Gerald Asplund Jr. is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. He has been with LPL Financial since 2012. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with a variety of investment strategies and technology tools.

David Keller is a Series 63 licensed financial advisor with Mass Mutual Investors Services in Minneapolis, MN, where he has worked since 1995. He has 31 years of industry experience, all spent at MassMutual and its affiliated firms. Outside of his advisory role, Keller is involved in managing his own real estate ventures through Keller 1, LLC and Keller Management Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using collaborative, goal-oriented planning processes.

Damian Nold is a financial advisor with Ameriprise in Chanhassen, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brenda Vaughn is a financial advisor with Ameriprise Financial Services, holding CFP® and Series 66 credentials and bringing 37 years of industry experience. She has worked with Ameriprise since 2005, including roles at both Ameriprise Financial Services, Inc. and American Enterprise Investment Services, Inc. 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 written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tiphanie Means is a financial advisor with Ameriprise in Ham Lake, MN, holding a Series 63 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary retirement advice through a centralized consulting team.

Megan Butterfield is a Series 66 licensed financial advisor at Wells Fargo Advisors in Wayzata, MN, with eight years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously at Merrill from 2016 to 2018, as well as at Ann Taylor Inc from 2013 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing various financial needs, including retirement, education, risk, and niche services like business-owner transition and divorce planning, supported by Wells Fargo’s research and tools.

Jason Moehring is a CFP® professional with 33 years of experience, currently serving at Thrivent Investment Management in Blaine, MN. He has been with Thrivent Financial for Lutherans and its affiliate since 2002. Outside of his advisory role, he participates in his church finance committee and will serve as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers these services through a network of financial advisors and allows clients to integrate planning with managed accounts under a consolidated billing arrangement.

Michael Schall is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Thomas Pink is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing for 15 years. Outside of his advisory work, he serves as Treasurer for the Discover Crossing Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Jason Hudgens is a financial advisor with J.P. Morgan Securities in Minnetonka, MN, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior experience includes roles at Merrill, Bank of America, and The Prudential Insurance Company of America. Outside of his advisory work, he owns a vending machine business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Jaiden Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jaiden worked at Wells Fargo Bank and has been involved with Jet's Pizza since 2014, where he contributes by preparing food and managing store operations on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ross Frederickson is a financial advisor at Ameriprise in Eagan, MN, with 28 years of industry experience. He has been with Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. for 20 years. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Mark Brenna is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Heather O'connor is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill in 2012. Heather's professional focus includes college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Heather grew up on a working dairy and crop farm in Braham, Minnesota. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice along with a Certificate of Forensic Science from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Heather and her husband Patrick currently reside in Shoreview. She is a current member and former board member of Giving WoMN, a group that promotes women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with her family, and traveling.

Garrett Freitag is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2017, following a 12-year tenure at National Planning Corporation. Outside of his advisory role, he serves as a health care agent for his spouse. 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 and access to various investment programs, supported by a large network of investment adviser representatives.

Derek Ready is a financial advisor with OSAIC based in Maple Grove, MN, holding a Series 63 designation and 18 years of industry experience. Prior to joining OSAIC in 2024, he worked for Securities America Advisors and Ameriprise. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisory firm. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Justin Costley is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 23 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Investments and U.S. Bancorp Investments. Outside of his advisory role, he coaches youth and high school softball in the Lakeville area. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Pinkerton is a financial advisor at Ameriprise with Series 66 and Series 63 designations and 39 years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Securities, and has been with Ameriprise since 2026 and earlier from 2005 to 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Scott Brunscheen is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill, he held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Brunscheen is also active as a contracted musician with multiple performing arts organizations including Haymarket Opera and the Schubert Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.