Lem Amen is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants in helping clients align their personal and financial goals. He assists clients in increasing their financial literacy, which is essential for designing and implementing plans focused on wealth accumulation, preservation, or balancing both objectives. Prior to his current role, Lem worked as a Relationship Manager at Fidelity Investments from 2021 to 2023. Before that, he was an Analyst at JP Morgan Private Bank from 2020 to 2021. Lem holds a California Insurance License.

Christopher Chung is a financial advisor with Edward Jones in Mendota Heights, MN, holding the Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2016. 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 strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Scovell is a CFP®-designated financial advisor with Charles Schwab, based in Edina, MN. He has 24 years of industry experience, including 20 years with Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Kyle Kirsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, Kirsch serves as a board director for Quinns Cup and treasurer for the Edina Flats HOA Board, among other business and fiduciary activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and uses a range of third-party and proprietary program models to implement client strategies.

Deborah Zeller is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes both internal research and artificial intelligence tools in client advisory.

Cathy Prose is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a methodology that includes research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Christopher Hultstrand is a financial advisor with Ameriprise who holds a Series 66 designation and has 25 years of industry experience. He has worked with Ameriprise and its affiliate since 2001, serving in his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Tracy Johns is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. Prior to this role, she worked for Wells Fargo Clearing for 10 years and Wells Fargo Investments, LLC for 6 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, utilizing research and planning tools to develop customized recommendations.

Peter Ruhl is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement-income planning and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Karen Wobken is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. She has worked at Wayne Hummer/Focused Investments since 2005 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by proprietary research and technology tools.

Charles Bremer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, previously affiliated with AXA Advisors. Outside of his advisory work, he operated Ruby's Homemade, LLC for ten years and established a new DBA called Canopy Financial Group in 2018. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a model-driven approach that incorporates third-party asset managers and advisory platforms, and it provides a range of investment options alongside ERISA fiduciary services for qualified plans.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jason Lane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, Lane owns and manages several business entities and serves as an at-large member on the EHS Class of 1995 Reunion Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and research-driven advice to support its clients’ retirement planning needs.

Brady Mundahl is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Samuel Martin is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Outside of financial advising, he is employed at Lifetime Fitness, where he prepares food and shakes for members. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Cody Broadwell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors, LLC for one year and has held various other roles outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a wide network of investment adviser representatives.

Eric Brenk is a Series 66-licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Augsburg University and Augsburg College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Justin Noyle is the Vice President and Branch Leader at Fidelity Investments, where he manages a team of associates focused on delivering client experiences aligned with Fidelity's Standards of Care. He has held this leadership role since 2024, following his position as Assistant Branch Leader at Fidelity from 2023 to 2024. Justin's career in financial services began in 2017 as a Financial Solutions Advisor at Merrill Edge. He then served as a Financial Consultant at ETrade from 2018 to 2020 before joining Fidelity as a Financial Consultant, a role he held until 2023. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Justin enjoys beach activities, boating, skiing, traveling, and spending time with family.