Erik Griep is a financial advisor at Ameriprise Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Williamson is a financial advisor with Edward Jones in River Falls, WI, holding a Series 63 designation and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he serves as a trustee of the Kenneth O Ruud Trust and is a partner in Marsh Creek LLC; he also owns hunting land in South Dakota through Pheasant Run Properties LLC. 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 advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Matt Wahl is a financial advisor with Ameriprise in Eagan, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked with AmeriCorps and has experience in the hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling with algorithmic tools to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Daniel Montalbano is a financial advisor with Cetera and holds the Series 66 designation. He has one year of industry experience and previously worked with Avantax Advisory Services, Avantax Investment Services Inc, and MFG Financial Advisors. Outside of advising, he has been involved with MFG Financial Advisors as a Wealth Management Assistant, supporting financial planning and tax services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

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.

Christopher Shuck is a financial advisor with MassMutual Investors Services in Woodbury, MN, holding CFP® and ChFC® designations and 18 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2014. Shuck is also the owner of Shuck Wealth Management, LLC. MassMutual Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars through a structured, collaborative planning process that typically involves recommending investment categories and strategies.

Peter Ruhl is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement-income planning and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Joan Nowicki is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds the Series 63 designation and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Robert Pakkala is a financial advisor with Osaic in Woodbury, MN, holding a Series 66 designation and 28 years of industry experience. He previously worked for Woodbury Financial Service, Inc. for 20 years before joining Osaic in 2024. Outside of his advisory work, he owns Pak's Tax and Accounting Service, providing tax preparation and accounting services to individuals and businesses. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a comprehensive portfolio construction process that includes discretionary and non-discretionary management options and access to third-party money managers.

Lynn Kaye is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial since 2009. She operates in Afton, MN, and holds the Series 63 and Series 65 licenses. In addition to her advisory role, she maintains a notary service approved by the state and county of Minnesota. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced research tools.

Kristopher Staples is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at First Allied Advisory Services and First Allied Securities for eight years. Outside of his advisory role, he operates a non-variable insurance business through Staples Financial, Inc. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Blake Peterson is a CFP®-certified financial advisor at Ameriprise with 24 years of industry experience. He previously worked at The Huntington Investment Company and RBC Capital Markets. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Wulf is a financial advisor at Ameriprise with 38 years of industry experience. He holds the CFP® and Series 63 designations and has been with Ameriprise and its affiliated entities since 1987. Outside of his advisory role, he co-owns GMW Management LLC and consults through Gavin Craig LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized team, with a focus on assets held in Ameriprise-managed accounts.

Paul Traczyk is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns MOCA Wealth Management LLC, an independent investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold and integrates advisory services with banking and other financial products.

Granville Jordan is a financial advisor with Fidelity who holds Series 63, 65, and 66 credentials and has 24 years of industry experience. His career includes roles at Fidelity Investments and Diversified Investors Securities Corp. He serves as Secretary of the World Barbarian Foundation RFC, a rugby organization, and is Vice President of the condo board at Mews at City Walk in Woodbury, Minnesota. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Edward Kozak Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Voya Financial Advisors, Principal Financial Services, and Woodbury Financial Services. Since 2012, he has been involved with Sycamore Wealth Management and SYCAMORE INSURANCE GROUP. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides brokerage and advisory services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions.

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.