Alexander Anderson is a financial advisor at Cetera with the Series 66 designation and four years of industry experience. He has worked at Cetera and its affiliated entities since 2021. Outside of advising, Anderson is also engaged in sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services delivered through a multi-manager platform.

Nathan Mcguire is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory career, he worked for South Washington Schools for 24 years. Outside of his advisory role, Mcguire officiates high school and youth basketball games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Travis Amiot is a CFP® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He serves on the Board of Directors for St Croix Catholic School in Stillwater, MN. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tim Bridgeman is the Vice President and Branch Leader at the Oakdale Investor Center, where he leads a team of financial professionals dedicated to serving clients. In his role, he partners with clients to develop personalized financial plans and assists in their implementation. Tim has extensive experience in the financial services industry, having held various positions including Sales Director, Senior Sales Manager, Sales Manager, and Financial Advisor at Ameriprise Financial from 2011 to 2022 before joining Fidelity Investments in 2022. Outside of his professional responsibilities, Tim enjoys outdoor activities such as camping, golf, hiking, kayaking, and traveling. He is also involved in volunteering.

Nicholas Nerland is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Nerland serves on the finance committee of the Moundsview Football Booster Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

Jonathan Brass is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing tailored advice and guidance to individuals, couples, and families. He focuses on helping clients streamline and coordinate multiple aspects of their financial lives, including liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. Jonathan began his financial career at Piper Jaffray, where he worked for six years before joining Merrill in 2006. He holds a Bachelor’s degree in Finance from the University of St. Thomas and a Master of Business Administration from the University of Notre Dame. He is a CERTIFIED FINANCIAL PLANNER® practitioner and holds the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor (CPFA) designations. Jonathan is also a member of the Notre Dame Club of Minnesota. Residing in Mendota Heights, Jonathan coaches youth hockey and has been involved in coaching for many years. His personal interests include boating, golfing, ice hockey, skiing, and spending time with his family.

Michael Goehner is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Alyssa Aguilera is a financial advisor with Edward Jones in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Minnesota Best Maid Cookie Co. and the University of Wisconsin River Falls. Outside of advising, she is president of El Rancho Carnelian LLC, an entity that owns recreational land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Veronica Kuechenmeister is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 66 designation with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Todd Lins is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior roles at Voya Financial Advisors and Capital Street Financial Services. He is also an independent insurance agent based in St. Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms featuring a multi-manager investment approach.

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Christine Dawly is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including 17 years at Merrill prior to joining Raymond James in 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research to support client-tailored strategies.

Micah Ziemke is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience and previously worked at Ameriprise and Helpstone, Inc. Fidelity’s affiliated Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include serving as a commodity pool operator, advising multiple funds, and employing AI-driven research methods.

Brandon Evens is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with firms including Wells Fargo and Thrivent Financial. Outside of finance, he operates Evens Drone Operations, a business active since 2020. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Lenahan is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 22 years of industry experience, including 27 years at Merrill prior to joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities with wealth management services.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jesse Krongard is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, previously serving as a Financial Representative and then as a Relationship Manager. Jesse works closely with clients to develop personalized financial plans that manage risk and align with their priorities. His professional experience at Fidelity Investments spans several roles, allowing him to build expertise in client relationship management and financial planning. Jesse's approach involves partnering with clients to pursue their financial goals and striving to find strategies aimed at financial success. Outside of his professional work, Jesse's personal interests include bowling, fitness, golf, and snowboarding.

Jen Pietka is a Financial Consultant at Fidelity Investments. She has held multiple roles within the firm, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to joining Fidelity, she worked as an Agent Account Representative at State Farm from 2020 to 2023. Throughout her career, Jen has focused on partnering with clients to plan holistically and support them at various stages of their financial journeys. She aims to be a resource for education and to assist clients in achieving their unique financial goals through appropriate tools, strategies, and relationships. Outside of her professional work, Jen enjoys camping, exploring food, outdoor adventures, skiing, practicing yoga, and spending time with her pets.

Eric Froistad is a financial advisor with Robert Baird & Co. in White Bear Lake, MN, holding a Series 66 designation and having 15 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.