Michael Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has 22 years of industry experience, including 17 years with Ameriprise Financial Services, Inc. Outside of advising, he is involved in managing a healthy food and beverage company, Sun & Soil Health Co., LLC, and operates a business, Lucky's P, LLC. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Xy Johnson is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Johnson worked at The Prudential Insurance Company of America and Pruco Securities LLC. Johnson also operates an individual health insurance business focusing on Medicare, dental, vision, prescription, and critical illness coverage. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors, and it offers services including financial planning, asset management access, and insurance product facilitation.

Chad Rediske is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes positions at The Prudential Insurance Company of America, Thrivent Financial, PFS Investments Inc, and Primerica. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and financial planning services, and also facilitates insurance product sales through affiliated entities.

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.

Erik Swenson is a financial advisor with Ameriprise in W St Paul, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary Recommendation Reports, supported by a centralized consulting team and algorithmic tools.

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.

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.

Michael Dube is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 63 designation and 24 years of industry experience, all with Edward Jones since 2002. His outside business activities include no responsibilities reported with ConocoPhillips and Hess Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Christopher Chung is a financial advisor with Edward Jones in Mendota Heights, MN, holding the Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Kyra Cyr is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds, and has experience as a nanny and homemaker. 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, supported by a large nationwide network of financial advisors and branch offices.

Emily Trautwein is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2023 and previously spent nine years at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she is involved in agricultural business ventures and owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies with multiple custody and platform options.

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.

James Chase is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with notable roles in commodity pool operations, fund advising, and the use of AI in its investment processes.