Kyle Hidlebaugh is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets, LLC since 2016. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles.

Ryan Kuehne is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entity since 2013. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Adam Patterson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he works part-time as a paraplanner for May Inc., assisting with trades, money movements, and client inquiries. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

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.

Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes positions at National Planning Corporation and Integrated Inc, where she has maintained involvement for more than three decades. In addition to her advisory work, she is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

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.

David Cooper is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, Ameriprise Financial Services, and Edward Jones. He also assists with client service activities as a paraplanner for Sandvold Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction guided by asset-allocation tools and risk assessments, supporting both discretionary and non-discretionary accounts.

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.

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 in Saint Paul, MN, holding 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. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jason Atwater is a CFP® professional with 13 years of industry experience, currently advising at Ameriprise in Minneapolis, MN. His prior roles include positions at ICMA-RC Services, LLC, Shoreline Financial Advisors, LLC, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service provides tailored written recommendations and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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, specializing in wealth management for individuals, families, and business owners. With a career that began in residential real estate development, Tiffany transitioned to wealth management in 2007 when she joined her father's practice, developing a long-term, relationship-driven advising approach. She focuses on helping clients build, preserve, and transition wealth through disciplined planning and clear communication. Tiffany holds a Bachelor's Degree from the University of Colorado System and holds the Personal Investment Advisor (PIA) designation. She partners closely with her clients to simplify complex financial decisions, providing strategic guidance aligned with their goals, emphasizing trust built over time. Her client base primarily grows through personal introductions, reflecting the trust placed in her as a financial resource. Outside of her professional work, Tiffany is active in her community through involvement with the Edina Football Association and Our Lady of Grace Catholic Church. She is also a mother and engages in coaching football, playing tennis, volunteering, and spending time outdoors with her dogs.