Adam Patterson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate firms since 2014. Outside of advising, he works as a paraplanner for May Inc., assisting with trade processing, money movements, and client inquiries. 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 written recommendation reports and ongoing planning for retirement income, utilizing proprietary research and third-party tools.

Amy Johnson is a Series 66-credentialed financial professional with four years of industry experience. She currently works at Cetera and Stein Financial Group, where she focuses on financial planning and securities recommendations. Outside of her advisory role, she is the sole owner of two real estate rental properties. Cetera Investment Advisers LLC is a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers both discretionary and non-discretionary programs and provides access to affiliated and unaffiliated money managers through various account structures.

Hollie Bonnes is a Series 66-licensed financial advisor at Merrill with 10 years at the firm and four years of industry experience. She is based in Minneapolis, MN. Outside of her advisory role, she owns and manages a two-family residential property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Hugh Humphrey is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior experience includes ten years at Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based planning across a wide range of financial topics without discretionary trading authority, and allowing clients to integrate planning with managed-account programs through a consolidated billing option.

Debra Bougie is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers comprehensive goal-based planning across various topics, allowing clients to combine planning with managed-account services under an integrated billing option while keeping the services distinct.

Rachel Leiendecker is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 credential and has been with Ameriprise since 2020. Prior to her advisory role, she worked briefly at Olson's Ice Cream and attended the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ava De Vos is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. She has held roles at AJW Financial and Ameriprise Financial Services LLC, among other positions. Outside of advisory work, she has been involved in various business activities including operations administration at AJW Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to affiliated and third-party money managers across multiple program platforms.

Kimberly Zeppelin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2017, also working at Wells Fargo Bank NA since 2012. Outside of her advisory role, she works as a part-time delivery driver for DoorDash. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Randy Asmus is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of advising, he works as a life insurance agent. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and a wide network of over 22,000 advisors.

Zachary Turcotte is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2010. He has 16 years of industry experience, including a decade at Axa Advisors, LLC. Outside of his advisory role, he is a partner at Fantasy Golf Insider. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of representatives and third-party managers.

Mark Adkins is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has been with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. Merrill, together 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 model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tanya Klimpel is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 63 designation with 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2011. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Thell is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and six years of industry experience. She has worked at Ameriprise since 2017, including time at Ameriprise Financial Services, Inc., and previously at KeyStone Search. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of algorithmic automation and oversight to generate tailored retirement income recommendations.

Kimberly Bai Mc Guire is a financial advisor at Merrill with Series 63 and Series 65 licenses. She has worked in the financial industry since 2021, with prior experience at Wells Fargo, U.S. Bank, BMO Bank, and Serko Ltd. Her current role at Merrill began in 2026. 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 model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Atwater is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. His prior experience includes roles at ICMA-RC Services, Shoreline Financial Advisors, and Morgan Stanley. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies, using a centralized team and proprietary tools to develop tailored written recommendations.

Wendy Oldendorf is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at UBS since 2006 and has prior experience with Piper Jaffray Inc., Dain Bosworth Incorporated, Byeslys, and Chip Rice BC Financial. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tiffany Fahnhorst is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing wealth management services to individuals, families, and business owners. Tiffany focuses on helping clients build, preserve, and transition wealth with clarity and confidence through a disciplined and personalized approach. Her career started in residential real estate development, and since 2007, she has worked alongside her father in his wealth management practice. This experience has shaped her long-term, relationship-driven advisory approach. Tiffany collaborates closely with her clients to simplify complex financial decisions and offers strategic guidance aligned with their goals. Tiffany holds a Bachelor's Degree from the University of Colorado System and the designation of Personal Investment Advisor (PIA). Outside of her professional work, she is involved in the Edina Football Association and Our Lady of Grace Catholic Church, and she enjoys coaching football, playing tennis, volunteering at church, and spending time outdoors with her dogs.

Anna Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at RBC Capital Markets since 2015 and at City National Bank since 2019. Schlesinger serves on the board of directors for Public Art Saint Paul, a nonprofit organization partnering with the city to promote public art. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers to implement client portfolios.

Kory Schleicher is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Isaac Jones is a Series 66-licensed financial advisor with Equitable Advisors in Minneapolis, MN, and has seven years of industry experience. Before joining Equitable Advisors, he worked at AxA Advisors and held positions in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.