William Strong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Fidelity Investments and multiple positions in diverse fields such as education and foodservice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing assets.

Peter Lewis is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Richard Hanzlik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has a long career history including roles at Ascend Financial Services, Inc., C.R.I. Securities, Inc., North Star Consultants, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he is involved as an agent/broker in several business ventures including Hanzlik Financial Services, HHAV Retirement Planners LLC, and Waypoint Wealth Group LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Amethyst Gefre is a financial advisor at Charles Schwab with four years of industry experience. She holds Series 63 and Series 66 licenses. In addition to her advisory role, she owns Galena Concepts, LLC, an e-commerce business that creates, markets, and sells furniture, clothing, and accessories. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and an integrated operational structure.

Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored 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, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jeffery Birkeland is a financial advisor at Ameriprise in St. Paul, MN, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has worked with Ameriprise since 2010, initially at Ameriprise Financial Services, Inc. before continuing with the firm through its current iteration. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients nearing or in retirement, providing tailored written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Hauser is a financial advisor with LPL Financial based in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he worked for Old National Bank and spent 15 years at Feltl and Company. Outside of advising, he is employed part-time at Francis A Gross Golf Course and serves as a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Deborah Johnston is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 18 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management, offering a broad set of services including fee-based financial planning, portfolio management, and capital markets activities.

Andrew Vix is a financial advisor at OSAIC with 22 years of industry experience. He holds the CFP® and Series 63 credentials. His prior firms include Royal Alliance Associates and Signator Investors. Vix is also involved in managing Advanced Financial Consultants, where he has held various roles including COO and owner. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies.

Yu Jiang is a financial advisor at Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 designations with nine years of industry experience. His prior work history includes roles at Raymond James & Associates, Wells Fargo Clearing Services, and Morgan Kenwood Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Douglas Bruce is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment committee for the Northern Star Council, an educational organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with a range of portfolio management and wealth management offerings. The firm integrates institutional trading capabilities with comprehensive financial planning and investment solutions.

Ryan Willaert is a financial advisor with Ameriprise in Woodbury, MN, holding CFP® and Series 66 designations and totaling 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach integrates internal research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.

Sean Kirk is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work history includes roles at Amazon and Scoopy Poo. Outside of advising, he works part-time as a personal shopper and delivery driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies with support from third-party asset managers and custodians, overseeing approximately $15.5 billion in assets through a large national network of advisors.

Gregory Collins is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Collins Wealth Management, Collins Financial Ltd, and American Portfolios Financial Services. He is the president of Collins Wealth Management and Collins Financial Ltd. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of discretionary and third-party investment strategies.

Joan Lessner is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She has worked at several Cetera entities since 2023 and previously spent 13 years at Securian Financial Services and 16 years at Minnesota Life Insurance Company. Outside of her advisory role, she owns two Etsy shops where she makes and sells quilted items and head scarves for cancer patients. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.