Peter Vickery is a financial advisor at Merrill with Series 63 and Series 65 designations and 47 years of industry experience. He has been with Merrill since 1978 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a City Council member for Minnetrista, Minnesota. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

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 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at Avantax and TruPlan Financial Advisors, among others. He is also an owner of Coming In Hot Racing LLC, a horse racing entity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and unaffiliated third-party money managers.

Brendan Skarda is a Financial Advisor with the A&V Wealth Management Group at Merrill Lynch Wealth Management, based in the Minneapolis office. He holds the designation of CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA), guiding clients through complex financial decisions by integrating personalized advice with the capabilities of Merrill and Bank of America. Brendan specializes in college education planning, legacy planning, and personal retirement planning. Prior to his current role, Brendan worked as a Corporate Banking Analyst within Wells Fargo's Financial Institutions Group, where he supported financing activities, relationship, and portfolio management across asset management and insurance verticals. He assisted Fortune 500 and Middle Market companies in achieving their financial and strategic goals. He joined Merrill in 2024 as a Wealth Management Client Associate and transitioned to a Financial Advisor role in 2026. Brendan earned a Bachelor of Arts in Economics with a minor in Finance from Tufts University, graduating Cum Laude. During his time at Tufts, he played Varsity Men’s Hockey, earned all-academic NESCAC honors, and participated in the Tufts Financial Group. Outside of his professional work, Brendan enjoys spending time with family and friends, coaching Minnetonka Bantam AA youth hockey, fishing, golfing, ice hockey, and pickleball.

Angela Krumme is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Wayzata, MN. She has nine years of industry experience, including a prior role at Wells Fargo Advisors, LLC. She serves as a trustee for The Chmielewski Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Feldmeier is a CFP® professional with 15 years of industry experience, currently serving at MassMutual Investors Services in Plymouth, MN. He has been with MassMutual Insurance Company and MassMutual Investors Services since 2010. Feldmeier is also a board member of the Highland Friendship Club, a nonprofit organization. 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 offers collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

Robert Christman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, RBC Capital Markets, U.S. Bancorp Investments, TD Ameritrade, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Nate Meyer is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2025, including Investment Consultant, Financial Representative, Planning Consultant, and Relationship Manager. His experience within the company has provided him with insight into helping clients navigate the complexities of personal finance. Nate emphasizes understanding his clients' goals, values, and unique circumstances to develop personalized financial plans. He aims to assist clients in balancing financial decisions with the demands of everyday life and strives to make a meaningful impact in their lives. Outside of his professional work, Nate has interests in fitness, food, football, social events with friends, golf, and traveling.

Whitney Ward is a Series 66 registered financial advisor with UBS Financial Services in Wayzata, MN, with six years of industry experience. Prior to joining UBS in 2019, Whitney worked at UnitedHealthcare and Optum. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

James Strate is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been helping clients with their personal and financial goals for 19 years, assisting them in establishing, analyzing, developing, and maintaining their financial plans and investment strategies. His approach is collaborative, taking into account his clients' priorities and expectations. Prior to his current role, James worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013 and served as a Registered Representative at Woodbury Financial in 2006. He holds a California Insurance License. Outside of his professional work, James enjoys biking, family activities, golf, parenthood, snowboarding, and traveling.

John Kvamme is a CFP®-certified financial advisor with nine years of industry experience, currently with Morgan Stanley in Wayzata, MN. His prior roles include positions at Associated Investment Services, Inc. and Associated Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and procedures. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Andrew Lindell Sr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes eight years with the Bloomington School District. Charles Schwab 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Max Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015 as a member of The Boyd Team. He specializes in developing tailored wealth management strategies for affluent individuals to help them achieve their unique financial goals. Max offers a range of services including budgeting, investment education, trust and estate planning, alternative investments, and tax-minimization strategies. He focuses on client segments such as Corporate Executive Services, Family Wealth Management, Legacy Planning, Managing New Wealth, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Max earned a bachelor's degree in economics and labor and employment relations from Pennsylvania State University, where he graduated with high distinction. During his university years, he played on the varsity hockey team and was actively involved in THON, an organization dedicated to raising funds and awareness for pediatric cancer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in St. Louis Park, Max continues his community involvement through volunteer coaching with Minnetonka Youth Hockey. In his personal time, he enjoys playing hockey, golf, tennis, and spending time outdoors with his family.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

Joshua Smith is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles in education and retail, as well as involvement with Covenant Pines Bible Camp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support collaborative, annual planning relationships.

Natalie Sweazey is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at RBC Capital Markets and Wells Fargo Clearing from 2015 to the present. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Eric Ebeling is a financial advisor with Thrivent Investment Management in Buffalo, MN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017 and previously worked at Marco Inc and Neil's Plumbing. Outside of his advisory role, he manages the finances of land enrolled in the Conservation Reserve Program. 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 but does not provide portfolio management for institutional clients, focusing instead on delivering written recommendations across a wide range of financial topics.

Ryan Morton is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on assisting clients with retirement planning and customizing investment strategies to help achieve their financial goals. He emphasizes detailed future planning and making confident decisions in the present to support clients' personal objectives. Ryan has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information about his education, credentials, personal interests, or community involvement has been provided.

Craig Jergenson is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. Additionally, he has operated Coach Craig Jergenson as a separate business since 1994. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.