Kurt Atkinson is a financial advisor with RBC Capital Markets in St. Paul, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party investment managers.

Kyle Trangsrud is a CFP® with 21 years of experience in the financial advisory industry. He has been with Ameriprise since 2008 and currently manages an advisory business as a registered team member at BDLR Group, Inc. outside of his primary role. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Jeremy Christensen is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Clearing for five years before joining Ameriprise in 2016. 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 that provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Bayliss is a financial advisor with Cetera in Edina, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Securities America and OSAIC, and maintains a legal practice focused on patent prosecution and estate planning. Bayliss also works as an insurance producer specializing in life, health, and accident insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of more than 10,000 advisors.

Jason Heath is a financial advisor with Ameriprise in Hampton, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, Heath serves as President and is on the Board of Directors of Haven Acres, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Greg Lein 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, he is involved in managing an art gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad spectrum of investment strategies.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Raun Nelson Wenmark is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bloomington, MN. He serves as a board member for the Laketown Community Homeowners Association in Victoria, MN. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Edward Folisi is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for 15 years. Outside of finance, he coaches youth baseball and is involved in volleyball officiating. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and investment consulting, drawing on diverse portfolio management styles and affiliated research.

Daniel Utoft is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union, CUNA Brokerage Services, Edward Jones, and First Trust Advisors LP. He is also associated with Wings Financial Credit Union as an advisor. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Hunter Askland is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors in 2023, he held roles in various organizations including Ferguson Enterprises, Doran Companies, and Saint Martin's University. Outside of his advisory work, he serves as a soccer referee and coach for local soccer leagues in Minnesota. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of investment programs and third-party managers to tailor advice and solutions for clients across different wealth levels.

David Wittenberg is a Series 66-registered financial advisor with Thrivent Investment Management, based in Bloomington, MN, and has 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Outside of his advisory role, he serves as the secretary for his local homeowners association, responsible for recording and distributing meeting summaries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial analyses without managing client portfolios directly. The firm offers clients the option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Kalley Leer is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at RBC Capital Markets since 2011 and also has experience with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations, offering tailored investment strategies and advisory programs that incorporate both discretionary and non-discretionary portfolio management.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Brian Mikkelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at National Planning Corporation and long-term ownership of B.L. Mikkelson & Associates and B.L. Mikkelsen. He has also been involved as a life insurance agent since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies and technology tools.

William Williams is a financial advisor with Ameriprise in Deephaven, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.