Gregory Sparber is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 30 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. Outside of his advisory role, he serves as a trustee for family and personal trusts, a fiduciary role unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, including a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Sean Mc Teague is a financial advisor with Cetera, holding the CFP® designation and over 26 years of industry experience. He has worked extensively with Securian Financial Services and Minnesota Life Insurance Company, among other firms. In addition to his advisory role, he is involved with North Star Resource Group, providing financial services and fixed insurance options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that allows advisors to implement various investment strategies under discretionary and non-discretionary authorities.

Anna Scherschligt is a financial advisor at Ameriprise in Minneapolis, MN, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Outside of advising, she is involved as an agent in direct sales of cleaning products through Norwex. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Peter Gennrich is a financial advisor with Ameriprise in Saint Paul, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2010. He serves on the board of directors for Summit Academy OIC, a nonprofit organization. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Peter Arneson is a Series 66-licensed financial advisor at Edward Jones in St. Paul, MN, with two years of industry experience. Prior to joining Edward Jones, he worked at the Institute of Chinese Studies and was involved with various nonprofit organizations focused on community support and cultural initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and nondiscretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Mary Idzik is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Dongell is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and previously worked at Kopka Pinkus Dolin PC and Boehl Stopher & Graves. Outside of his advisory role, he serves on the boards of FIRST ALLIANCE CHURCH and Isaiah House, a Christian addiction-recovery treatment organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority or institutional portfolio management.

Kaosheng Messerly is a financial advisor with OSAIC, holding a Series 66 designation and having two years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc and has a background that includes roles with Dakota County and Ramsey County. Outside of his advisory work, he is also a licensed real estate agent assisting clients with residential home transactions. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party money managers and managed accounts. The firm operates through a large network of affiliated advisers and employs multiple investment platforms and third-party solutions.

Emily Leighton is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic tools to support its advisory process.

Eli Mostaert is a Series 66 licensed advisor with Ameriprise in Minneapolis, MN. He has been with Ameriprise since 2026 and has held prior roles outside finance, including a position with the Jacksonville Jaguars NFL and work at Coca-Cola Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service featuring written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joshua Campbell is a financial advisor with Edward Jones in Lakeland, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as an ambassador at Afton Alps/Vail Resorts, where he electronically scans lift tickets and season passes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Jamia Erickson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016. Outside of advising, Erickson provides modeling services and participates in a community steering committee focused on health education within the African-American community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm integrates planning with managed accounts under its WealthPlan option, while maintaining separate planning and investment management services.

William Ferguson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ferguson serves as Executive Treasurer and board member of the Imperial Court of Minnesota. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he served in the United States Air Force and retired as a service member in 2025. 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 supported by research and analytics from Wells Fargo Investment Institute.

Amanda Morris is a Series 66-licensed financial advisor with Merrill in Minneapolis, MN, with two years of industry experience. Prior to joining Merrill, she worked at DS Erickson & Associates PLLC and has held various roles outside the financial industry, including positions at American Legion Post 620 and Vannelli's at the Post. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Defiel is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. He is a board member of a condominium association, where he participates in maintenance and repair decisions. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, investment planning, and access to multiple advisory platforms and third-party managers.

Brady Solheid is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation. He has one year of experience at Ameriprise and previously worked in roles outside the financial advisory industry, including education and hospitality. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Salamzadeh is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked previously at North Star Resource Group and in tech sales roles. Outside of advisory work, he is also licensed as an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Larry Smith is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Smith has been with Wells Fargo Bank and its affiliates since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Cole Backstrom is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Cetera Wealth Services, LLC since 2013 and serves as a financial professional managing the Novation Wealth Management team at Novation Credit Union. Additionally, he is involved in fixed insurance sales and participates in residential real estate analysis through a separate venture. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, with a multi-manager platform that incorporates both affiliated and third-party managers and supports a range of account structures and investment programs.