Sean Lawson is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise since 2015 and holds the Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors like Lawson.

Luke Holmen is a financial advisor at Ameriprise with two years of industry experience. Prior to joining Ameriprise, he worked at Passport Health and held positions at Grand Canyon University, Burl Oaks Private Golf Course, and Mound Westonka High School. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written recommendations. The firm serves clients through a large institutional platform offering a broad range of advisory, brokerage, and insurance solutions.

Yu Jiang is a financial advisor at Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 designations with nine years of industry experience. His prior work history includes roles at Raymond James & Associates, Wells Fargo Clearing Services, and Morgan Kenwood Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Kosin is a financial advisor at Ameriprise in Minneapolis, MN, holding the Series 66 designation with two years of industry experience. Prior to joining Ameriprise, he worked in various roles including at The Copper Hen and Bentley University. 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 ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Douglas Bruce is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment committee for the Northern Star Council, an educational organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with a range of portfolio management and wealth management offerings. The firm integrates institutional trading capabilities with comprehensive financial planning and investment solutions.

Ryan Willaert is a financial advisor with Ameriprise in Woodbury, MN, holding CFP® and Series 66 designations and totaling 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach integrates internal research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

David Murdock is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is involved in insurance sales and holds positions with related financial services businesses including The Servion Group and Mill City Investments. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary services, providing access to model portfolios, third-party managers, and custom strategies.

Paul Wethe is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Nikolou is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the board of directors for the Roseville Ice Arena, providing guidance to advance player development within the hockey association. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Bradley Kahley is a financial advisor at Cetera with 36 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He holds the Series 63 designation. Outside of his advisory work, he owns Bridge Investment Group, a financial and insurance services business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to various program structures and third-party managers.

Brian Domagalski is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and also works with the City of Savage. In addition to his advisory role, he sells loan products, home security and automation products, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Andrew Crenshaw is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2024 and was previously with American Enterprise Investment Services Inc. for nine years. Prior to his financial services career, he held positions at the University of Minnesota in Parking and Transportation and other roles from 2014 to 2017. Ameriprise Financial Services is a large institutional advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Matthew Dravis is a financial advisor at Ameriprise in Minneapolis, MN, with four years of industry experience. He holds Series 65 and Series 63 licenses and has previous work experience including roles at UPS and Rochester Golf and Country Club. Dravis also has a background in education, having worked at the University of Wisconsin-La Crosse and John Marshall High School. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

William Loman is a financial advisor at Ameriprise in Bloomington, MN, holding a Series 66 designation with two years of industry experience. He previously worked at Compass Group NA for six years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Perry is a financial advisor at Edward Jones with Series 66 credentials and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Cintas Corporation from 2003 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sean Kirk is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work history includes roles at Amazon and Scoopy Poo. Outside of advising, he works part-time as a personal shopper and delivery driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies with support from third-party asset managers and custodians, overseeing approximately $15.5 billion in assets through a large national network of advisors.

Charles Morgan is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets and Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in artistic and entrepreneurial activities, including conducting a local brass choir, baking and selling cupcakes from home, and performing in film, television, and theater productions. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Graf is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed, non-discretionary Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and expert oversight to deliver tailored retirement income strategies within a large institutional framework.

Taylor Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Royal Bank of Canada since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, utilizing a mix of in-house and third-party investment managers and providing a range of portfolio management, financial planning, custody, and brokerage services.

Kean Teng Chan is a financial advisor with Ameriprise in Eden Prairie, MN, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Ameriprise since 2019, following a four-year tenure at Fathom Advisors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.