Kyler Harder is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mass Mutual and its affiliated insurance company since 2012. Outside of his advisory role, he owns and manages businesses involved in equipment rentals and aircraft leasing. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Henry Larson is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and previously worked at Pensions & Investments and within the education sector at Orono Public Schools and the University of Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Erin Neutz is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Tucker Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management, a position he has held since 2013. He specializes in Goals Based Wealth Management planning and is involved in introducing new technology tools offered by Merrill to clients. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Tucker holds a Bachelor's Degree in Business from the University of St. Thomas. He is a Personal Investment Advisor (PIA) and is a member of the professional organization Folds of Honor Minnesota, in which he also participates as part of his community involvement. Tucker resides in Edina with his wife and their baby daughter, born in March 2022. The family attends Our Lady Of Grace Church. Outside of work, Tucker enjoys a variety of outdoor activities such as boating, golfing, ice hockey, pickleball, skiing, surfing, and tennis. He is also active in the community, volunteering his time and serving on the board of a local non-profit. When not in the office, Tucker enjoys skiing in Vail and spending time at their family cabin in Crosslake, Minnesota.

Stacy Dawson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She worked at Merrill from 2010 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Keri Burton is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is a partner in a consulting business focused on business development for nonprofits. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.

Kevin Fruechte is a Series 66-credentialed financial advisor with LPL Financial, based in Bloomington, MN, and has 10 years of industry experience. He has been with LPL Financial since 2016. 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 portfolios, third-party asset management, and institutional platforms, supported by a broad network of more than 22,800 advisors.

Michael Miller is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2006. Outside of his advisory role, he owns Son Light Productions, a nonprofit video production company that creates content to help organizations communicate their messages. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Todd Stangeland is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His background includes roles at AmerLife, LLC dba Sterlingbridge Insurance Agency, Small Business Insurance Agency, and Cetera Wealth Services. Outside of advisory work, he serves as a trustee and power of attorney for his mother’s estate. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering various discretionary and non-discretionary investment program options.

Michael Goff is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and Securities America, Inc. from 2015 to 2024. Goff also operates Goff, Pruitt & Associates, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools, risk-tolerance assessments, and various investment options to construct portfolios managed on discretionary or non-discretionary bases.

Chris Amsden is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop holistic financial plans tailored to their individual needs and preferences. He leverages Fidelity's extensive planning expertise and offers clients a broad range of tools, strategies, and services. Chris has experience in various roles within Fidelity Investments, including Investment Consultant, Planning Consultant, and Investment Solutions Representative from 2021 to 2024. Prior to joining Fidelity, he worked in Capital Markets Trading at Ameriprise Financial Services from 2019 to 2021.

Joseph Plank is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Wells Fargo Advisors in 2025, he worked at Bank of America and Merrill from 2016 to 2025. He also owns WILD BLUE ADVISOR LLC, a financial planning business based in Excelsior, MN. 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, including specialized services such as business-owner transition and special-needs planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Jonathan Deckenbach is a CFP® professional affiliated with RBC Capital Markets, with 16 years of industry experience. He has been with RBC Capital Markets since 2006 and also works with City National Bank since 2024. Outside of finance, he is the passive owner of a butterfly farm in Costa Rica. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jeremy Bosch is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior work with Northwestern Mutual Investment Management. Bosch is also an agent with Wealth Logic, Inc., a company involved in life and health insurance sales, which he owns. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analysis tools.

Cheri Mchugo is a financial advisor at Morgan Stanley with 11 years of industry experience and a Series 66 designation. She previously worked at Ameriprise Financial Services Inc. before joining Morgan Stanley in 2017. Outside of her advisory role, she owns and operates an agricultural land parcel in Henning, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and scenario modeling.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

Mitchell Bebus is an Investment Consultant currently working at Fidelity Investments. In this role, he collaborates with clients to develop financial plans that align with their financial goals. Mitchell has accumulated professional experience in the financial services industry, including positions as a Relationship Manager and Financial Representative at Fidelity Investments from 2021 through 2023, as well as prior experience as a Financial Advisor at Northwestern Mutual from 2014 to 2019. Outside of his professional career, Mitchell has interests that include comedy, concerts, family activities, golf, military service, and movies.

Madeline Doyle is a financial advisor at LPL Enterprise with one year of industry experience. She holds the Series 66 designation and has a background that includes outside employment with Day Block Brewing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and other entities. The firm utilizes model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Chris Beck is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America Inc for ten years. Beck is also an insurance agent involved in insurance sales. OSAIC serves a broad range of clients, including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers and employs various investment tools and third-party platforms to construct diversified portfolios.

Jonathan Hess is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.