Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Ryan Weinzierl is the Vice President and Branch Leader at the Oakdale Investor Center. In this role, he leads a team of associates dedicated to serving clients by collaborating with planning and investment professionals to co-create and implement financial plans aimed at helping clients achieve their financial goals. He has been with Fidelity Investments since 2020, serving as Vice President and Branch Leader. Prior to this, Ryan held several positions at Ameriprise Financial, including Senior Director of Advisor Business Development from 2015 to 2020, Sales Manager from 2011 to 2015, and Financial Advisor from 2009 to 2011.

William Feiler is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and has worked at firms including Sage Point Financial, Royal Alliance Associates, FSC Securities Corporation, and Woodbury Financial Services. Outside of his advisory work, he owns a sole proprietorship that raises and sells beef cattle. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides brokerage and investment advisory services through a broad network of advisers, using asset-allocation tools and offering access to various managed account solutions and third-party money managers.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. In addition to his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients. The firm combines internal and third-party management with trading, custody, and administrative support within the Bank of America group.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Bo Chwala is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and N.I.S. Financial Services, Inc. He has held various positions in sectors including finance and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Carter Christensen is a Series 66 licensed advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at WESTconsin Credit Union and LPL Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Alex Vanden Boogaard is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and five years of industry experience. He has worked with firms including Commonwealth Financial Network and U.S. Bank Private Wealth Management. Outside of his advisory role, he is involved with Gallagher Financial Services, Inc., where he provides client support and sells fixed insurance products such as life and health insurance. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct portfolios across multiple asset classes on either a discretionary or non-discretionary basis.

Ashton Beck is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Wealth Management since 2019, following a brief tenure at Wells Fargo Bank. Prior to his financial services career, he held various roles in the hospitality and retail sectors. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment options supported by its capital markets capabilities and affiliated asset managers.

Roger Williams is a financial advisor with Thrivent Investment Management in Lake Elmo, MN. He holds a Series 66 designation and has six years of industry experience, including two years at MusicFirst prior to joining Thrivent in 2019. Williams serves as Vice Chair on the board of the Minnesota Boychoir, a nonprofit that provides educational and performance opportunities for boys in the Twin Cities area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm’s service emphasizes ongoing or one-time planning engagements covering a wide range of topics and allows clients to integrate planning with managed accounts under a consolidated billing system.

Michael Erpenbach is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Willy Zimmerman, Education Resource Partners, Inc., and Waddell & Reed, Inc. Erpenbach has served on the St. John's University Alumni Board and the SJU Alumni Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Grant Mohlenhoff is an Investment Consultant at Fidelity Investments. In this role, he assists clients in developing holistic financial plans, guiding them through various tools, approaches, and strategies offered by Fidelity. He focuses on understanding clients' needs and goals to provide tailored financial advice. Grant has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative, Investment Solutions Representative II, and Relationship Manager before becoming an Investment Consultant in 2024. This experience has provided him with a broad understanding of investment solutions and client relationship management. Outside of his professional work, Grant enjoys family activities, fitness, golf, movies, snowboarding, and soccer.

Patrick Tinucci is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 27 years of industry experience. He has worked with RBC Capital Markets since 2008 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Thrivent Financial and has served as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios built from mutual funds, ETFs, and ETPs.

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.

Nathaniel Conery is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Edward Jones and has held previous roles at LPL Financial, U.S. Bank, RBC Capital Markets, and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

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 a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and previously spent five years at Bank of America. Merrill, along 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Hanson serves as treasurer on the board of the Hudson Raidaire Booster Club for the Hudson High School Dance Team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing a mix of in-house and third-party managers.