Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Jodi Jenson is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 65 registrations and has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Jackson Rynda is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America prior to his current role. 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 and profit-sharing plans, corporations, and charitable organizations.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously spent five years at Wells Fargo Clearing. Outside of his advisory work, he serves on the board of the Hudson Raidaire Booster Club, acting as treasurer. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, tailoring investment strategies to individual risk profiles through a blend of internal and external investment managers.

Spencer Anderson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wilian Financial Group, Outback Steakhouse, and the University of Wisconsin-River Falls. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.

Jesse Kvitek is a financial advisor with Thrivent Investment Management in New Richmond, WI, holding a Series 66 designation and 24 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. since 2002. Outside of his advisory role, Kvitek is the immediate past commodore of the St. Croix Yacht Club, where he continues to serve on the board and organizes club events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed accounts under a consolidated billing option, while keeping the services separate.

Michael Schwartz is a financial advisor with Cetera, holding a Series 63 designation and bringing 18 years of industry experience. He has previously worked with firms including LPL Financial and Principal Financial Services. Outside of his advisory role, Schwartz serves as president of Eastwood Wayne, LLC, a transportation business coordinating travel and lodging for groups. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a variety of portfolio management and retirement services with access to both affiliated and third-party managers.

Stephen Braatz is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including City National Bank, RBC Capital Markets, Wells Fargo, and Morgan Stanley. Outside of his advisory role, he serves as Board Chair for Resolute, a family ministry nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Kenneth Duhadway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Kelly Rosenbush is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1997. Outside of her financial career, she is involved with Bob Smiths Sports Club. 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 a range of brokerage and advisory solutions.

Gregory Lunak is a CFP® professional with 26 years of experience in the financial industry. He has worked at RBC Capital Markets since 2017 and previously spent 15 years at Merrill Lynch, Pierce, Fenner & Smith Inc. He is based in Stillwater, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a mix of in-house and third-party managers.

Karl Hults is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2022, beginning his career there as a Financial Representative before advancing to Relationship Manager and then to his current role. Karl's work focuses on connecting with clients to understand their unique needs and guiding them through the planning process using Fidelity's resources. He aims to make financial planning approachable and collaborative, bringing together appropriate tools, specialists, and strategies. Outside of his professional role, Karl has interests in board games, comedy, football, spending time at the lake, movies, and caring for pets.

Daniel Shanahan is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked as a first officer pilot for Delta Airlines and SkyWest Airlines and spent time at the University of North Dakota. He currently balances his advisory role with his position as an airline pilot. 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.

Bradley Davis is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Focus Financial Network, Royal Alliance Associates, Invest Financial Corporation, and Ameriprise. He is also a co-owner of a tax preparation and accounting firm, Law Tax and Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology and a large network of over 22,800 advisors.

Chad Kulzer is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and U.S. Allianz Securities. Outside of his advisory role, he is involved in staffing and insurance businesses and participates as a member of the New Richmond Chamber of Commerce. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by comprehensive financial planning and various managed account programs.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

Alexander Burian is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was employed at Westconsin Credit Union and CUNA Brokerage Services, Inc., where he maintained active roles overlapping with his current positions. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.