Michelle Farrell is a financial advisor at Ameriprise with 39 years of industry experience. She has held roles at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized recommendation reports, supported by a centralized consulting team and algorithmic tools.

Dylan Thomas is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and four years of industry experience. He has worked with UBS Financial Services in various roles since 2012. Outside of his advisory work, Thomas is a co-owner and instructor at HTP Sports Academy, a baseball and softball training facility for youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management using proprietary research and model-based approaches.

Jessica Garcia is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Securian Financial Services, Inc. and Fortune Financial. Jessica is also employed at Fortune Financial as an assistant. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Taylor Ploss is a CFP®-credentialed financial advisor with nine years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Fortune Financial and Securian Financial Services. Ploss serves as treasurer for the Beta Delta Chapter of the Sigma Pi Fraternity at the University of Kansas. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform that offers a range of customizable investment solutions and manages over $256 billion in assets.

Jeffrey Timonen is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 12 years before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Hiroshi Asato is a CFP®-credentialed financial advisor with Raymond James Financial, based in Bloomington, MN, and has seven years of industry experience. Prior to joining Raymond James, he worked at Takeda Pharmaceuticals and serves in the US Navy Reserve. Outside of his advisory role, he is Vice President of McNellis & Asato, Ltd., a support company where he focuses on wealth advising and mergers and acquisitions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Jonathan Mouavangsou is a financial advisor with Charles Schwab in Edina, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Mayo Clinic, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to affiliated discretionary SMA portfolios. The firm’s integrated model includes brokerage, custody, and advisory services delivered at scale to a broad client base.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.

Joseph Byron is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at TIAA and Tiaa from 2022 to 2025. Outside of his advisory role, he owns and operates a hops farming business, growing and selling hops to microbreweries in Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Fritton is a financial advisor with Ameriprise Financial Services, LLC in Edina, MN. She holds a Series 66 designation and has been with Ameriprise since 2023. Prior to this, she worked at Bell Bank Mortgage and held roles at Robert Half Talent Solutions, Hamline University, and Rochester Public Library. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

David Weingartner is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 66 credential and has been with RBC Capital Markets since 2001, also serving at City National Bank since 2016. Outside of his advisory role, he participates in community service as a member of the Washburn High School Site Council and serves on the Board of Directors and as Treasurer for the Reading League of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, custody, and brokerage services to a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party resources with options for tax management and responsible investing.

James Horan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has minor ownership interests in oil and mineral rights holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Michael Atherton is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC in Edina, MN. He has been with Ameriprise since 2009, including roles at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. His credentials include Series 63 and Series 66 licenses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, which focuses on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Andrew Lapham is a financial advisor with Equitable Advisors in Minneapolis, MN. He holds a Series 66 designation and has been with the firm since 2025. His prior experience includes roles outside the financial industry, such as positions at Bonita National Golf & Country Club and Metropolitan State University College of Management. 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, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Heather Berscheit is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes 15 years at Wells Fargo Bank, N.A. and Wells Fargo Securities, LLC. 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 tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Thomas Manderfeld is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009 and was previously associated with Jaros & Associates. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team while offering a broad range of advisory, brokerage, and insurance solutions.

Patrick Olson is a CFP® professional affiliated with Cetera, with 19 years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services, Inc. for a decade and currently owns DAP Advisory, focusing on expense management and cash flow control. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Dwayne Dean is a financial advisor with Charles Schwab holding a Series 66 designation and 24 years of industry experience. He has worked with Charles Schwab and its affiliates since 2011, including TDAmeritrade prior to its integration with Schwab. Dean serves as a volunteer signer on a corporate account for a nonprofit Christian camp, where he assists with the occasional sale of donated securities. Charles Schwab & Co., Inc. provides wealth management services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

John Ryan is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and Acumen Financial Advisors, LLC for 31 years. Ryan is also the owner of Ryan Financial Consulting, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with a wide range of investment options.