Christopher Pidel is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020, after 34 years with Ameriprise Financial Services, Inc. He is a trustee and treasurer on the board of The For Jake's Sake Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Schuyler Olson is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2024 to 2025 and 2022 to 2024, respectively. His career in financial advising began in 2018, with roles at Edward Jones, Primerica Financial Services, and Equitable Advisors, LLC. In his current role, Schuyler works closely with clients to help them understand their financial position and develop strategies tailored to their goals within a complex environment. He emphasizes education and collaboration to create plans that clients feel comfortable with. Outside of his professional work, Schuyler has interests in board games, camping, hiking, military service, pets, and volunteering.

Matthew Showalter is a CFP®-certified financial advisor with 35 years of industry experience. He has been associated with Merrill since 1990 and has worked concurrently at Bank of America, NA since 2009. He holds Series 63 and Series 65 licenses and is based in Saint Paul, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Jeffrey Angel is a Certified Financial Planner (CFP®) with 35 years of industry experience. He has been associated with Ameriprise since 1991 and currently works at their White Bear Lake, MN office. Ameriprise Financial Services is a large, diversified advisory firm that serves 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Mark Knudson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Securian Financial Services and CRI Securities. In addition to his role at Cetera, he is involved as a financial professional with North Star Resource Group. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving a diverse client base, offering a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.

Sheena Prescott is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and previously worked at Avantax Advisory Services and the Minnesota Department of Revenue. She is also president of Gwizdala & Associates, Inc, a tax preparation and accounting firm providing services such as tax return preparation, bookkeeping, and small business tax advice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jake Ulrich is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked in various roles including managing retail sales at a golf shop. Outside of advising, he is involved with Oak Glen Golf in Stillwater, Minnesota, where he manages golf shop operations and retail sales. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Andrew Bjorklund is a financial advisor with LPL Financial based in Roseville, MN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior experience includes roles at OSAIC, SagePoint Financial Inc., and Five Star Financial Resources. Outside of his advisory work, he maintains a cryptocurrency account but has not actively traded since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and advisory services with a range of investment strategies, supported by extensive operational tools and a large network of over 22,800 advisors.

Erik Lindgren is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. He previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 20 years. Outside of his advisory role, Lindgren is involved as an artist and musician with Gastown Alley in St. Anthony, 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 a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party management, and customized strategies.

Marc Haverkamp is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to joining LPL, he worked at Ernst & Young LLP for six years. Outside of his advisory role, he is involved in tax preparation and accounting services through several related business activities. 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 asset management solutions, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by advanced operational tools.

Dobby O'Donnell is a financial advisor with Edward Jones in Mendota Heights, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked in the hospitality industry at various firms including Great Wolf Lodge, Drury Hotels, and Aimbridge Hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

James Deutsch is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Securian Financial Services Inc, CRI Securities LLC, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across diverse program structures.

Peter Anderson is a CFP® professional with 39 years of industry experience. He is affiliated with OSAIC and has worked previously at Financial Dimensions Group, Inc. for 23 years. Outside of advisory work, Anderson is a shareholder in Peteyfish LLC, which invests in McMurray Medical, a startup developing a patented intubation device for medical professionals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple advisory platforms to construct portfolios across various asset classes.

Punnarin Koy is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliates since 1993. Outside of his advisory role, he owns and teaches at the Minnesota Taekwondo Center and serves as Vice President on the board of the Southeast Asian Refugee Community Home. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm operates as a large institution offering a broad range of advisory, brokerage, and insurance solutions.

Lindsay Rasmussen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. Prior to joining Thrivent in 2021, Rasmussen worked for Medtronic, Inc. from 2006 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, and estate planning, with options to combine planning and managed-account services under its WealthPlan program.

Frank Leslie is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Wells Fargo Advisors since 2014, with prior roles at Wells Fargo Clearing. Outside of his advisory role, he owns and operates FPL Finance, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through discrete engagements.

Austin Rothstein is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms including North Star Resource Group and Minnesota Life Insurance Co. Outside of advisory roles, he participates in a local business networking group. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides flexible investment program options including model portfolios, third-party managers, and bespoke strategies.

Peter Tartaro is a CFP®-designated financial advisor with 18 years of industry experience, currently serving at Cetera. He has held positions at several firms including CRI Securities, Securian Financial Services, Minnesota Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory role, Tartaro is a director for the Knights of Columbus and serves as treasurer and vice president of a Toastmasters International club. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning solutions.

John Conlin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2016. Conlin serves on the Northrop Advisory Board for the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, utilizing both in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Ryan Rambacher is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He works closely with a select group of families and business owners to provide personalized financial advice and planning, focusing on understanding life priorities and creating strategies aligned with clients' long-term goals and aspirations. His approach emphasizes asking insightful questions to tailor wealth management plans that address unique opportunities and challenges. Ryan's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. He and his team leverage Merrill Lynch's investment experience and the banking strength of Bank of America to execute plans at a high level. He holds a Bachelor's Degree in Finance and Economics from the University of Wisconsin System and the Professional Investment Advisor (PIA) designation. Ryan lives in Stillwater, MN with his wife Andrea, daughter Zoe, son Carter, and their Alaskan Klee Kai, Scooby Doo. In his personal time, he enjoys antiquing, boating, fishing, football, golfing, gymnastics, pickleball, running, spending time with family, and watching movies.