison is a financial advisor at Ameriprise with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2020. Prior to joining Ameriprise, her experience includes roles at Genesis 10, Amazon, and various other companies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Devin Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 10 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2016, following a brief tenure at Ameriprise. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

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 at Thrivent Investment Management with three years of industry experience. She holds a Series 66 designation and previously worked in the St. Francis School District and at 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 focuses on holistic, goal-based financial planning across a broad range of topics and offers clients the option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

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 27 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Royal Alliance and Cetera Advisor Networks LLC. She is also owner of JMAE, LLC, which provides managed services to other businesses, and Johnson Wealth Management, LLC, offering fixed insurance services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary or advisor-managed strategies and access to third-party managers and proprietary models.

Cole Jaksa is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2023, he worked at Ameriprise for one year. His background includes various roles outside finance, such as employment at a bar and grill and in retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers services including fee-based planning, portfolio management, and capital markets solutions.

Hannah Hall is a financial advisor with J.P. Morgan Securities in Minneapolis, MN. She holds a Series 66 designation and has one year of industry experience. Prior to her current role, she has held positions at Jpmorgan Chase Bank, Affinity Plus Federal Credit Union, and has experience working with University of Wisconsin RecWell. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.