Reid Anderson is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has worked previously at Macquarie and Cargill. He is currently based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and tailors investment strategies based on each client’s risk profile, utilizing both in-house and third-party investment managers.

Thomas Karp is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with OSAIC and previously worked at Sagepoint Financial, Inc. for 14 years. He is also the owner of Karp Financial Advisors, Inc. and serves on the finance committee of the Encampment Forest Association. OSAIC Wealth serves a broad client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple platforms.

Laura Gerke is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN, and has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services 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, which includes a written Recommendation Report and ongoing advice based on research, third-party data, and algorithmic tools.

Vincent Berndt is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. His prior roles include positions at LPL Financial and Wings Financial Credit Union. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Glenn Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and Wells Fargo Bank since 2008. Outside of finance, he has worked as a contractor for food delivery services including DoorDash and Uber Eats. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Aaron Lindman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in New Hope, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Makayla Everson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior experience working at Domino's and the University of Minnesota-Duluth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Stoneking is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank, N.A. since 2013. 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 third-party sources.

Gary Gabor Jr. is a CFP® professional at Cetera with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and Ameriprise Financial Services. He also worked at Hamline University for seven years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and supports multiple program structures and custodial relationships.

Drew Albrecht is a financial advisor at Ameriprise with Series 66 credentials and two years of industry experience. Prior to joining Ameriprise, he held various roles including at the University of Northwestern St. Paul and Hallmark Builders Inc. He also has experience working with Doordash and Shipt. 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.

Joshua Liebelt is a financial advisor with Ameriprise in New Brighton, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He worked at Riversource Distributors, Inc. for 17 years before joining Ameriprise in 2024. 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 in a centralized consulting approach, with a focus on assets held in Ameriprise Managed Accounts and algorithmic automation to generate tailored recommendations.

Daniel Bennett is a financial advisor at Ameriprise in Minneapolis, MN, with 20 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2023. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Brian Foote is a CFP® professional with 14 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been affiliated with Wells Fargo Bank NA since 2010. Outside of his advisory role, he acts as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines research and analytics with diversified investment principles to provide both brokerage and advisory solutions.

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. 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 through its Premier Retirement Income service.

Nicollet Buchmayer is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to returning to Ameriprise in 2025, Buchmayer worked at American Enterprise Investment Services and Ameriprise Financial Services. Outside of advisory work, Buchmayer serves on the board of the Ramsey Square Condominiums Association and participates in online research activities unrelated to finance. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies.

Nathaniel Conery is a CFP® and holds a Series 66 license with 14 years of industry experience. He is currently with Edward Jones and has previously worked at LPL Financial, U.S. Bank, RBC Capital Markets, and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Grant Mc Elroy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes work at Bayerische Motoren Werke AG (BMW) and multiple roles affiliated with Saint John's University and the College of Saint Benedict. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using model-driven investment approaches developed by LPL’s Research Department and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

Thomas Rossini is a financial advisor with Cetera based in Minneapolis, MN. He holds the Series 66 designation and has recently started his career in the industry. Outside of advising, he has experience working in various roles including positions in hospitality and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Ryan Golden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2003. Outside of finance, he is also a musician who performs with clarinets, flutes, and saxophones. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.