Jeremy Schottroff is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and American Enterprise Investment Services Inc. since 2014. Outside of advising, he owns Indoor Fins, a retail business specializing in fish and aquatic pet gear, and serves as a trustee managing a family trust. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Thomas Eich is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He has worked at RBC Capital Markets since 2018 and has experience with multiple investment services firms throughout his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Michael Schmidt is a Series 66-licensed financial advisor with Edward Jones in New Brighton, MN, where he has worked since 2022. He has two years of industry experience, previously working at Cantel Medical and US Bank. Outside of his advisory role, Schmidt is involved in choral activities, serving as a bass section leader at Hennepin Avenue United Methodist Church and as an ensemble singer with VocalEssence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and strategies. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices across the United States.

Thomas Crandall is a CFP® and CFA® charterholder with nine years of experience in financial advising. He has been with Ameriprise since 2016 in Minneapolis, MN. Outside his advisory role, he is pursuing a Ph.D. at Kansas State University and is active as an author and presenter in academic research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning using proprietary research, algorithmic tools, and tax-aware withdrawal strategies.

Virgil Brenny is a financial advisor at OSAIC with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services Inc. and National Planning Corporation. Brenny also operates ST CROIX WEALTH MANAGEMENT, an LLC providing securities services. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a wide range of advisory and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Kelly Miller is a CFA® charterholder with 13 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Minneapolis, MN. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when selecting investment options.

Brady Buckentine is a financial advisor with Ameriprise in Golden Valley, MN. He holds a Series 66 designation and has experience working at Deloitte from 2020 to 2025. His tenure at Ameriprise began in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with a focus on clients meeting certain asset thresholds and working within a defined investment product ecosystem.

Daniel Babbitt is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Lucas Schaefer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Jpmorgan Chase Bank, Regal Creek Wealth Management, and Best Buy. Outside of finance, he has been involved with Leroy's Tavern. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Adam Belpedio is a financial advisor with Ameriprise in Andover, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service team to deliver tailored, algorithm-assisted recommendations primarily for assets held in Ameriprise managed accounts.

Taylor Mcleod is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Punch & Associates. Outside of advising, he is involved in creative design for a social media Instagram account called alltheragempls. RBC Wealth Management serves a diverse client base, including individuals, institutions, pension plans, corporations, and charities, offering a range of advisory programs with personalized portfolio management and financial planning services. The firm integrates a variety of investment managers and strategies, including responsible-investing options, supported by RBC’s capital markets and affiliated asset management capabilities.

Mary Johnston is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Natalie Lebaron is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ Advisory Risk Profiles and implemented through a combination of in-house and third-party investment managers.

Aviral Chauhan is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 designations and one year of industry experience. He previously worked at J.P. Morgan Securities and Northwestern Mutual. Chauhan is involved with the Lakeville Soccer Club outside of his advisory role. 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 both brokerage and advisory solutions.

Aaron Felix is a financial advisor at Ameriprise in Minneapolis, MN, with seven years of industry experience. He holds a Series 66 designation and previously worked for RBC Capital Markets, LLC for 12 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written retirement recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Heidi Hillman is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Andrew Becker is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Becker is an owner of farmland rental property in Fairmont, Minnesota. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver these services, emphasizing managed accounts and algorithmic support for retirement planning.

Randolph Wilson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at At Home Living, Allianz, and Walmart. Outside of his advisory work, he engages in reselling clothes online as a weekend hobby. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.