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 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.

Charla Turch is a CFP® professional with 42 years of experience in the financial services industry. She is affiliated with OSAIC and has held roles at Financial Dimensions Group, Inc. since 2001. Turch serves as a volunteer finance committee member at St. Charles Borromeo Catholic Church, overseeing financial matters related to the church and its school. Osaic Wealth operates a multi-advisor platform serving retail and institutional clients with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

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.

Mark Sobiech is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement planning through a centralized consulting team.

Shawn Eilefson is a CFP® with 31 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of his advisory role, he owns a sole proprietorship focused on term and survivorship life insurance. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach that integrates asset allocation, portfolio optimization, and risk management tools, supporting both discretionary and advisor-managed strategies.

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.