Shane Horihan is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo in various capacities since 2006. Outside of his advisory role, he is the lead content writer for The Learned Manager LLC and is involved in grape growing through his ownership of Saoirse Vineyards LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and roughly $671 billion in assets under management.

Calvin Jackson is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at J.P. Morgan Securities LLC, U.S. Bank, and Wells Fargo entities. Outside of his advisory work, he owns Qualitino LLC, a business engaged in Amazon merchandise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Nicholas Olmedo is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Ameriprise, he was involved with several other businesses, including International Cigars and Minuteman Press. 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 through written recommendation reports and ongoing advice centered on dependable income sources and tax-aware withdrawal strategies.

Thor Nelson is a Series 66 licensed financial advisor with Ameriprise in Minneapolis, MN, bringing 20 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of advisory duties, he is a member of an investment real estate LLC and owns a rental unit managed by an outside company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Farley is a financial advisor with Cetera in Eagan, MN, holding a Series 66 designation. He has recent experience with Farley Financial Partners and Infor, and has been with Cetera since 2025. His background includes roles at educational institutions and retail prior to entering financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options and oversight, supporting over 10,000 advisors and managing more than $256 billion in assets.

Rebecca Bown is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment products and strategies, managing approximately $2.74 trillion in client assets.

Sor Her is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Sor Her worked at Bank of America and Merrill for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Daugherty is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendations and ongoing guidance focused on dependable income sources and tax-aware withdrawal strategies.

Tejwant Singh is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has held roles at Merrill, J.P. Morgan Chase, Principal Financial Group, and Bank of America. Singh holds Series 63, Series 65, and Series 66 licenses and is based in Minneapolis, MN. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jack Murphy is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with six years at RBC and a total of four years in the industry. His prior work experience includes roles at Aldi and the University of Wisconsin-Eau Claire. Outside of finance, he was involved with Exceed Hockey for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing both internal and third-party managers.

Michael Rutter is a CFP® with 19 years of industry experience currently with Cetera. He has held roles at firms including Securian Financial Services, Minnesota Life Insurance, and CRI Securities. In addition to his advisory work, he is a partner in Prospect Holdings LLC, which manages Anytime Fitness franchises, and is involved in ownership and financial management activities for that business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tyler Vogel is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he was involved with the University of Minnesota Student Union Association and has volunteered with the Roseville Area Youth Hockey Association. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with 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.

Daniel Tenney is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2017 and was previously with Scottrade from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Amy Stern is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with RBC Capital Markets since 2008. Stern serves as a board member on the Minnesota Security Board and is also on the board of directors for Camp Fire Minnesota, an organization that runs nature programs for youth. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with a range of portfolio management and financial planning services.

Eun Jung Lee Kim is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Bank NA, where she has been employed for over 25 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party sources.

Mark Owens is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation. He has worked at Thrivent Financial and Thrivent Investment Management since 2026 and previously spent ten years at Cedarville University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm integrates planning with managed-account options under a consolidated billing structure while maintaining separate service components.

Jason Tamminen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Beverly Howdeshell is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones for 13 years. Beverly is also the executor of a family trust related to her family farm in Jonesburg, Missouri. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without managing accounts directly. The firm’s holistic, goal-based analyses can be combined with managed-account programs under a consolidated billing option while keeping planning and portfolio management services distinct.

Eric Wenzel is a financial advisor with LPL Financial in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has previously worked with OSAIC and SagePoint Financial, and he has operated Wenzel Financial Services since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced research tools.

James Healy is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at Axa Advisors. Outside of his advisory role, he is involved as a sales associate with Realty Benefit Services and Dergalis Associates and is a member of Clarity Solutions Group LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.