Thomas Lavin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Riversource Distributors, Inc. for five years and spent time as a full-time student for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, asset allocation analysis, and criteria requiring minimum investable assets, operating within an investment universe influenced by its affiliated product ecosystem.

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

David Brown is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Raymond James Financial Services Advisors Inc. since 2014. Outside of his advisory role, he is involved with K L Brown & Associates, where he manages client reporting, services, and online workflow. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains distinctive municipal advisory capabilities and customized retirement plan consulting.

Blake Wehling is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Wealth Enhancement Group, and entrepreneurial experience operating Blake's Discount Furniture LLC. 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 uses research-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.

Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stacy Eng is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Merrill since 2016. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Loren Beaudette is a financial advisor at Equitable Advisors in Minneapolis, MN, with three years of industry experience. He holds the Series 66 designation. Prior to his current role, he was involved in the restaurant industry, including ownership experience with 4 Sisters Wine Bar and Tapas Restaurant. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Craig Lundquist is a financial advisor at LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has held roles at firms including Ideal Credit Union and CUNA Brokerage Services, and also serves as a financial advisor at Ideal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management programs along with institutional platforms.

Max Murphy is a financial advisor with LPL Financial in Woodbury, MN. He holds Series 63 and Series 65 designations and joined the industry in 2025. Prior to his advisory role, his background includes service with AmeriCorps and involvement with several nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 credential and one year of industry experience. Prior to joining RBC, he worked at LPL Enterprise LLC and has been involved with the non-profit Black, Educated, Successful, Thriving, a young male enrichment program based in Minneapolis. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various advisory programs. The firm combines in-house and third-party investment managers and provides integrated capital markets and alternative investment capabilities.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Matthew Valen is a Series 63-licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 34 years of industry experience. He has been with Primerica Advisors since 1992 and maintains several business interests, including construction through Matt Valen Construction and acoustic-related ventures such as Kirk Acoustics and Jannings Acoustics. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies and discretionary management supported by third-party asset managers and custodians.

Jamie Kuno is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of his advisory role, he is involved in managing a rental property. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, point-in-time recommendations in collaboration with its financial advisors.

Mason Mc Hugh is a financial advisor with Ameriprise Financial Services LLC in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Rev Delivery, Royal Bank of Canada, and several positions outside finance including at Ben & Jerry's and Benilde-St. Margaret's. 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 tailored retirement income planning advice through a structured Recommendation Report and ongoing guidance.

Adam Egan is a financial advisor with Ameriprise in New Hope, MN, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Rinkenberger is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jenny Rasmussen is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Ameriprise in Dayton, MN. She has worked with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lee Maciej is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he supports strategic vision and operational management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Patrick Furnstahl is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Furnstahl has worked at Wells Fargo Clearing since 2020 and was previously with Wells Fargo Investments, LLC for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Charmin Erickson is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Her background includes roles at Thrivent Financial and Modere, as well as over a decade in education and two decades in direct sales with Mary Kay. Outside of advisory work, she is a partner in a payment processing business and a sales consultant for network marketing household products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations across retirement, tax, estate, and other planning areas without discretionary trading authority.