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 designation and two years of industry experience. Prior to joining LPL, he worked at Waddell & Reed, Messerli and Kramer, and Carl Lamb & Associates. His early work experience includes roles outside finance, such as at Kilroy's Sports Bar and Mayflower Moving Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Luke Martinson is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Outside of his advisory role, he is involved with the Mediterranean Cruise Cafe, a business engagement dating back to 2023. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Nicholas Ternes is a CFP®-certified financial advisor with Ameriprise, based in Prior Lake, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for the Scenic Heights Owners Association and is involved in managing his advisory business through ownership interests in related entities. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for clients with significant investable assets. The firm employs a combination of research, modeling, and algorithmic tools to provide tailored, non-discretionary retirement income recommendations.

Phillip Macdougall is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Investments and its affiliated entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolios, and it is noted for its use of systematic methodologies and a formal advisory role to multiple registered investment companies.

Zachary Schillinger is a Series 66 licensed financial advisor with three years of industry experience, currently with Equitable Advisors in Minneapolis, MN. His prior work includes roles at Bremer Bank and the University of St. Thomas. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Ricky Thorson is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, U.S. Bancorp Investments, LPL Financial, and BMO Harris Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides retirement-income planning through written Recommendation Reports and annual advice focused on reliable income and tax-aware withdrawal strategies.

Paul Youngs is a CFP® with 20 years of industry experience and has been with Edward Jones since 2008. He holds the Series 66 designation and is based in Shakopee, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Meghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2016, initially working with Ameriprise Financial Services, Inc. before continuing at the current entity. The firm serves both individual and institutional clients and offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual advice focused on income reliability and tax-aware withdrawal strategies.

Lawrence Calhoun is a financial advisor with LPL Financial in West St. Paul, MN, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes over a decade at Old National Bank (formerly Anchor Bank) and prior work with Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and platforms, combining traditional and technology-supported investment strategies across a large network of advisors.

Tyler Swanson is a CFP®-certified financial advisor at LPL Financial with 13 years of industry experience. He previously worked at CliftonLarsonAllen Wealth Advisors, Commonwealth Financial Network, and FPS Financial, Inc. He is based in Bloomington, MN. 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 advisory and brokerage services through a large network of advisors, providing access to financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Alexander Morrall is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Fortune Financial and Securian Financial Services. Outside of his advisory work, Morrall owns the Twin Cities Wellness Collective, a business based in Minnetonka, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports customized investment strategies and access to third-party money managers.

Thomas Karp is a CFP® professional with 28 years of industry experience, currently serving at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 14 years and has owned Karp Financial Advisors, Inc. since 2001. Outside of his advisory role, he serves on the finance committee of the Encampment Forest Association, contributing to their annual budget planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of financial services supported by proprietary asset-allocation tools, risk assessments, and third-party investment platforms.

Reese Prellwitz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Reese held roles at Wells Fargo Advisors and Northwestern Mutual, as well as academic positions at Minnesota State University, Mankato, and St. Cloud State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute, providing both brokerage and advisory solutions.

Chansoknea Theng is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, they worked at the Royal Bank of Canada and U.S. Bancorp Investments, Inc. Theng has entrepreneurial experience as the owner of BZBar, a packaged food business, and served as Chief Recruiting Officer at ChefNote LLC, a software company focused on social media recipe influencers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Goenner is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include BFC Planning, Securities Management & Research, and Proequities. Outside of financial advising, he serves as treasurer for both the Township of Clear Lake and the St. Marcus Cemetery Board in Minnesota. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment implementation options through independent Financial Professionals, utilizing proprietary model strategies and access to unaffiliated strategists.

Christina Klug is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Edward Jones since 2022. Her prior experience includes roles at Designed for Learning and EdTechTeam, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies along with affiliated investment products.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Zachary Ancel is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. His work history includes roles at Equitable Advisors since 2021 and an extended tenure at Von Hanson's Meats. He is also involved in a business operating under the name The Bailey Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.