Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Maria Regina Herfindahl is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Ave Maria University and Hawkinson Construction. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Jaeson Morrison is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Thrivent Financial since 2020 and positions with the City of Northfield and the City of Richfield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its approach involves holistic, goal-based planning focused on various financial topics, delivered separately from portfolio management and with periodic reviews.

Lem Amen is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants in helping clients align their personal and financial goals. He assists clients in increasing their financial literacy, which is essential for designing and implementing plans focused on wealth accumulation, preservation, or balancing both objectives. Prior to his current role, Lem worked as a Relationship Manager at Fidelity Investments from 2021 to 2023. Before that, he was an Analyst at JP Morgan Private Bank from 2020 to 2021. Lem holds a California Insurance License.

Timothy Scovell is a CFP®-designated financial advisor with Charles Schwab, based in Edina, MN. He has 24 years of industry experience, including 20 years with Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Kyle Kirsch is a financial advisor at Equitable Advisors with 34 years of industry experience. He has been with the firm and its predecessor, AXA Advisors, since 1999. Outside of his advisory role, Kirsch serves as a board director for Quinns Cup and holds various trustee and treasurer positions in community organizations. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth individuals, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both advisory and brokerage solutions with a focus on LPL-sponsored programs.

Deborah Zeller is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes both internal research and artificial intelligence tools in client advisory.

Abigail Campbell is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the CFP® and Series 66 designations. Campbell has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than is typical for large institutional advisers.

Cathy Prose is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a methodology that includes research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Tracy Johns is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Edina, MN. She has been with Wells Fargo Advisors and its affiliated entities since 2011, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Karen Wobken is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked with Wayne Hummer/Focused Investments for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Drew Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2024, he held roles at Edina Country Club, Patterson Dental, Proto Labs, and Saint John's University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fee-based financial planning and discretionary portfolio management.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Jason Lane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, Lane owns and manages several business entities and serves as an at-large member on the EHS Class of 1995 Reunion Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and research-driven advice to support its clients’ retirement planning needs.

Sylvester Thomas Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior work includes roles at Foresters Financial Services and Securian Financial Services, Inc. Outside of his advisory work, he is involved in managing rental property. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Evans Connelly IV is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with UBS Financial Services in Bloomington, MN since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.