Seth Adam Lage

Patricia Savre serves as a Resident Director and Wealth Management Advisor with Merrill. She provides goals-based financial advice, focusing on listening to clients' needs and customizing wealth management strategies to help meet their goals and aspirations. Her expertise spans multiple areas, including college education planning, divorce transition planning, employee benefits planning, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, employee financial health, legacy planning, and personal retirement planning. Patricia holds a Bachelor's Degree from the University of North Dakota and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She was raised in a small farming community in North Dakota and currently resides in the Twin Cities with her husband and three daughters. Outside of her professional work, Patricia enjoys spending time with her family, gardening, learning golf, and participating in community activities. She is involved with organizations such as Lakeshore Players Theatre and St Odilia.

Christopher Lage is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Royal Alliance since 2019 and is involved with Retirement Advisory Services, Inc. and Advisornet Wealth Management. Outside of financial services, he owns Lage Tree Farm LLC, which specializes in growing and selling Christmas trees and other tree species. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisers. The firm utilizes integrated asset-allocation tools and multiple advisory platforms to manage portfolios across various investment types on both discretionary and non-discretionary bases.

Gary Lage is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation along with Series 63 and Series 65 licenses. He has 45 years of experience in the industry, including prior roles at Royal Alliance Associates, AdvisorNet Wealth Management, ProEquities, and Retirement Advisory Services, where he is a sole proprietor. Outside of advisory work, he owns an insurance business focused on fixed insurance products such as fixed life, disability, and annuities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services across numerous platforms, employing a variety of portfolio construction tools and offering access to third-party money managers and wrap programs.

Andrew Sorum is a Series 66–licensed financial advisor with 12 years of experience, currently with Cetera. He has held roles at Cetera and Minnesota National Bank since 2014. Outside of advisory work, Sorum is active in his community, serving on the Pelican Rapids School Board, the United Way of Otter Tail and Wadena Counties board, and the local Rotary Club, as well as participating in economic development initiatives for Pelican Rapids. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.