Wolfgang Hilse is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously associated with Axa Advisors, LLC. Outside of his advisory role, he serves as a board member of the Gracelyn Group. 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, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Gregory Carr is a financial advisor with Ameriprise in Independence, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with American Enterprise Investment Services Inc since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic support to deliver these non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Berit Thiede is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Global Asset Management and RBC Capital Markets since 2011. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and features integrated capital markets and lending capabilities.

Jarrett Holley is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 63 and Series 65 credentials and has been in the industry since 2024. His prior experience includes roles at New York Life Insurance Company and as an independent financial professional. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority, and offers a consolidated approach combining planning with managed-account programs.

Jeremy Bullock is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 18 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 Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brenda Carlson is a financial advisor at Thrivent Investment Management with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Thrivent Financial and Thrivent Investment Management since 2015. 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 planning across a wide range of topics without discretionary portfolio management or institutional advisory services.

Dominique Jones is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, Jones worked at Target Corporation for two years and has a background in education from the University of Cincinnati and Westland High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and proprietary tools.

Laura Feintech is a financial advisor at Morgan Stanley in St. Paul, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley in 2021, she worked for the U.S. Department of State for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that incorporates structured discovery discussions and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Joel Mullins is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He joined RBC Capital Markets in 2017 after four years at Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing services such as portfolio management, financial planning, and custody.

Tammy Robbins is a financial advisor with Wells Fargo Clearing, holding CFP® and ChFC® designations and over 13 years of industry experience. She has been with Wells Fargo Bank since 2006 and with Wells Fargo Clearing Services since 2021. 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 grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and demographics, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Andrew Ibeh is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Thrivent, he has held roles at Edward Jones, JPMorgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory work, he has been involved with the Fellowship of Christian Athletes. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning that addresses a broad range of financial topics. The firm provides these planning services separately from portfolio management and allows clients to integrate planning with managed-account programs under a consolidated billing option.

William Nelson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. He has prior service in the United States Army Reserve spanning from 2015 to 2021 across multiple units. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and employs diversification and modern portfolio theory principles in its investment evaluations.

Chase Brakke is a financial advisor with Cetera, holding a Series 66 designation and bringing 17 years of industry experience. He has worked with Cetera since 2023 and has prior experience at Securian Financial Services and CRI Securities. Outside of advisory duties, he serves on the boards of BestPrep, supporting financial literacy and career development in Minnesota schools, and One Protection, which provides technology solutions for disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement portfolios from affiliated and unaffiliated managers, with a variety of program structures and investment options under discretionary and non-discretionary authorities.

Tony Mohawk is a Financial Consultant currently working with Fidelity Investments since 2023. He has more than 30 years of experience in the financial services industry, having previously held roles including Managing Director and Vice President at Fidelity Investments from 2006 to 2023, and Relationship Manager at The Vanguard Group between 1995 and 2006. Tony focuses on helping clients pursue their financial goals by identifying their objectives, risk tolerance, and evaluating appropriate options to create personalized financial plans. His extensive background in the industry equips him with the knowledge to collaborate effectively with clients in developing strategies that align with their financial aspirations. Outside of his professional commitments, Tony enjoys activities such as cooking and baking, golfing, hiking, visiting museums, engaging in outdoor adventures, and traveling.

Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Raymond Elderd III is a financial advisor with Equitable Advisors in Prior Lake, MN, holding a Series 66 credential and eight years of industry experience. His prior work includes roles at First Command Advisory Services, Inc., and Brocade Communications Inc., as well as a 34-year career in the US Army and Army Reserve. Outside of advising, he serves as president of a homeowners association and treasurer for the Minnesota Chapter of the Military Officers Association of America. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Keith Hinderman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jacob Shereck is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked in various roles at Wells Fargo and its affiliates since 2020. 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 a range of brokerage and advisory solutions supported by research and analytics.

Daunne Schaller is a financial advisor at Merrill with 31 years of industry experience. She holds the Series 63 designation and has been with Merrill since 1987. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nina Wills is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliate since 2015. Outside of her advisory work, she teaches yoga as a 500-hour Registered Yoga Teacher. Ameriprise serves clients primarily through a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with personalized, non-discretionary recommendations delivered by a centralized consulting team.