Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Hannah Rivard is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and previously worked for Minneapolis Public Schools for seven years. Rivard has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without managing portfolios or institutional mandates.

Theresa Crist is a financial advisor at Cetera with 19 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company dating back to 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Trevor Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020. Outside of his advisory role, he is involved with Staples Financial, Inc., focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its advisors with machine-learning and other research tools.

Eric Rislove is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He also hosts game shows for corporate and group events through his involvement with The Game Show Studio and Chestman Entertainment LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Chad Anderson is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at OSAIC Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2001. Outside of his advisory role, he owns a sole proprietorship that raises cattle and grows crops in Minnesota. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization tools.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing flexible portfolio management and integrated capital markets capabilities.

Joseph Jenkins is a financial advisor with Mass Mutual Investors Services in Lake Elmo, MN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to his advisory role, Jenkins is involved as a sales agent for life, disability, long-term care, fixed annuities, and health products at Atlas Wealth Management. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and collaborative strategies to develop client recommendations.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Kurt Peterson is a CFP® with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Wells Fargo Clearing, Ameriprise, and Edward Jones. He has ownership interests in investment-related entities AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Susan Crane is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Cetera Wealth Services, Securian Financial Services, Minnesota Life Insurance Co, Advisor Group, Equitable Advisors, AXA Advisors, and VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers across multiple program structures.

Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation. She has worked in the financial services industry since 2024, including roles at True Wealth Partners and Financial Dimensions Group, Inc. Prior to her advisory career, she has experience in various other fields such as education and the beverage industry. OSAIC serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a variety of managed account programs tailored to individual and institutional needs.

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

Bridget Gray is a financial advisor at RBC Capital Markets in Shoreview, MN, holding a Series 66 designation with 21 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies and a variety of wrap fee advisory programs. The firm integrates in-house and third-party managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Morey Wade is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Cetera in 2024, he spent 20 years at PNC. Wade also operates a securities and planning business under the North Star Resource Group brand. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. 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 large nationwide network of advisors and offices.

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.