Travis Rothstein is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank, U.S. Bancorp Investments, and Northwestern Mutual. Rothstein is based in Woodbury, MN. Ameriprise offers a retirement-income planning service primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jack Levin is a financial advisor at Ameriprise with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Target Corporation, The Fowler Museum at UCLA, and involvement in political and recreational organizations. Outside of finance, he has engaged in dog sitting and sports-related activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm delivers a range of advisory, brokerage, and insurance solutions supported by algorithmic automation and oversight from a dedicated retirement-income consulting team.

Walter Chapman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with RBC Capital Markets since 1998. Chapman serves on the board of the Alzheimer's Association Minnesota and North Dakota Chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and corporations, offering customized advisory programs with discretionary and non-discretionary portfolio management and financial planning services.

Ann Adams Lilke is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 broader set of financial product offerings than typical for large institutional advisers.

Jingjing Feng is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with 10 years of industry experience. She has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing proprietary research and algorithmic tools.

Melissa Carlson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at ProAg and the Securities and Exchange Commission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses covering a broad range of planning topics without discretionary trading authority.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Miriam Williams is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Mass Mutual Investors Services and previously worked at Northwestern Mutual and Erpelding Wealth Management. Mass Mutual Investors Services, a subsidiary of MassMutual, offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses a collaborative, software-supported approach to develop annual financial plans and provides specialized event-driven planning programs.

Terry Schaff is a financial advisor with Equitable Advisors in Minneapolis, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked in sports-related roles including at Baseball Factory and Champs Sports. He serves as a board member and basketball coach for the Laker Athletic Booster Club associated with Prior Lake High School, where he coordinates volunteers and basketball tournaments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, insurance distribution, and access to third-party asset management programs through a dual-registered broker-dealer and SEC-registered investment adviser model.

Ryan Hemmingsen is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds a Series 66 designation and has been associated with Wells Fargo in various capacities since 2007. 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.

Shawn Finn is a CFP® with 21 years of experience in financial advising, currently working at RBC Capital Markets since 2018. He has prior experience at Financial Planning Solutions LLC and Ameriprise Financial Services, Inc. Finn has authored a book on financial decision making for high school graduates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment programs that integrate discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Katheryn Powell Larson is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and two years of industry experience. She previously worked at BMO for nine years and at US Bank for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and various management approaches.

David Kloster is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and written recommendations across various financial topics. The firm’s planning services are separate from managed-account programs and do not include discretionary trading authority.

Aaron Raskin is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2020, he worked at Grant Thornton LLP from 2018 to 2020 and completed full-time education from 2010 to 2018. He serves on the board of Jewfolk, Inc., a nonprofit focused on promoting Jewish activities and organizations in Minneapolis, where he assists with budgeting and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Lisa Byrne is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services, City National Bank, and RBC Capital Markets. Outside of her advisory work, Byrne is involved in community activities including founding divorce workshops and serving on the boards of a women’s empowerment organization and an animal rescue. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolio management and financial planning services. The firm utilizes a range of in-house and third-party investment managers and offers tailored strategies based on clients’ risk profiles.

Sailaja Nambury is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo entities since 1999, including Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach 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.

Thomas Vaudreuil is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1988 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is the proprietor and sole owner of a private family vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform of capital markets and banking solutions.

Gregory Peterson is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He is also involved in a trust-related business activity outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Nicholas Olson is a financial advisor with RBC Capital Markets in Shoreview, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Guaranteed Rate, State Farm, Northwestern Mutual, and the University of Wisconsin River Falls. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutional entities, offering various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Theodore Zawadski is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he engages in retail sales by selling items online on platforms such as eBay. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.