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.

Jeffrey Angel is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 29 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Sheena Prescott is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and previously worked at Avantax Advisory Services and the Minnesota Department of Revenue. She is also president of Gwizdala & Associates, Inc, a tax preparation and accounting firm providing services such as tax return preparation, bookkeeping, and small business tax advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

James Deutsch is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Securian Financial Services Inc, CRI Securities LLC, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual clients, 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 diverse program structures.

Lindsay Rasmussen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent in 2021, Rasmussen worked for Medtronic, Inc. from 2006 to 2021. 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 covering topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under its WealthPlan program.

Frank Leslie is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2014, with prior roles at Wells Fargo Clearing. Outside of his advisory role, he owns and operates FPL Finance, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through discrete engagements.

Peter Tartaro is a CFP®-designated financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at several firms including CRI Securities, Securian Financial Services, Minnesota Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory role, Tartaro is a director for the Knights of Columbus and serves as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning solutions.

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.

Kristopher Schultz is a financial advisor at Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2012 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Scott Ellingson is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Lucas Cowles is a financial advisor with Ameriprise in Saint Paul, MN. He holds the Series 66 designation and has been with Ameriprise since 2026. Prior to joining Ameriprise, he held roles at organizations including Thrive Family Recovery Resources, Real Life Church, and ASM Global. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal 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.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and is also involved with Kingdom Pathways Laboratory and M Health Fairview. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm primarily uses model-driven investment strategies supported by third-party managers and platforms, focusing on individual rather than institutional clients.

Barbara Chelgren is a financial advisor with Merrill in Saint Paul, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Merrill Lynch since 1998 and also worked at Bank of America, N.A. starting in 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Doreen Dehaan is a financial advisor with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning services and manages approximately $2.74 trillion in client assets.

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.

Mark Josephs is a financial advisor with LPL Financial in Vadnais Heights, MN, holding a Series 66 designation and 17 years of industry experience. Before joining LPL Financial in 2021, he worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he teaches FINRA-approved retirement planning courses in the community. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting through a network of investment adviser representatives, providing both discretionary and non-discretionary management supported by research and various investment strategies.

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.