Anthony Williams is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has been with Ameriprise Financial Services since 2017. Prior to that, he spent time at Saint Mary’s University of Minnesota. Ameriprise Financial Services is a large 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Lori Joyce Driscoll is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she owns and manages a short-term rental property with a separate entrance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm combines advanced modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Thomas Parker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial and PFK Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Kathleen Mckee is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2016. She 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, retirement plan consulting, and wrap-fee programs. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Christianna La Course is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with UBS since 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and banking solutions.

Jonathan Copeland is a financial advisor at Thrivent Investment Management with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Principal Securities, Securian Financial Services, and Cetera prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics. The firm separates its planning services from managed accounts and typically conducts annual reviews of recommendations.

Thomas Park is a financial advisor with OSAIC based in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 36 years of industry experience, including 21 years at Woodbury Financial prior to joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated capital markets capabilities.

Melissa Stone is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Morgan Stanley. 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Mulchrone is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to client risk profiles and utilizing a range of in-house and third-party investment managers.

Dale Carlson is a financial advisor with LPL Financial in White Bear Lake, MN, holding a Series 63 designation and 32 years of industry experience. He has worked with LPL Financial since 2017 and previously spent time at Investment Centers of America, Inc. and Lake Area Bank. Carlson is also involved in insurance agency activities related to life, disability, and long-term care coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Bradley Timmons is a financial advisor at OSAIC with 26 years of industry experience. He previously worked at Woodbury Financial Services for 15 years and has served as an ice hockey referee and coach since 2009. Outside of his advisory role, he is involved in youth hockey development as the owner and lead instructor of Minnesota Mosquitoes AAA Hockey. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios with options for discretionary or non-discretionary management.

Awilda Diaz is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Royal Alliance Associates, Inc for 16 years before joining Financial Dimensions Group where she also serves part-time as an RA-Delegate. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, managed on either a discretionary or non-discretionary basis.

Lynn Bergman is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining RBC in 2016, she worked at Ameriprise Financial Services from 2013 to 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Todd Myers is a financial advisor with Primerica Advisors in Chanhassen, MN, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at Primerica Financial Services since 2003, Kensington International from 2014 to 2019, and ACCRA Home Care beginning in 2024. Outside of financial advising, he is the owner and sole proprietor of Midwest Talent Advisors LLC, an HR consulting business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and select separately managed account options primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers for its investment models.

Michael Kuenster is a CFP® professional with 32 years of industry experience, currently advising at Wells Fargo Clearing since 2016. He previously worked with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. 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.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 65 and Series 63 licenses and 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc for 13 years and OSAIC for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Christopher Burque is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Minneapolis, Minnesota. He joined Merrill Lynch in 1998 and has since developed significant expertise in working with senior executives, assisting them with employee stock options, restricted stock, and managing concentrated stock positions through sophisticated hedging strategies. As a qualified Portfolio Manager, Christopher provides traditional advice and guidance, while also managing personalized or defined investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation following coursework through The Wharton School, University of Pennsylvania. He earned degrees in Finance, Investment Banking, Management, and Human Resources from the University of Wisconsin-Madison, where he was a member of the Golden Key National Honor Society. He is an active member of the Investments & Wealth Institute™ and contributed to the development of updated questions for the CIMA® examination. In addition to his advisory role, Christopher has held leadership positions within Merrill, including Associate Director of the Twin Cities Metro Complex and coaching roles for financial advisors and management staff. He has served on the boards of the YMCA of Dane County and held positions with United Way in Dane County and the Twin Cities. Christopher resides in Minnetonka with his wife Jill and their two children. His personal interests include boating, football, golfing, ice hockey, skiing, and spending time with his family.