Geneva Bowden is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, non-discretionary recommendations delivered through a centralized consulting team.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Kamini Dasrath is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank NA since 1996, joining Wells Fargo Clearing in 2016. 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 roughly $671 billion in assets across more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Andrew Wright is a Wealth Management Advisor and partner within the BWA Wealth Management Group at Merrill Lynch Wealth Management. Since 2002, he has been working with clients to develop comprehensive financial plans that are tailored to their unique goals and objectives. His approach involves creating diversified investment strategies and regularly evaluating portfolio managers to ensure effectiveness. Andrew's expertise encompasses corporate executive services, employee benefits planning, executive compensation, family wealth management, retirement income planning, and socially responsible investing among other areas. Andrew holds a bachelor's degree in business management from the University of Colorado-Boulder and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He places importance on frequent and proactive communication with clients to maintain successful, customized financial service relationships. Residing in Shakopee, Minnesota, Andrew lives with his wife, Jessica, and their two children, Mason and Vivian. He is involved in his community as a Finance Board Member at Shakopee Area Catholic Schools and has been active with the SACS Dads organization as a former board member. In addition, he participates in school activities including Junior Achievement. Andrew's personal interests include fishing, golfing, ice hockey, music, photography, running, soccer, and spending time with his family.

Ryan Juliot is a financial advisor at Fidelity with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at Wells Fargo, Luminate Home Loans, Royal Credit Union, and Lake Area Bank. He works at Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including registered investment companies and fund-of-funds.

Cassandra Keller is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has previously worked at RBC Capital Markets, LLC for seven years and had an earlier tenure at Wells Fargo Clearing. 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 from Wells Fargo Investment Institute and third-party sources.

Blaise Bitz is a financial advisor at Raymond James Financial in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at American National Bank, First Western Bank & Trust, and J&P Livestock. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored non-discretionary consulting.

Jeffrey Bemel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory work, he operates Falcon Financial LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Bradlee Sorenson is a CFP® with 37 years of industry experience, currently serving at Ameriprise in Golden Valley, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved with West Metro Advisors LLC, which leases office space. 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 retirement-income planning advice based on detailed analysis of income sources and tax-aware withdrawal strategies.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

David Wenthold is a financial advisor at LPL Enterprise with Series 65 and Series 63 licenses and five years of industry experience. He has held positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Equitable Advisors. Outside of his advisory role, he serves as Vice President of the Park Meadows Home Owners Association and is active in philanthropic fundraising as President of SACS Dads, a nonprofit supporting the Shakopee Area Catholic School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and other financial services.

Elizabeth Clendenin is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated firms since 2010, including a current tenure at Wells Fargo Clearing beginning in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a comprehensive range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering a broad menu of advisory solutions across various specialized planning areas.

Eliot Searls is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Cetera Wealth Services, North Star Resource Group, Equitable Advisors, and American Enterprise Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning, incorporating asset allocation, tax-aware withdrawal strategies, and Social Security options.

Joseph Dombro is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including The Capital Advisory Group Advisory Services, LLC and United Planners Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Julie Perrella is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and bringing 12 years of industry experience. She has been with RBC Capital Markets since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Andrew Guise is a Series 66 licensed financial advisor with UBS Financial Services in Bloomington, MN. He has 11 years of industry experience and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Gregory Rieland is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of a recreation-related business in Rogers, Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Donald Adams Jr. is a CFP® professional with 37 years of industry experience. He has worked at UBS Financial Services since 2016 and previously spent 12 years at Merrill. Based in Wayzata, MN, Adams holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management.