Christopher Root is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a centralized team in collaboration with advisors.

Alexander Healy is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Casey Larson is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 credentials and 18 years of industry experience. He worked at SagePoint Financial from 2013 to 2020 before joining LPL Financial. Larson has an interest in a business called Bid for Funds, where he is the owner of intellectual property unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and diversified strategies, including both discretionary and non-discretionary management.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Michael Meader is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and four years of industry experience. Before joining Thrivent, he worked at the University of Minnesota and Woodcrest Baptist Academy. Outside of finance, he produces content for an entertainment company focused on Indian movies. 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 planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

John Tillotson is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a board member for the St. Paul Friend of Youth Foundation. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Andre Marshall is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a deacon and board member at Zion Baptist Church, where he participates in financial oversight and community fundraising. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. It serves individual, corporate, charitable, and institutional clients with offerings such as portfolio management, financial planning, and access to third-party money managers across various program structures.

Erik Endersbe is a CFP®-credentialed financial advisor with 11 years of industry experience, currently with OSAIC since 2023. Prior to joining OSAIC, he worked at SagePoint Financial for nine years. He is involved in operational leadership through his role as Secretary of EKE Marketing, LLC, a partnership organization for advisors. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides a range of advisory services and investment solutions, utilizing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Geneva Bowden is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, non-discretionary recommendations delivered through a centralized consulting team.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Kamini Dasrath is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a five-year tenure at Wells Fargo Advisors LLC and over 30 years at Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment 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.

Andrew Wright is a Wealth Management Advisor and partner within the BWA Wealth Management Group at Merrill Lynch Wealth Management. Since 2002, he has been working with clients to develop comprehensive financial plans that are tailored to their unique goals and objectives. His approach involves creating diversified investment strategies and regularly evaluating portfolio managers to ensure effectiveness. Andrew's expertise encompasses corporate executive services, employee benefits planning, executive compensation, family wealth management, retirement income planning, and socially responsible investing among other areas. Andrew holds a bachelor's degree in business management from the University of Colorado-Boulder and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He places importance on frequent and proactive communication with clients to maintain successful, customized financial service relationships. Residing in Shakopee, Minnesota, Andrew lives with his wife, Jessica, and their two children, Mason and Vivian. He is involved in his community as a Finance Board Member at Shakopee Area Catholic Schools and has been active with the SACS Dads organization as a former board member. In addition, he participates in school activities including Junior Achievement. Andrew's personal interests include fishing, golfing, ice hockey, music, photography, running, soccer, and spending time with his family.

Ryan Juliot is a financial advisor with Fidelity Investments in Minnetonka, MN, holding Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo, Luminate Home Loans, Royal Credit Union, and Lake Area Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves in advisory roles for multiple registered investment companies and utilizes AI-supported methodologies in its research and portfolio management.

Cassandra Keller is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing. She previously worked at RBC Capital Markets, LLC for seven years and has held multiple roles within Wells Fargo entities since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jeffrey Bemel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. Bemel also operates a separate business under the name Falcon Financial LLC. 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, offering both advisory and brokerage/insurance channels tailored through a client intake process that assesses goals, risk tolerance, and time horizon.

Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and eight years of experience in the industry. She has been with Edward Jones since 2018 and previously worked at Allina Health for six years. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds.

Bradlee Sorenson is a CFP® with 37 years of industry experience, currently serving at Ameriprise in Golden Valley, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with West Metro Advisors LLC, which leases office space. 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 retirement-income planning advice based on detailed analysis of income sources and tax-aware withdrawal strategies.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.