Erik Griep is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Jonathan Kvasnik is a financial advisor with OSAIC based in St. Paul, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including nine years at Securities America Advisors and over 23 years providing banking services with Cherokee State Bank. Outside of his advisory role, he is involved in beekeeping and honey sales and participates as a guest host on a podcast focused on comedy and interviews. OSAIC Wealth serves a diverse clientele of retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach combines model-based asset allocation and portfolio optimization with flexible management options across various account types.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Jennifer Winge is a Series 66–licensed financial advisor with seven years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at U.S. Bancorp Investments and U.S. Bank. Prior to her financial career, she worked at Olive Garden for twelve years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and capital market assumptions to tailor client plans and combines institutional trading capabilities with wealth management services.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory role, Petersen owns a business entity unrelated to investment advisory and also works as an insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Matt Wahl is a financial advisor with Ameriprise in Eagan, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked with AmeriCorps and has experience in the hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling with algorithmic tools to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Tina Swanson is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Morgan Stanley in St. Paul, MN. Her prior work includes roles at Bank of America, Merrill, Purshe Kaplan Sterling Investments, and Thrivent Financial. She is a board member and Club Service Chair of the Stillwater Sunrise Rotary. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.

Anthony Martins is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2023. Prior to that, he was with Cri Securities, LLC for 16 years and Securian Financial Services/Minnesota Life Insurance Co. for 19 years. Martins serves as a board member of the Juvenile Diabetes Research Foundation. 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 and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary options.

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.”

Brandon Blumenstein is a financial advisor at Edward Jones in St. Paul, MN, holding the Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Blackwing Group LLC, which manages a multi-use property serving as his office space and rental tenants. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Matthew Showalter is a CFP®-certified financial advisor with 35 years of industry experience. He has been associated with Merrill since 1990 and has worked concurrently at Bank of America, NA since 2009. He holds Series 63 and Series 65 licenses and is based in Saint Paul, MN. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

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.

Daniel Montalbano is a financial advisor with Cetera and holds the Series 66 designation. He has one year of industry experience and previously worked with Avantax Advisory Services, Avantax Investment Services Inc, and MFG Financial Advisors. Outside of advising, he has been involved with MFG Financial Advisors as a Wealth Management Assistant, supporting financial planning and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Jessica Fields is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial industry, all with Edward Jones. Based in Apple Valley, MN, she has been with Edward Jones since 2013. Outside of her advisory role, she serves as a co-trustee of a family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marc Haverkamp is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Ernst & Young LLP for six years. Outside of his advisory role, he is involved in tax preparation and accounting services through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational tools.

Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.