Ryan Weinzierl is the Vice President and Branch Leader at the Oakdale Investor Center. In this role, he leads a team of associates dedicated to serving clients by collaborating with planning and investment professionals to co-create and implement financial plans aimed at helping clients achieve their financial goals. He has been with Fidelity Investments since 2020, serving as Vice President and Branch Leader. Prior to this, Ryan held several positions at Ameriprise Financial, including Senior Director of Advisor Business Development from 2015 to 2020, Sales Manager from 2011 to 2015, and Financial Advisor from 2009 to 2011.

Patton Hoffarth is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. Their approach includes restrictive enrollment criteria and investment recommendations influenced by proprietary research and affiliated product partnerships.

Jeffrey Lensing is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise in various capacities since 2013. Outside of his advisory role, he co-owns and operates a small party supply rental business with family members. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Gloria Pozzini is a financial advisor with OSAIC who holds a Series 63 designation and has 40 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and was with Financial Dimensions Group, Inc. from 2001 to 2024. Outside of her advisory roles, she sells life, disability, fixed annuity, and long-term care insurance and assesses clients' existing insurance coverage. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services and employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and the use of discretionary and third-party manager strategies.

William Feiler is a financial advisor at OSAIC with 34 years of industry experience and holds a Series 63 designation. His career includes roles at Woodbury Financial Services, FSC Securities Corporation, Sage Point Financial, and Royal Alliance Associates. Outside of his advisory work, he owns a cattle-raising business where he raises and sells beef cattle. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by various tools and strategies.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of her advisory role, she owns residential rental properties, which are managed by third parties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jasmine Rodriguez is a financial advisor at Wells Fargo Clearing in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2022, including her current role beginning in 2026. Prior to entering the financial industry, her work experience includes roles in retail and food service sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Lilia Kelash is a financial advisor at Ameriprise in Minneapolis, MN, with Series 63 and Series 65 designations and four years of industry experience. Prior to joining Ameriprise in 2022, she worked at Willis Towers Watson and has a diverse background including roles outside the financial industry. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes annual advice and a written Recommendation Report focused on tax-aware withdrawal strategies and dependable income sources. The firm uses a centralized service team and algorithmic tools to develop recommendations tailored to clients with a minimum level of investable assets, operating within a product ecosystem that includes affiliated fund options.

Alexander Whitney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and has been with RBC Capital Markets and its affiliated entities since 2018. Whitney serves on the board of directors for Hixon Properties, Inc., a family-owned real estate development company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Max Hellmann is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Ameriprise, he worked at the University of Wisconsin - Stevens Point and Fastenal. Outside of his advisory role, he competes in fishing tournaments that offer monetary prizes. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which includes written recommendation reports and ongoing tax-aware withdrawal strategies.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Nicholas Rowan is a financial advisor at UBS Financial Services with 28 years of industry experience. He has worked at UBS since 2006 and has a prior background with U.S. Bancorp Piper Jaffray Inc. since 2000. He holds Series 63 and Series 66 licenses and is based in St. Paul, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Bo Chwala is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. and N.I.S. Financial Services, Inc. He has held various positions in sectors including finance and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Nelson is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple investment program options delivered through an extensive affiliate network.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Ann Kirchner is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. She has been with Thrivent Financial and its investment management division since 2016, following a year at Financial Designs, Inc. Outside of her advisory role, Kirchner manages a rental property leased to family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Melvin Evans Jr is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has three years of industry experience. He has worked at several firms including The Prudential Insurance Company of America and Bankers Life, and currently owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, using model-driven investment strategies and offering access to third-party asset managers, with additional services in insurance and trust custody.

Jeffrey Bergerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and owns Bergerson Tax Services, Inc., a tax preparation and planning business. Additionally, he co-produces content for The Fantasy Golf Insider, an informational website on professional and fantasy golf. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Alex Vanden Boogaard is a financial advisor at OSAIC Wealth Inc with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Commonwealth Financial Network, Gallagher Financial Services, Inc., and U.S. Bank Private Wealth Management. He is also involved with Gallagher Financial Services, where he offers and sells fixed insurance products. OSAIC Wealth serves a broad range of retail and institutional clients, providing advisory and brokerage services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various managed portfolio strategies and third-party manager programs.