Chloe Maiers is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their Financial Consultants to develop financial plans tailored to individual goals. She emphasizes a collaborative planning process that considers each client's unique preferences and background to co-create confident financial strategies. Chloe is dedicated to supporting clients throughout all stages of life to help them work toward their financial objectives. Since joining Fidelity Investments in 2015, Chloe has held several roles including Client Services Associate, High Net Worth Service Associate, Relationship Manager, and currently, Planning Consultant. This progression reflects her extensive experience within the firm and her expertise in client relationship management and financial planning. Outside of her professional role, Chloe enjoys attending concerts, cooking and baking, hiking, visiting museums, engaging with music, and participating in outdoor adventures.

Jamer Yaggie is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at First International Bank and Trust, Principal, and media companies. Outside of advisory work, he is a limited partner in an agricultural grain elevator. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Richard Vandyke is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in developing insurance solutions through River Valley Wealth Management, where he also acts as a broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Eva Lotta Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She has worked at Wells Fargo Advisors since 2019 and previously held roles at Wells Fargo Bank NA and as a homemaker. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gregory Idelkope is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for 13 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, utilizing a centralized consulting team that combines research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Courtney Cotter is a financial advisor at Ameriprise with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise and The Oak Ridge Financial Services Group. Cotter serves as a volunteer judge for the SIFMA Foundation's InvestWrite Program, evaluating student essays on portfolio management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Lucas Blesener is a financial advisor with Edward Jones in Eagan, MN, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he serves as a board member of the Mendakota Country Club in Mendota Heights, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Andrew Huss is a financial advisor at Edward Jones in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at SAP for five years and Pearson VUE for six years. Outside of his advisory role, Huss serves as president of the St. Benedict Saints Baseball Association, a youth and amateur baseball organization in Savage, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kimberly Osborne is a Series 66 licensed financial advisor with Edward Jones in Apple Valley, MN, where she has worked since 2015. She has two years of industry experience. Outside of her advisory role, she works as a consultant providing skin care and makeup products through direct sales. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and offers a range of investment strategies and affiliated financial services.

Bruce Hill is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. Prior to joining LPL in 2026, he worked at OSAIC for two years and Woodbury Financial Services, Inc. for 19 years. Outside of his advisory role, Hill is involved in coaching high school hockey teams for South Washington County Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of advisors utilizing model portfolios and customized strategies.

Ann Hoen is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. Her prior roles include positions at RBC Capital Markets and RBC Capital Markets, LLC. Outside of her advisory work, she is involved as an independent contractor in direct sales for jewelry and cleaning supply businesses. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing a combination of manager-traded and model-traded strategies, tax management, and internal research tools, including the use of artificial intelligence.

Lori Gile is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked with The Haddorff Team, Robert Haddorff, Ryan Haddorff, various insurance carriers, and Waddell & Reed, Inc. Her activities have included work related to non-variable insurance and maintaining a DBA for her LPL business. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Kathryn Stark is a financial advisor with Ameriprise in Stillwater, MN, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of finance, she co-owns Sequence Biomechanics Performance Lab, a sports motion capture and analysis business. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Howe is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He is based in Chaska, MN, and has involvement outside of finance as a musician, performing in multiple musical groups that often support local charities. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions through affiliated entities.

Frank Ell is a CFP® certified financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation and has been associated with Burns Brothers Financial Group since 1986, where he is also involved in tax preparation and accounting services. He performs notary functions and holds an independent insurance license related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad non-advisory financial services platform.

David Schmitz is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as treasurer of North 20 Brewing Company, a nano-brewery he co-founded with family members in Rosemount, Minnesota. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager selections.

Kevin Schultz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank, BMO Bank, and U.S. Trust. 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 offers a broad range of brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Jerald Prostrollo is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 30 years. He also owns Prostrollo Wealth Advisors, Inc., an investment-related business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers specialized planning in areas such as retirement, education, risk, business-owner transitions, and other niche services, using proprietary research and tools to develop customized recommendations.

Jerrod Resseman is a Series 66 credentialed financial advisor with Edward Jones in Eagan, MN, where he has nine years of industry experience. Before joining Edward Jones in 2017, he worked at Red Robin International from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branches across the United States.

Tyler Peterson is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise Financial Services, Wells Fargo, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and offers a range of strategies that may include ESG considerations.