Tiffany Fahnhorst is a Senior Financial Advisor at Merrill Lynch Wealth Management, focusing on personalized wealth management for individuals, families, and business owners. She advises clients on the preservation, growth, and transfer of wealth through a disciplined and relationship-driven approach, drawing on nearly two decades of experience and a multigenerational foundation in wealth management. Tiffany's career began in residential real estate development before she joined her father's wealth management practice in 2007. She partners closely with clients to simplify complex financial decisions and align strategies with their long-term goals, emphasizing disciplined planning, clear communication, and trust. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from the University of Colorado System. Outside of her professional work, Tiffany is involved in her community through the Edina Football Association and Our Lady of Grace Catholic Church. She also enjoys coaching football, playing tennis, volunteering at church, and spending time outdoors with her dogs.

Anna Schlesinger is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015 and City National Bank since 2019. Outside her advisory role, she serves on the board of directors for Public Art Saint Paul, a nonprofit organization partnered with the city. RBC Wealth Management at RBC Capital Markets serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through a range of advisory programs and utilizes both in-house and third-party investment managers.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Edina, MN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. 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 process is driven by investment policy statements and modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Isaac Jones is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors. Outside of advising, he has experience in the food service industry and catering. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Charles Kretschmer is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include seven years at First Light Asset Management LLC and two years at Ameriprise Financial Services Inc. He also has experience in academia from Saint John's University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 Wells Fargo Investment Institute.

Michelle Glood is a CFP®-certified financial advisor with Ameriprise, based in Shoreview, MN, and has 34 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Sprau is a financial advisor with Equitable Advisors in Coon Rapids, MN, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Christopher & Banks and United Health Group. Outside of his advisory work, he serves as a medical power of attorney for his mother. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client services based on documented goals and risk tolerance.

Brianna Riofski is a financial advisor at RBC Capital Markets with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years and Ecolab for one year. Outside of her advisory role, she serves on the advisory board of Early Childhood Family Services in Rosemount, Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Cullen Gess is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Wells Fargo Bank and Wells Fargo Clearing, along with multiple roles associated with the University of Minnesota. 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 provides both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

David Dudley is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at RiverSource Distributors Inc. for seven years before joining Ameriprise in 2019. Dudley is also a co-owner of NAP Partners, LLC, an advisory business based in Houston, TX. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Tyler David is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of his advisory role, he is involved in his community as a soccer and basketball coach at Lakeville North High School and serves as an associate board member for Aces For Kids. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Andrew Jarosz is a financial advisor with RBC Capital Markets in Roseville, MN, holding Series 63 and Series 65 licenses and eight years of industry experience. His previous roles include positions at Piper Sandler & Co. and Saint John's University. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to client risk profiles and utilizing a mix of in-house and third-party investment managers.

Tasha Coleman is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with LPL Financial and has previously worked at OSAIC and SagePoint Financial. Outside of her advisory work, she is involved as a statutory agent in marketing for Five Star Financial Resources and owns Five Star Wealth Planning, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Steven Hebert is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2014. He has a background that includes providing training and support on Ameriprise technology tools and processes, as well as operating an audio production and voiceover business. Based in Minneapolis, MN, he holds a Series 63 license. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports in collaboration with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Neil Manthe is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Securian Financial Services Inc and Minnesota Life Insurance Company. Manthe serves on advisory boards for Minnesota State University, Mankato, and the non-profit BestPrep, contributing to educational programs focused on customer experience and financial literacy for high school students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies across a range of program structures and custodial relationships.

Jennifer Laitinen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Outside of her advisory role, she works part-time as a bartender at The Lookout Supper Club. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and tailors strategies based on each client’s Advisory Risk Profile.

Nicholas Kruell is a CFP® professional affiliated with LPL Financial, with 17 years of industry experience. He has held roles at multiple firms including Ameriprise Financial, Northwestern Mutual, and Waddell & Reed. Kruell is involved with Blue Heron Professional Group, LLC and Blue Heron Tax Services LLC, which include tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Derek Drees is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at ADP and in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Mark Stephan is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Donovan Laib is a financial advisor with Wells Fargo Advisors in Eagan, MN, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at Wells Fargo Advisors since 2018 and previously worked at Bank of America and Merrill Lynch from 2014 to 2018. He is the sole owner of Sunset Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.