Benjamin Lacroix is a financial advisor at Ameriprise in Saint Paul, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Nicholas Jordan is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo entities since 2018. Outside of finance, he is employed as a retail associate at Kohl’s. 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 roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Charles Brodzinski is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at J.P. Morgan Securities and Wells Fargo Bank. Outside of finance, he has experience working in the food and beverage sector through Chankaska Creek Ranch, Winery, & Distillery. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment advisory solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances. The firm acts as an ERISA fiduciary and offers discretionary investment management options that include a broad range of financial products such as insurance-related vehicles and bank deposit sweep programs.

Trevor Hopkins is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2023. His prior experience includes roles at CX Institutional, LPL Financial, Personal Wealth Partners, and service in the Minnesota Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and uses algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Chase Lapan is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2014. 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 a consolidated billing option called WealthPlan, combining planning with managed-account services while maintaining them as separate engagements.

Todd Johnson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Robert Half before becoming self-employed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from its Investment Institute.

Jan Friedrich is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Advisors is a large institutional firm serving a broad client base with a comprehensive range of investment services.

Joseph Petrick is a financial advisor at Edward Jones in Richfield, MN, with 24 years of industry experience. He has held his position at Edward Jones since 2001 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Emilie Zibble is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Her prior work history includes roles at Wells Fargo and several short-term positions in various industries. Outside of advising, she is involved in freelance photography and photo retouching through her business, Freeze Frame Visuals. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service features a collaborative, non-discretionary approach supported by proprietary research and algorithmic tools.

Eric Meyer is a financial advisor with Ameriprise in Brooklyn Center, MN, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Ameriprise and its related entities since 1998. Outside of his advisory role, he serves as a trustee and fiduciary managing financial accounts for a family member. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written retirement income recommendations through a centralized consulting team.

Natalia Castaneda is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, previously spending nine years at Morgan Stanley Smith Barney. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Aurelius MFG, State Farm, and Purple Hawk Country Club, as well as positions in education at Bethel University and Cambridge Isanti High School. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides annual retirement-income planning advice using a combination of proprietary research, third-party data, and algorithmic tools.

Richard Dunn is a CFP® professional with 23 years of industry experience, currently with Cetera. His prior roles include positions at Avantax and Osiac Wealth, and he has been principal financial planner and member of Dunncreek Advisors LLC since 2013. Outside of advisory work, he serves as president of the White Bear Avenue Business Association, a nonprofit supporting community development projects in Saint Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, ERISA retirement services, and access to third-party money managers.

Catherine Shelehov is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Her career includes roles at Ameriprise and RBC Wealth Management. Outside of finance, she has worked in the restaurant industry and at Southern Methodist University. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs delivering portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Danielle Johnson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she is an individual distributor for Young Living, selling health and wellness products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Wilcox is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Wells Fargo Bank, US Bank, and Wells Fargo Home Mortgage. 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 supported by research from Wells Fargo Investment Institute and other sources.

Jessica Wright is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes long tenures at Merrill Lynch, Pierce, Fenner & Smith Inc., as well as roles at Bank of America, RBC Capital Markets, and City National Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.

Joseph Fox is a financial advisor at Cetera with 38 years of industry experience. He holds the ChFC® and Series 63 designations and has held positions at firms including Tradition Mortgage, North Star Consultants, CRI Securities, and Securian Financial Services. Outside of his advisory work, Fox serves as a director of a local pool and yacht club, is on the advisory board of the Scott Richards North Star Charitable Foundation, and is an elected board member of Risen Christ Catholic School. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Jason Englebretson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following four years at Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Hargis serves on the boards of several community organizations, including The Minnesota Network and Woodbury Young Life, and holds leadership roles such as Vice President of the Woodbury Lions Club and Chair of the Woodbury Area Prayer Breakfast. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to meet client needs.