Everett Bakke is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 66 designations and 25 years of industry experience. He previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. from 2009 to 2020. Outside of his advisory role, he is involved with BDLR Group, Inc. and serves as a registered team member with the AFA. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Peter Schnobrich is a financial advisor at Cetera with four years of industry experience. He previously served in the United States Air Force for 21 years and worked at American Heritage Bank before joining Cetera in 2022. Schnobrich also serves as the treasurer for the Providence Academy Parent Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to multiple program structures and custodial relationships.

Vitali Kan is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Prior to that, he had roles at several financial services firms and was briefly involved with Classic Gymnastics. Kan also contributes as a paraplanner to support his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides tailored, non-discretionary recommendations focused on dependable income sources and tax-aware withdrawal strategies, with advice supported by internal research and third-party data.

Nicholas Devasia is a financial advisor with Ameriprise in Edina, MN, holding Series 65 and Series 63 designations and four years of industry experience. He previously worked at Equitable Advisors and has a background that includes roles in education and sports organizations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michael Munger is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving high-net-worth individuals and families. He joined Merrill Lynch in 2019 and collaborates as part of the Norman Munger Wealth Management Team, working alongside Katherine Norman and Tracy Manson to provide comprehensive financial strategies. Their approach emphasizes long-term planning tailored to clients' financial, philanthropic, and legacy goals, with a disciplined investment process and meticulous risk management. Prior to joining Merrill Lynch, Michael began his career at Deloitte in Minneapolis, specializing in tax strategies for families, trusts, and private businesses. Although he does not provide tax advice in his current role, his background as a former CPA from a Big 4 firm contributes to his proficiency in portfolio strategy, stock option planning, retirement and estate planning, and insurance analysis. He holds a Bachelor's degree and a Master's degree in Accounting from the University of St. Thomas. Outside of his professional work, Michael is active in the Minneapolis/St. Paul community as a volunteer with Special Olympics and Junior Achievement. He is also involved in sports as an official for high school athletics through the Suburban Officials Association. His personal interests include boating, cooking, fishing, football, golfing, refereeing, skiing, soccer, spending time with his family, and table tennis.

Philipp Wagener is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Wells Fargo entities since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, risk management, and specialized planning needs.

Whitney Blasko is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Wayzata, MN. She joined the Merrill office in 2010 after beginning her career in wealth management in New York City during college. Whitney has over 15 years of experience helping clients with a holistic approach to investing and wealth management, considering the many factors that impact a client's financial future. She specializes in areas including college education planning, executive compensation, family wealth management strategies, socially responsible and values-based investing, and support for women and LGBT wealth planning. Whitney holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from Columbia University with a concentration in economics within Latin American studies. Whitney is also a member of the Columbia Alumni Club of Minnesota and the Wayzata Chamber of Commerce. In addition to her professional work, Whitney is actively involved in community organizations such as Hammer Residences, Interfaith Outreach, and the Junior League of Minneapolis. She and her husband Greg live in the Wayzata area and enjoy participating in outdoor activities including wake surfing, various styles of biking, skiing, and she is working on rediscovering her interest in golf.

Richard Faatz is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Cetera, and MidCountry Bank. He serves on the finance committee of the Church of the Open Door, assisting with fundraising efforts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dara Day is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Throughout their career, Dara has worked with firms including Davenport & Company LLC and Cardea Capital Advisors, LLC. Dara is also involved in operations at Advisornet Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Alex Hoffman is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 credential and previously worked at Thrivent Financial and Aerotek. Outside of his advisory role, he independently produces music and distributes it through major streaming platforms. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers in its services.

David Bergman is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Grove Point Advisors, LLC, and Strategic Financial Concepts. Outside of his advisory role, he is involved with Lucky Shots Pickleball Club in Minneapolis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Cheryl Larsen is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise Financial Services LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

Cooper Lukenda is a Series 66-licensed financial advisor with Morgan Stanley, based in Wayzata, MN, and has three years of industry experience. He has been with Morgan Stanley since 2022 and previously worked at Solifi and St. Olaf College, where he also serves as an assistant men's golf coach. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including programs informed by its Global Investment Committee’s analyses.

Andrew Hicks is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 license. He has professional experience from roles at Caliber Accounting & Tax, LLP and North Coop, LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer-based agreements.

Corryn Lyons is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Lyons worked in roles at Lane Bryant and several charter schools over an eight-year period. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and algorithmic tools, with recommendations delivered through a non-discretionary service tailored to clients meeting specific asset criteria.

Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.

Jason White is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns a business called JW and Assoc., which involves staff payroll and expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Peter Haagenson is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior work includes roles at VMware and Blue Medora. Haagenson holds positions at multiple financial advisory entities, working with clients on investments, estate planning, and financial needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Charles Frieler is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Riversource Distributors, Inc. Frieler also manages an advisory business through OKL, LLC as an insurance specialist. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.