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.”

Jamie Smetana is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation with 5 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 Certified Financial Planner (CFP®) with 35 years of industry experience. He has been associated with Ameriprise since 1991 and currently works at their White Bear Lake, MN office. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Cetera and its related entities since 2023 and previously held roles at Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial arrangements.

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.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and bringing 21 years of industry experience. She has worked with Merrill since 2005, except for a one-year period at RBC Capital Markets from 2019 to 2020. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Peter Tartaro is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cetera, having held prior roles at Securian Financial Services, Ameriprise Financial Services, and other firms. Tartaro serves as a director for the Knights of Columbus and holds leadership roles as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients, and offers a multi-manager platform with various investment program options.

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 with Morgan Stanley in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2012, including 11 years with Morgan Stanley Private Bank, National Association, and previously spent eight years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by 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 has worked at LPL Financial since 2016 and previously spent 13 years with Commonwealth Financial Network. 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 third-party asset management, and supports advisors with research tools and diverse investment strategies.

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 at RBC Capital Markets with 14 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at Securian Financial Services, CRI Securities, Winter And Associates, and Strong Capital Management. Outside of her advisory role, she has served in a polling capacity for Washington County, MN. RBC Wealth Management, a division of RBC Capital Markets, offers investment advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs tailored portfolio strategies using a combination of in-house and third-party managers and provides a range of advisory programs with various investment and administrative options.

Walter Dobgima is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 65 and Series 63 designations and bringing six years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of his advisory role, he is involved with Kingdom Pathways Laboratory and has a longstanding position at M Health Fairview. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.