Theresa Mederich is a Financial Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she held positions at Fidelity Investments including Investment Consultant in 2025, Planning Consultant from 2022 to 2025, Relationship Manager from 2021 to 2022, and Financial Representative in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Theresa focuses on developing personalized and holistic financial plans by understanding her clients' goals, priorities, and preferences. She aims to simplify the complexities of personal finance to help clients work toward their financial objectives. Outside of her professional activities, Theresa enjoys cooking and baking, exploring culinary interests as a foodie, spending time with pets, attending theater, and traveling.

Martin Andreasen is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has worked at Royal Alliance since 2012. Outside of his advisory work, he co-owns Andreasen Photography, a business focused on photography services. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a range of managed account programs.

Jessica Dittrich is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015. Outside of her advisory role, she serves as the unpaid president of the Maple Crest Dock Association, where she handles deposits and pays bills. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Reid Smith Wessel is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of experience. His prior roles include work at Stacey & Jacobsen, LLP, and involvement with the St. Croix Valley Habitat for Humanity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, employer-sponsored retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services through a large network of investment adviser representatives.

David Kornhauser is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Navellier & Associates. Based in Wayzata, MN, Kornhauser has been with UBS since 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kent Scholten is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on developing strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and financial goals. Kent partners with individuals, families, and business owners to help them pursue both short- and long-term objectives through a consultative and relationship-driven approach. His areas of expertise include investments, retirement planning, estate planning, philanthropy, corporate benefits, education planning, personal retirement planning, special needs planning strategies, and retirement income. Kent holds a bachelor's degree in Economics from the University of Wisconsin-Madison and holds the Personal Investment Advisor (PIA) designation. Kent has been actively involved in community initiatives, serving in board and leadership roles with Hammer Residences, Hammer Travel, and the Minnesota Council on Economic Education. He also volunteers at Mount Olivet Lutheran Church, where he is a member. Kent and his family reside in Excelsior, Minnesota.

Steven Heimermann is a CFP® with 17 years of experience in financial advising. He is currently with Ameriprise in Wayzata, MN, and has prior experience at Northern Trust, Midwestone Bank, LPL Financial LLC, and other financial institutions. He serves as Head of Wealth for MidWestOne Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research, third-party data, and algorithmic tools to provide tailored recommendations.

Molly Maher is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she has been involved with community organizations including the Hastings Family Aquatic Center and Duluth Heritage Sports Center. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Tatiana Soto is a financial advisor at Merrill with Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2014. Merrill, together 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 for individuals, high-net-worth clients, and various institutional investors.

Dustin Neumann is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked with UBS Financial Services since 2015 and was previously with Wells Fargo Clearing. Dustin is based in Wayzata, MN. UBS Financial Services Inc. 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 and provides research and capital markets solutions to support its advisory network.

Sarah Kyles is a CFP®-certified financial advisor with 10 years of industry experience. She is currently affiliated with Cetera and has worked at firms including Wells Fargo Clearing and Avantax Investment Services. Her experience includes roles at MRK Financial Solutions and TruPlan Financial Advisors, where she provides financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Steven Schmidt is a CFP®-credentialed financial advisor with five years of industry experience, currently with LPL Enterprise. His prior experience includes roles at Ameriprise and positions outside the financial industry, including at Comcast and Target. He serves on the boards of two nonprofit organizations, Theta Chi Alumni Housing Corporation and The Regulator Society. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and other entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and a wrap program, while also facilitating insurance and non-securities products through affiliated entities.

Martin Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015 respectively. Outside of his advisory role, he manages farming operations on a farm and farmhouse in Long Lake, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process and offers access to investment and estate planning strategies.

Tyler Dueber is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Measurement Technology Laboratories for four years. He is also an Operations Development Associate at AdvisorNet Financial, where he supports financial advisors by processing compliance paperwork and evaluating data from custodian websites. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and customized investment strategies.

David Comstock is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo. In addition to his advisory role, he works as a relationship manager with Prosperwell Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs.

James Brown III is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 designations and bringing five years of industry experience. Before joining LPL Enterprise in 2025, he worked at Bankers Life and Bankers Life Securities from 2017 to 2025. In addition to his advisory work, he is involved with Veritas Insurance Advisors, focusing on non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Leif Engen is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial planning and investment management services. Leif holds a Bachelor's Degree from Gustavus Adolphus College.