Cynthia Pollack

Paul Wichmann is a financial advisor with Interactive Financial Advisors in Little Falls, MN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has been with Interactive Financial Advisors since 2005 and also operates the Paul Wichmann Agency, which he has managed since 1996. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations by providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models across a range of risk profiles and primarily uses ETFs and mutual funds, implementing strategies informed by Modern Portfolio Theory and fundamental analysis.

Kevin Kloeckl is a financial advisor with Ameriprise in Little Falls, MN, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at USA Financial Securities, Voya Financial Advisors, and Invest Financial Solutions. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Kyle Peterschick is a financial advisor with Edward Jones in Little Falls, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he spent five years with Picture Perfect Tree and Landscape and Arbor Consulting LLC, and six years at Urban Tree & Landscape. He serves as president of the Morrison County Food Shelf board, where he coordinates monthly meetings. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad array of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a nationwide network of more than 23,000 financial advisors.

Mike Moshier is a Financial Consultant at Fidelity Investments, a role he has held since 2019. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2016 to 2019, and as a Financial Advisor at One Life Financial Group, Inc. from 2012 to 2016. Throughout his career, Mike has utilized his experience in finance and consulting to assist clients in developing personal financial plans, aiming to bring simplicity, clarity, and confidence to their financial lives. He works collaboratively with clients to help them move closer to their personal definitions of financial success. Outside of his professional responsibilities, Mike has personal interests that include golf, lake activities, music, soccer, traveling, and writing.

Zachary Klosowski is a CFP® professional with 12 years of industry experience, serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Little Falls, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Alicia Kapus is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Focus Financial Network, OSAIC, and Thrivent Financial. Outside of her advisory role, she volunteers as a teacher with Junior Achievement in Pierz, MN. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a broad network of investment adviser representatives.