Joseph Feldmeier is a CFP® professional with 15 years of industry experience, currently serving at MassMutual Investors Services in Plymouth, MN. He has been with MassMutual Insurance Company and MassMutual Investors Services since 2010. Feldmeier is also a board member of the Highland Friendship Club, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

Robert Christman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, RBC Capital Markets, U.S. Bancorp Investments, TD Ameritrade, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Nate Meyer is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2025, including Investment Consultant, Financial Representative, Planning Consultant, and Relationship Manager. His experience within the company has provided him with insight into helping clients navigate the complexities of personal finance. Nate emphasizes understanding his clients' goals, values, and unique circumstances to develop personalized financial plans. He aims to assist clients in balancing financial decisions with the demands of everyday life and strives to make a meaningful impact in their lives. Outside of his professional work, Nate has interests in fitness, food, football, social events with friends, golf, and traveling.

Whitney Ward is a Series 66 registered financial advisor with UBS Financial Services in Wayzata, MN, with six years of industry experience. Prior to joining UBS in 2019, Whitney worked at UnitedHealthcare and Optum. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

James Strate is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been helping clients with their personal and financial goals for 19 years, assisting them in establishing, analyzing, developing, and maintaining their financial plans and investment strategies. His approach is collaborative, taking into account his clients' priorities and expectations. Prior to his current role, James worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013 and served as a Registered Representative at Woodbury Financial in 2006. He holds a California Insurance License. Outside of his professional work, James enjoys biking, family activities, golf, parenthood, snowboarding, and traveling.

John Kvamme is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history includes roles at Associated Investment Services, Inc. and Associated Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Andrew Lindell Sr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes eight years with the Bloomington School District. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Max Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015 as a member of The Boyd Team. He specializes in developing tailored wealth management strategies for affluent individuals to help them achieve their unique financial goals. Max offers a range of services including budgeting, investment education, trust and estate planning, alternative investments, and tax-minimization strategies. He focuses on client segments such as Corporate Executive Services, Family Wealth Management, Legacy Planning, Managing New Wealth, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Max earned a bachelor's degree in economics and labor and employment relations from Pennsylvania State University, where he graduated with high distinction. During his university years, he played on the varsity hockey team and was actively involved in THON, an organization dedicated to raising funds and awareness for pediatric cancer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in St. Louis Park, Max continues his community involvement through volunteer coaching with Minnetonka Youth Hockey. In his personal time, he enjoys playing hockey, golf, tennis, and spending time outdoors with his family.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

Joshua Smith is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His background includes roles in education and retail, as well as involvement with Covenant Pines Bible Camp. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved analytical tools to support collaborative, annual planning relationships.

Natalie Sweazey is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. Her career includes roles at both RBC Capital Markets and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to client risk profiles.

Ryan Morton is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on assisting clients with retirement planning and customizing investment strategies to help achieve their financial goals. He emphasizes detailed future planning and making confident decisions in the present to support clients' personal objectives. Ryan has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information about his education, credentials, personal interests, or community involvement has been provided.

Marc Heagney is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, and Edward Jones. He has also been involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Michael Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he offers a comprehensive approach to managing wealth. He works closely with clients and their families to understand their financial situations and priorities, developing customized wealth management strategies that adapt to changing market conditions. Michael provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. He has built and leads the Levitt Wealth Management Group, assisting clients and their families or businesses in achieving a range of financial objectives. Michael specializes in areas such as divorce transition planning, family wealth management, investment consulting for defined contribution plans, legacy planning, managing new wealth, retirement planning, small business strategies, tax minimization, and retirement income. His expertise has been recognized by Forbes and Shook Research, including a 2022 ranking as a Top Next Generation Wealth Advisor Best in State. Michael holds a Bachelor's Degree from the University of Minnesota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Russian and is involved in community organizations. Outside work, Michael enjoys biking, hiking, running, and playing table tennis.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Blake Bachmeier is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edina Realty and Lululemon. He serves as Vice Chair on the Board of Directors for the Tracy Area Medical Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, applying proprietary research and tools to develop written Recommendation Reports and ongoing advice.

Ashlie Kaess is a financial advisor with Ameriprise in Dayton, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. She owns a single-member LLC established to manage her Ameriprise franchise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement-income recommendations.

Keaton Anderson is a financial advisor at Edward Jones in Waconia, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Teladoc Health for seven years and has additional experience at Receivables Control Corporation and The Toro Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Ryan Carruth is a CFP® professional with 23 years of experience in the financial services industry, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. for nine years. Carruth is also an Enrolled Agent who prepares over 500 tax returns annually and serves as president of the Lakes at Maple Grove Home Owners Association. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.