Robert Smith is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Young is a financial advisor with LPL Financial in Minneapolis, MN, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and related Wells Fargo entities, with over 15 years at that firm before joining LPL Financial and Old National Bank in 2026. 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 range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Aaron Ackerson is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Roseville, MN. 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, offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Andrew Wingerd is a CFP® professional with four years of industry experience, currently affiliated with LPL Financial. He has worked at several firms, including Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Wingerd has also been involved in woodworking and youth baseball organizations earlier in his career. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Zachary Cooper is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding the Series 66 designation with one year of industry experience. His prior work includes roles at Manitowoc Inc. and RKL LLP. 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 allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Amethyst Gefre is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Gefre worked at Ameriprise Financial Services and has been self-employed as the owner of Galena Concepts, LLC, an ecommerce business selling furniture, clothing, and accessories. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody, brokerage, and advisory support.

Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

John Hupp is a financial advisor with Morgan Stanley in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2012 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize firm-approved tools and modeling techniques.

Jeffery Birkeland is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 66 designations and possessing 28 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2010. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Morgan is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Raymond James Financial Services and Paul M. Bennett Ltd. Outside of his advisory work, he is an independent contractor hosting wedding receptions and dance events as a wedding DJ. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies, supported by algorithmic tools overseen by a Retirement Income Oversight Committee.

Douglas Baines is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. His background also includes a brief period at Delta Airlines. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Leland Gonzales is a financial advisor with RBC Capital Markets in Minneapolis, MN. He holds a Series 66 designation and has six years of industry experience, including prior roles at Ameriprise, Commonwealth Financial Network, and Allianz Life Financial Services. Outside of his advisory work, he is employed in hospitality roles at several local establishments, including a distillery and restaurants. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.

Edward Goodlund is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its related entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Hauser is a financial advisor with LPL Financial based in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Old National Bank and spent 15 years at Feltl and Company. Outside of advising, he is employed part-time at Francis A Gross Golf Course and serves as a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Mc Kinney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and 34 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, Mc Kinney serves as an independent contractor participating on FINRA arbitration boards. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Deborah Johnston is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 18 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management, offering a broad set of services including fee-based financial planning, portfolio management, and capital markets activities.

Andrew Vix is a financial advisor with OSAIC based in Woodbury, MN. He holds the CFP® designation and has 22 years of industry experience, including roles at Royal Alliance Associates and Signator Investors. He is also involved as a partial owner and COO of Advanced Financial Consultants and owns Vix Enterprises, an S Corp for tax purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and various managed account solutions.