Lucas Schaefer is a financial advisor at J.P. Morgan Securities based in Minneapolis, MN, holding a Series 66 license with one year of industry experience. His work history includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, N.A., and Regal Creek Wealth Management. Outside of finance, he has worked at Leroy's Tavern for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through various regulatory registrations.

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.

Patrick O'Connell is a CFP® professional with 34 years of industry experience. He has been with Ameriprise since 1992, including its predecessor Ameriprise Financial Services, Inc., and is currently based in Minneapolis, MN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing annual advice.

Aviral Chauhan is a financial advisor with Wells Fargo Clearing based in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual, and Wells Fargo Bank. Outside of finance, Chauhan has been involved with local soccer clubs, including Lakeville Soccer Club and Manitou F.C. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Aaron Felix is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at RBC Capital Markets, LLC for twelve years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s approach includes proprietary research and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and participation linked to Ameriprise managed accounts.

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.

David Lebbie is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Bank, the Minnesota Department of Revenue, and Ramsey County, along with 15 years of service in the Minnesota Army National Guard. Outside of his advisory work, he owns and operates a medical transport business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research and analytics.

Kelly Cabalka is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, she worked with the Ryan Pertile Group and has experience coaching gymnastics. Outside of her advisory role, she is involved in coaching a gymnastics team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized service team and proprietary analysis tools to provide tailored, non-discretionary recommendations.

Kyle Kriener is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Profinium and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment selection and a broader range of financial products than typical large institutional advisers.

Gregory Then is a financial advisor with Ameriprise in Otsego, MN, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive strategies to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Jason Carver is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Allianz Life, Ummies, Minnesota State University Mankato, South Central College, and Pagliais. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining proprietary research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Anthony Hamlin is a Series 66-licensed financial advisor with Ameriprise in Minneapolis, MN. He joined Ameriprise in 2026 and has prior experience in various roles across multiple industries, including positions at Archer Daniels Midland Co. and Hyvee Inc. His background also includes entrepreneurial and community-related activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Richard Sundberg is a Series 66-registered financial advisor with 23 years of industry experience. He has been with Thrivent Investment Management since 2002 and Thrivent Financial for Lutherans since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering planning as either a one-time or ongoing service. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs while keeping services separate.

Michael Schumacher is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2018, following a five-year tenure at Medtronic. He serves on the board of directors for the Minneapolis School of Anesthesia. 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, which provides written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Harley Bohrman is a Series 66 licensed advisor with 18 years of industry experience, currently with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2007. He is based in Minneapolis, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions supported by research from Wells Fargo Investment Institute and third-party sources.