Veronica Kuechenmeister is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 66 designation with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Schultze is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2026. His prior work history includes roles at Monster Beverage Corporation, Grant Thornton LLP, and the Shakopee Mdewakanton Sioux Community, as well as various positions in the food and service industries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Michael Labelle is a financial advisor with Ameriprise in Cottage Grove, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. 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-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Todd Lins is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior roles at Voya Financial Advisors and Capital Street Financial Services. He is also an independent insurance agent based in St. Paul, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms featuring a multi-manager investment approach.

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Christine Dawly is a financial advisor with Raymond James & Associates and holds Series 63 and Series 66 licenses. She has 26 years of industry experience, including 17 years at Merrill prior to joining Raymond James in 2023. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research to support client-tailored strategies.

Micah Ziemke is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience and previously worked at Ameriprise and Helpstone, Inc. Fidelity’s affiliated Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include serving as a commodity pool operator, advising multiple funds, and employing AI-driven research methods.

Brandon Evens is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked with firms including Wells Fargo and Thrivent Financial. Outside of finance, he operates Evens Drone Operations, a business active since 2020. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

David Lenahan is a financial advisor with UBS Financial Services and holds a Series 66 designation. He has 22 years of industry experience, including 27 years at Merrill prior to joining UBS in 2024. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and institutional trading capabilities with wealth management services.

Charla Turch is a CFP® professional with over 42 years of experience in the financial industry. She is affiliated with OSAIC and has worked with Financial Dimensions Group, Inc. since 2001 and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1997. In addition to her advisory work, she serves as a volunteer finance committee member for St. Charles Borromeo Catholic Church. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct tailored portfolios.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jesse Krongard is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, previously serving as a Financial Representative and then as a Relationship Manager. Jesse works closely with clients to develop personalized financial plans that manage risk and align with their priorities. His professional experience at Fidelity Investments spans several roles, allowing him to build expertise in client relationship management and financial planning. Jesse's approach involves partnering with clients to pursue their financial goals and striving to find strategies aimed at financial success. Outside of his professional work, Jesse's personal interests include bowling, fitness, golf, and snowboarding.

Jennica Hasbargen is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Hasbargen serves as president of the Baudette Curling Club and is the owner and property manager of H&A Properties, LLC. Ameriprise Financial Services is a large 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.

Jen Pietka is a Financial Consultant at Fidelity Investments. She has held multiple roles within the firm, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to joining Fidelity, she worked as an Agent Account Representative at State Farm from 2020 to 2023. Throughout her career, Jen has focused on partnering with clients to plan holistically and support them at various stages of their financial journeys. She aims to be a resource for education and to assist clients in achieving their unique financial goals through appropriate tools, strategies, and relationships. Outside of her professional work, Jen enjoys camping, exploring food, outdoor adventures, skiing, practicing yoga, and spending time with her pets.

Ngoc Thai is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at Merchants Bank and Quali-Mac Inc. Outside of advising, he is involved with Royal Ideas LLC in a non-investment-related capacity. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with advisory solutions delivered through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance products typical of a large institutional provider.

Mark Sobiech is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement planning through a centralized consulting team.

Annette Conley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007, continuing her tenure through its affiliation with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Shawn Eilefson is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation and Series 63 license, and has 31 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and has worked with Financial Dimensions Group, Inc. since 2001. Outside of advisory services, he owns a sole proprietorship offering term life and survivorship life insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to multiple third-party money managers. The firm employs various asset allocation tools and supports multiple investment platforms, including discretionary and non-discretionary account management.