Jeffrey Mars is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at City National Bank from 2019 to 2025. Outside of his advisory work, he has served as an assistant high school hockey coach. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies, and access to both in-house and third-party investment managers.

Greg Hanson is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® and Series 63 credentials and previously worked at Woodbury Financial Services for 24 years. Hanson also owns a sole proprietorship focused on life and chronic care insurance coverage. OSAIC serves a diverse client base including retail and institutional investors, offering a range of advisory services and investment management solutions through a large network of affiliated advisers and multiple platforms.

Judson Doman is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Treasure Island Resort and Casino, the Minnesota Army National Guard, the University of Wisconsin - River Falls, and Rib Lake High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Jamie Smetana is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation with 5 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Schuyler Olson is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2024 to 2025 and 2022 to 2024, respectively. His career in financial advising began in 2018, with roles at Edward Jones, Primerica Financial Services, and Equitable Advisors, LLC. In his current role, Schuyler works closely with clients to help them understand their financial position and develop strategies tailored to their goals within a complex environment. He emphasizes education and collaboration to create plans that clients feel comfortable with. Outside of his professional work, Schuyler has interests in board games, camping, hiking, military service, pets, and volunteering.

Jake Ulrich is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles including managing retail sales at a golf shop. Outside of advising, he is involved with Oak Glen Golf in Stillwater, Minnesota, where he manages golf shop operations and retail sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Ryan Rambacher is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He works closely with a select group of families and business owners to provide personalized financial advice and planning, focusing on understanding life priorities and creating strategies aligned with clients' long-term goals and aspirations. His approach emphasizes asking insightful questions to tailor wealth management plans that address unique opportunities and challenges. Ryan's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. He and his team leverage Merrill Lynch's investment experience and the banking strength of Bank of America to execute plans at a high level. He holds a Bachelor's Degree in Finance and Economics from the University of Wisconsin System and the Professional Investment Advisor (PIA) designation. Ryan lives in Stillwater, MN with his wife Andrea, daughter Zoe, son Carter, and their Alaskan Klee Kai, Scooby Doo. In his personal time, he enjoys antiquing, boating, fishing, football, golfing, gymnastics, pickleball, running, spending time with family, and watching movies.

Scott Ellingson is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked at LPL Financial since 2016 and previously spent 13 years with Commonwealth Financial Network. 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 and access to third-party asset management, and supports advisors with research tools and diverse investment strategies.

Jill Brett is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 65, Series 63, and Series 66 credentials and has 14 years of industry experience. Her prior experience includes roles at Securian Financial Services, Cri Securities, and Winter And Associates. Outside of financial advising, she assists with general polling place duties for Washington County, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs and portfolio management services tailored to client risk profiles, utilizing both in-house and third-party investment managers. The firm offers integrated solutions including financial planning, custody, and brokerage, supported by a broad capital-markets platform.

Jenelle Langer is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 13 years before joining OSAIC. Outside of her advisory role, she serves as her father's medical power of attorney. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various tools and third-party solutions to construct and manage portfolios across multiple asset classes.

Trevor Paradise is an Investment Consultant at Fidelity Investments. He is dedicated to providing customer service and assisting clients in exploring the tools, resources, and strategies available through Fidelity. He focuses on connecting with clients personally to help identify strategies for improving their financial plans. Trevor has worked at Fidelity Investments since 2022, beginning as a Financial Representative, then serving as a Relationship Manager from 2023 to 2025 before becoming an Investment Consultant in 2025. His experience covers various roles within the firm, contributing to his expertise in client relationship management and investment consulting. Outside of his professional work, Trevor engages in activities such as fitness, golf, outdoor adventures, and running. He also participates in volunteering.

Emily Enriquez is Vice President and Financial Consultant at Fidelity Investments, where she has been serving clients since 2013. In her current role, she helps clients develop comprehensive financial plans tailored to their specific investment goals, with a specialization in retirement planning utilizing robust planning tools. She emphasizes providing clients with confidence and peace of mind as they navigate their personal financial plans through varying market conditions. Emily's professional experience spans over a decade in the financial services industry, including roles as Financial Advisor at Merrill Lynch and Morgan Stanley Smith Barney. Her career progression at Fidelity Investments includes positions as Account Executive, Financial Consultant, and now Vice President, Financial Consultant. Outside of her professional work, Emily engages in family activities, golf, outdoor adventures, traveling, and volunteering. She also enjoys spending time with her pets.

Christian Utecht is a financial advisor at RBC Capital Markets in Stillwater, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Hartford Financial Services Group and Keyot LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party investment resources.

Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

John Felton is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 13 years of industry experience. His career includes positions at MetLife Securities Inc. from 2015 to 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent selling dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with an emphasis on collaborative, annual planning relationships.

Anna Carlson is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and has six years of industry experience. She has worked at Giere Investment Services since 2018 and joined LPL Financial in 2025. Carlson has a background that includes various roles at Wheaton College and experience at Jackson National Management and Park Tool. 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Eric Hansen is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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 planning and combines planning with managed-account programs, while maintaining separate planning and portfolio management services.

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. 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 planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kristin Wanser is a Financial Consultant at Fidelity Investments, a role she has held since 2023. Prior to this position, she served as an Investment Consultant at Fidelity Investments from 2021 to 2023 and as a Financial Representative in 2021. In her professional capacity, Kristin collaborates with clients to develop personalized financial plans tailored to their unique goals, values, and preferences. She emphasizes trust, open communication, and ongoing learning in building long-term client relationships, focusing on protecting, growing, and spending wealth across various market conditions. Outside of her professional work, Kristin engages in activities such as biking, fitness, social events with friends, outdoor adventures, traveling, and yoga.