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 Series 66-licensed financial advisor with 23 years of industry experience. He has worked at Merrill for 27 years before joining UBS Financial Services in St. Paul, MN, where he has been since 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, capital markets services, and affiliated banking programs.

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.

Bradley Vick is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 33 years of industry experience. He previously worked for Northwestern Mutual and its related entities for over two decades. In addition to his advisory role, he is involved in insurance brokerage and operates a business entity for tax and investment purposes. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and various advisory tools across a broad platform.

Paige Hoffman is a financial advisor with LPL Financial holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. She is also the owner and CFO of The Hoffman Group, a business entity for tax and investment purposes. 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 financial planning and investment solutions, including model portfolios and third-party asset management, supported by extensive operational tools and a large network of advisors.

Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 18 years. He also owns Resource Financial Network, a sole proprietorship focused on the sales of life, disability, long-term care, health insurance, and fixed annuities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and third-party manager selections.

Diana Brass is a Wealth Management Advisor at Merrill Lynch Wealth Management with more than 30 years of direct experience. She works closely with individuals, couples, families, and businesses to discern their goals, address their concerns, and help them achieve a secure financial future. Diana specializes in areas such as executive compensation, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Diana holds a bachelor's degree in Business with an emphasis in Communications from the University of St. Thomas. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is a member of Team Women and is committed to continued learning and professional development. Outside of her professional life, Diana is involved in community organizations such as Adopt a Family, Feed our Starving Children, The Sandwich Project, and Valley Outreach. She is married with two children and enjoys traveling, spending time with her family, and listening to music.

John Mueller Jr. is a financial advisor at OSAIC with 51 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation and Diversified Financial Advisory Group. In addition to his advisory role, he operates Mueller Financial Group as an insurance agent, providing life insurance, annuities, and long-term care insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and supports a broad range of investment strategies and custodial arrangements.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Brock Eckman is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Woodbury Financial Services and GT Financial Advisors. He serves as operations manager at GT Financial Advisors and is the sole member of an administrative LLC. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, retirement plan consulting, and access to third-party money managers. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Ashley Willaert is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise since 2016, including six years at Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Max Moriarty is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Scheels, Keith Ollie Ltd, and various other positions outside the investment industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios to intermediary platforms.

Neil Raisanen is a financial advisor with Raymond James Financial in Saint Paul, MN, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2008. Outside of his advisory role, he operates a branch of OK Financial Inc. as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Vicky Nelson is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica since 1990. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.