Reese Lang is a financial advisor with Ameriprise in Loretto, MN, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including nearly three decades with Ameriprise Financial Services, Inc. Outside of advising, Lang is involved in agricultural operations through Lang Farms and serves as president of the Wild Wings Sportsman's Club, a land conservation and sportsman's organization. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed, research-based recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, combining algorithmic and expert oversight in its retirement planning approach.

Zachary Muckenhirn is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background that includes roles with several professional baseball teams. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Eric Thompson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of Hirshfield's, Inc., a home decorating company. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and portfolio management services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

Gary Hansen is a financial advisor with UBS Financial Services in Chanhassen, MN, holding Series 63 and Series 66 registrations and 30 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, Hansen is involved with the Mae and Sylvester Weiss Foundation, which distributes grants annually. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets and lending services.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Peter Kolar is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with RBC Capital Markets since 2014. Outside of his advisory role, Peter serves on the Philanthropic Advisory Council of the Masonic Institute for the Developing Brain and is a board member of the Orono Youth Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of in-house and third-party investment resources.

Brian Larson is a CFA® charterholder with 32 years of industry experience. He is currently a financial advisor at Morgan Stanley in Wayzata, MN, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson serves as a board member of the Excelsior Morning Rotary, a community organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm employs a structured financial planning process supported by firm-approved tools and serves clients with a wide range of investment and planning services.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.

Andrew Lundeen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Maxwell Borst is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining RBC, he worked at LoCorr Funds and held roles at several other organizations including St. John's University and LPL Financial LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and incorporates both in-house and third-party investment managers.

Molly Padmore is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2006 and has worked at U.S. Bancorp Piper Jaffray Inc since 2001. Outside of her advisory role, she has worked as a sales associate at Crate and Barrel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Lance Steinke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Bank of America, NA, and Merrill Lynch, where he worked for 15 and 17 years respectively. Outside of his advisory work, he owns a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through both meetings and written summaries.

Barbara Gapinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent two years with UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Evan Erickson is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Ameriprise Financial Services, LLC, and Wells Fargo Bank, N.A. Prior to his financial career, he was employed at Gustavus Adolphus College for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Daniel Fritz is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2006. Fritz serves on the Board of Directors for the University of Minnesota Fraternity Purchasing Association, advising student leaders. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Brennan Burchill is a Series 66-licensed financial advisor with LPL Financial in Hamel, MN, bringing five years of industry experience. His career includes seven years at LPL Financial, following roles at Coverall, Doctible, Pearl Forwarding, and service in the United States Navy. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research tools.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Frederick Frederickson is a CFP® professional with 30 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Frederickson holds Series 63 and Series 65 licenses. Outside of his advisory role, he holds a 25% ownership interest in Dutch's Den, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to inform its investment strategies while providing both brokerage and advisory solutions.