Eric Hagen is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years at NEXT Financial Group. Outside of advisory work, he serves as a mentor for Capital Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Reed Hagberg is a financial advisor with Charles Schwab holding a Series 66 designation and 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and New York Life Insurance Company. Outside of his advisory work, he serves on the board of directors and finance committee for the YMCA in Northfield, MN, and officiates men’s league basketball games for the Northfield Community Education Center. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Rodney Vucenich is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a board member for the Brenwood Condo Association in Minnetonka, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Nolan Pyrz is a financial advisor with Raymond James Financial in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2023, he worked with Avantax Investment Services, Avantax Advisory Services, and MRK Financial Solutions. He is also employed as a Client Services Associate at Prosperwell Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory roles rather than discretionary management.

Daniel Nycklemoe is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved in group coaching through Breakthrough Table, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and third-party subadvisors.

Ryan Schwingler is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Ryan is also associated with Pathway Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 licenses and having 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jay Ricci is a Series 66-licensed financial advisor with Ameriprise Financial Services, LLC, based in Minnetonka, MN. He has seven years of industry experience, including prior roles at Merrill and Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income sources and tax-aware withdrawal strategies.

Ryan Jaskinia is a financial advisor with Edward Jones in Bloomington, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by AT&T from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, along with affiliated mutual funds and securities-based lending options, maintaining a large retail advisor network and branch footprint.

James Grabianowski is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his financial career, he works as a camera operator for high school sporting events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income service provides clients with a written Recommendation Report and ongoing advice, developed through a combination of internal research and third-party data.

Larry Borlaug is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing system called “WealthPlan.”

Steven Korinek is a financial advisor with Edward Jones in Jordan, MN. He holds the ChFC® and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Amazon for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 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.

Tanner Theis is a financial advisor at Ameriprise with Series 65 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at Ameriprise Financial and has experience in education and the hospitality industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written plans and ongoing advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Mark Anderson is a CFA® charterholder and holds a Series 66 license. He has six years of industry experience, including tenure at Ameriprise since 2017 and a prior role at Flourish Wealth Management Inc. Anderson is a minor owner of TPWA Operations, LLC, where he occasionally provides input into management decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that offers written recommendation reports and ongoing retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.

Bryce Wergeland is a Series 66 licensed financial advisor with LPL Financial in Bloomington, MN, where he has worked since 2010. He has 20 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles, including Financial Consultant and Investment Consultant. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and is licensed in insurance in California. Prior to joining Fidelity, Charles worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. Charles specializes in helping individuals and families simplify their financial lives by providing personalized guidance and financial strategies focused on clients' goals and priorities. He works with clients on retirement preparation, wealth growth, and navigating life transitions, offering straightforward advice and collaborative planning to facilitate informed decisions. Outside of his professional work, Charles enjoys cooking and baking, spending time with family, fitness activities, exploring food, playing golf, and caring for his pets.

James Grotz is a financial advisor with Raymond James Financial in Edina, MN, holding Series 63 and Series 65 licenses and with 52 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009 and has worked in non-variable insurance as an agent since 1990. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a notable portion of its advisory business conducted on a non-discretionary basis.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.

Reeve Holmquist is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Waddell & Reed and Messerli and Kramer. He also has experience outside finance, including employment at Kilroy's Sports Bar and Mayflower Moving Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.