Logan Ehlenz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various positions including roles at Krewe Restaurant and Bello Cucina. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers collaborative, annual financial planning relationships.

Peter Kelly is a financial advisor with Cetera in Minnetonka, MN, holding a Series 63 designation and 20 years of industry experience. He has worked with Avantax Insurance Agency LLC and Avantax Advisory Services, among other firms, and is a partner at Kelly & Muehler, PLLP, an accounting and bookkeeping firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and a multi-manager platform with access to affiliated and third-party managers.

Mohammad Vedadi is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 13 years. Vedadi is also the owner of Vedadi Wealth Management, an S-Corp through which he manages his wealth management business and related operations. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct customized portfolios.

Pravin Parekh is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Waddell & Reed and various insurance carriers. Parekh also managed his own entities, such as Parekh Group, Inc. and Pradeep Pravin Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Henry Schulenberg is a financial advisor with RBC Capital Markets based in Wayzata, MN. He holds a Series 66 designation and has four years of industry experience, including previous roles at City National Bank and SkyView Partners. He graduated from St. Olaf College. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Shay Donovan is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he held roles at Brainlit North America and Augustana University. Outside of his advisory work, Donovan serves as the head coach of the Blake Bears junior varsity hockey team, mentoring youth athletes and designing practice plans. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Freiderich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Advisors. Kathleen is also a commissioned notary in the state of Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

David Webb is a Series 66-licensed financial advisor at UBS Financial Services in Wayzata, MN, with five years of industry experience. Before joining UBS in 2019, he worked at General Purpose Movers and the Eau Claire Area School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jonathan Hemmesch is a financial advisor with Edelman Financial Engines in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and BerganKDV Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ryan Alstead is a Series 66 licensed financial advisor with RBC Capital Markets in Wayzata, Minnesota, bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of Wayzata Plymouth Youth Football, where he is responsible for purchasing football equipment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jill Kragthorpe is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of her advisory role, she owns and operates Jill Kragthorpe Photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Hindermann is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Angela Mather is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with clients to help them grow and protect their wealth through a structured five-step financial planning process. This process includes understanding clients' current financial situations, creating written financial plans, proposing strategies, implementing next steps, and monitoring the plan as financial and life events occur. Angela has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2009, including Financial Consultant, Investments Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Client Service Associate at Raymond James and Associates from 2007 to 2009. She holds a California Insurance License. Outside of her professional work, Angela enjoys cooking and baking, participating in family activities, and engaging in outdoor pursuits such as hiking, running, yoga, and other outdoor adventures.

Michael Walker is a financial advisor at UBS Financial Services with 27 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining UBS in 2019. He holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based allocations to tailor investment plans according to clients’ goals and risk tolerances.

Yevgeniy Drozdov is a financial advisor with Charles Schwab in Wayzata, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and its affiliated bank since 2016, following a brief tenure at Ameriprise. Drozdov serves as a board member for a nonprofit Slavic church and participates on the Business and Finance Committee of the Minnesota CFA Society. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its wrap fee program and managed-account offerings, combining brokerage, custody, and advisory services in an integrated platform with a mix of non-discretionary and discretionary investment solutions.

Peter Vickery is a CFP®-designated financial advisor with Merrill in Wayzata, MN, with 47 years of industry experience. He has been with Merrill since 1978 and Bank of America since 2009. Outside of his advisory role, he serves as a City Council Member for Minnetrista, Minnesota, where he participates in local government oversight. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at multiple firms including Avantax and currently maintains a role with TruPlan Financial Advisors as a Qualified Plan Specialist overseeing small business 401(k) and similar retirement plans. In addition to his advisory work, he is involved as an owner of Coming In Hot Racing LLC, which manages thoroughbred racing interests. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.