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.

Neil Bonneson Bruce is a financial advisor with LPL Financial based in White Bear Lake, MN. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Associated Investment Services, Inc., CUNA Brokerage Services, Inc., CUNA Mutual Group, Dougherty & Company LLC, and Wells Fargo Clearing. 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 with various investment strategies, supported by extensive operational and research tools.

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.

Robert Pakkala is a financial advisor with Osaic in Woodbury, MN, holding a Series 66 designation and 28 years of industry experience. He previously worked for Woodbury Financial Service, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory work, he owns Pak's Tax and Accounting Service, providing tax preparation and accounting services to individuals and businesses. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a comprehensive portfolio construction process that includes discretionary and non-discretionary management options and access to third-party money managers.

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.

Roger Anderson is a financial advisor with LPL Financial and holds a Series 63 designation. He has 26 years of experience in the financial industry, having worked at firms including Bremer Investments, Raymond James Financial Services Advisors Inc., and Bremer Bank. Anderson is also involved with Old National Bank through advisor referral programs. 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, and access to third-party asset management, supported by extensive technological and operational resources.

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.

Austin Vandell is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. He also serves as Practice Coordinator at Waypoint Wealth Group, a financial services team name under which he supports insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and employs a multi-manager platform with discretionary and non-discretionary program options.

Lynn Kaye is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2009. She operates in Afton, MN, and holds the Series 63 and Series 65 licenses. In addition to her advisory role, she maintains a notary service approved by the state and county of Minnesota. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

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.

Blake Peterson is a CFP®-certified financial advisor at Ameriprise with 24 years of industry experience. He previously worked at The Huntington Investment Company and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.”

Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MOCA Wealth Management LLC, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

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.

Granville Jordan is a financial advisor with Fidelity who holds Series 63, 65, and 66 credentials and has 24 years of industry experience. His career includes roles at Fidelity Investments and Diversified Investors Securities Corp. He serves as Secretary of the World Barbarian Foundation RFC, a rugby organization, and is Vice President of the condo board at Mews at City Walk in Woodbury, Minnesota. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Paul Demro is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2012. Outside of his advisory role, Demro volunteers as a firefighter and serves as vice president and board member of the Ham Lake Firefighters Relief Association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Christina Sarazin is a financial advisor with LPL Financial in Woodbury, MN, holding a Series 66 designation and six years of industry experience. She has worked at multiple firms including Raymond James Financial Services and Bremer Bank. 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 model portfolios, employing both discretionary and non-discretionary strategies.