Jolene Pioske Breyer is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2017, including her current role starting in 2020. Outside of her advisory work, she serves as Vice Chair on the Southwest Metro Chamber of Commerce Board of Directors and co-facilitates a local networking group, MEANT, in Minnetonka. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement income recommendations.

Macabe Thoen is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Crown College and Minnewaska Area Schools. Outside of advising, he serves as a shot clock operator for Concordia Academy girls' basketball games. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Krueger is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He also operates as an independent insurance agent and owns Krueger Planning Company, which sells and services insurance, securities, and investment products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Peder Hertsgaard is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he provides private baseball instruction. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services along with financial planning and retirement plan consulting. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Joy Nagle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016 and previously worked at Youngstedts Minnoco & Auto Repair. In addition to her advisory role, she is employed as an associate at NorthStar Asset Management, where she handles account maintenance and client communications. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and access to outside managers.

Robert Liddle is a financial advisor with Cetera and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at Foresters Financial and Foresters Investors Advisory Services. He is the sole owner of Liddle Consulting, a separate business entity for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Eszter Tamas is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, and Ameriprise Financial Services. Tamas has been with Morgan Stanley Smith Barney LLC since 2018. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with an emphasis on advisory roles rather than individual security recommendations.

Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.

Cheri Jewison is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephanie Stuart is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and five years of industry experience. She has been with LPL Financial since 2021 and has prior experience in business ownership through Mealman Enterprises LLC and Morrissey Inc, where she works part-time as a safety coordinator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by a national network of investment adviser representatives.

Richard Gilbert is a CFP® with 29 years of experience in the financial industry. He is currently a financial advisor at Morgan Stanley and previously worked at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Landon Vath is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has worked at Cetera since 2019 and previously spent over three decades at Foresters Financial Services and its affiliated firm. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through various program structures, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Jacob Isaacson is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2006. Outside of his advisory role, he is involved with TPWA Operations LLC, providing client service and administrative support for his Ameriprise practice. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, delivering tailored recommendation reports and combining research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lance Butner is a financial advisor with Ameriprise in Eden Prairie, MN, holding CFP® and ChFC® designations and over 36 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for Benilde St Margaret High School. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement, typically with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart strategies and Social Security options. The firm combines algorithmic automation with personalized oversight and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Erica Stalo is a Series 66-licensed financial advisor with Robert Baird & Co. in Eden Prairie, MN, where she has worked since 2018. She has seven years of industry experience and previously worked at Beloit College and Harper College. Outside of her advisory role, she is a Twitch Affiliate, spending 20 to 40 hours per month on the platform. She is part of the DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with a range of financial planning and portfolio management services. The group customizes strategies to client goals and risk tolerances, offering both traditional and complex investment options along with municipal advisory and public finance services.

Justin Braun is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, LLC, Td Ameritrade, Inc., and Scottrade, Inc. He is based in Edina, MN. Charles Schwab & Co., Inc. serves 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 provides a client relationship model that combines non-discretionary advisory services with access to discretionary separately managed accounts, supported by strategic asset allocation, research, and alternative investment due diligence.

Troy Kurth is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is a contract sales and marketing director at Kurth Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jon Bodin is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 66 designation and ten years of industry experience. He has been with Ameriprise and its affiliated entities since 2017, including six years at Ameriprise itself. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with client advisors.

Marc Heagney is a financial advisor with J.P. Morgan Securities in Chanhassen, MN, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Wells Fargo Bank and Edward Jones. Outside of his advisory work, he is involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and delivers services on a non-discretionary basis through a select group of Wealth Advisors.