Christopher Lebert is a financial advisor with Ameriprise in St Louis Park, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Drake University and the City of Fairmont. He is also involved in managing an advisory business through iAMg LLC and works with The Tax Collaborative on tax preparation. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 and tax-aware withdrawal strategies.

Mohammed Aljazi is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Wells Fargo Clearing since 2019 and has a longer tenure at Wells Fargo Bank, NA beginning in 2015. 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.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and having seven years of industry experience. He previously worked at Thrivent Financial for five years and has been with Cambridge since 2024. Outside of his advisory role, he is employed as an administrative staff member with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base that includes individual, institutional, pension, and charitable organizations by providing financial planning, ongoing investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies alongside access to unaffiliated third-party advisers.

Anita Adkisson is a financial advisor with Ameriprise in Brooklyn Park, MN, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports delivered in partnership with the client's financial advisor.

Joseph Falldin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2020. Prior to that, he had roles at Cameron, A Schlumberger Company, OneSubsea, A Schlumberger Company, Altec Spray Equipment, and the University of Minnesota. 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 annual planning advice focused on retirement income and tax-aware withdrawal strategies.

Connor Reilly is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at KPMG LLP for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Will Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Ameriprise and has held various roles across multiple industries, including operations and event services. Gilbert attended Arizona State University from 2020 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across multiple platforms.

Kyle Beeson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and previously at Ameriprise Financial Services from 2016 to 2019. Morgan Stanley Wealth Management offers advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a range of retail and institutional investment services with specialized offerings such as private funds and commodity pool operations.

Brent Bunne is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He holds Series 63 and Series 66 licenses and is based in Maple Grove, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Lovgren is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He worked at JPMorgan Chase for nine years prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of advisory programs with 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.

Madeline Vraa is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Casey Rogde is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked in the service industry at Bakers Square while also having experience in education roles. Outside of advising, he continues to work as a server at Bakers Square. 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 planning through a collaborative, non-discretionary approach that incorporates proprietary research and third-party data.

Jamie Richter is a financial advisor with Ameriprise in Isanti, MN, holding CFP® and Series 63 designations and bringing 14 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bradley Hunt is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2020 and previously worked with Eagle Brook Church for five years. Outside of his advisory role, he serves as Brand and Marketing Director for the Spring Lake Park Softball Association, supporting youth softball development through marketing and branding efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning combined with managed-account services through a consolidated billing program called “WealthPlan.”

Scott Robichaud is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also serves as a notary in a related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, retirement plans, banks, and institutions. The firm supports its network of advisors with a range of portfolio programs, third-party asset management, and institutional platforms.

Andrew Fronek is a CFP® professional with 26 years of industry experience, currently with Ameriprise Financial Services in Minneapolis, MN. He has worked at Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as a referee for USA bandy league games. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm focuses on dependable income sources and tax-aware withdrawal strategies, utilizing proprietary research and third-party tools in a non-discretionary implementation model.

Tamara Sorsoleil is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. She has worked at Ameriprise Financial Services since 2020, following prior roles at Columbia Threadneedle and Kelly Services. In addition to her advisory work, she serves as an adjunct professor at Concordia University. 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 tailored retirement income planning advice through written Recommendation Reports and ongoing consultations.

Daniel Lichtblau is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at LPL Financial and MassMutual Life Insurance Company. Outside of financial services, he serves on the advisory board of Peaceful Passing for Pets, assisting with marketing and events. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements and a range of educational and specialized planning programs.

Matthew Mulville is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, various insurance carriers, and in other roles including Design Ready Controls. Mulville also operates a DBA under Northern Light Financial Advisors associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ginger Carson is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1983 and holds the CERTIFIED FINANCIAL PLANNER® certification, along with the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Ginger earned her Bachelor's Degree from the University of Minnesota System. Ginger focuses on retirement and estate planning services, working with high net worth clients to review their ongoing financial strategies, estate goals, and overall financial objectives. Her client focus areas include college education planning, family wealth management strategies, legacy planning, personal retirement planning, women and wealth, tax minimization, and retirement income. In addition to her professional work, Ginger is active in the community through participation in cultural and health-related charities such as Brains Together for a Cure and Legal Assistance of Olmsted County. Her personal interests include cooking, football, golfing, reading, and traveling.