Zachary Johnston is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. 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, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

Mike Stevenson currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2025. He previously worked as an Investment Consultant at the same firm from 2024 to 2025. In his current position, he collaborates closely with clients to develop comprehensive financial plans that align with their retirement goals. Mike and his team engage with individuals from diverse backgrounds, helping them create personalized strategies based on their unique circumstances. Their process focuses on understanding the client's priorities and guiding them toward effective ways to pursue their financial objectives. Outside of his professional responsibilities, Mike enjoys spending time at the beach, attending concerts, watching movies, following football, listening to music, and reading.

Eric Hagen is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 66 designation and 21 years of industry experience. Prior to joining LPL Financial in 2025, he spent 20 years at NEXT Financial Group. Outside of advisory work, he serves as a mentor for Capital Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

John Anderson, Jr. Jr. is a Private Wealth Advisor at Merrill Private Wealth Management and co-leader of the Anderson Winberg Group. He works with a select group of families and businesses across the United States, focusing on relationship management, strategic team initiatives, and business development. His practice primarily serves early employees, founders, and finance teams of high-growth startups, entrepreneurs, and multigenerational families navigating liquidity events and transitions, including those related to public markets and multigenerational family wealth. John and his team integrate Environmental, Social, and Governance (ESG) focused investments into their services and prioritize asking meaningful questions to define clients' goals while collaborating with trusted advisors such as CPAs and attorneys. Their experience includes wealth management, professional portfolio management, business succession planning, retirement planning, lending, structured products, pre-IPO planning, and insurance. He holds a Bachelor's degree from the University of Colorado System and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Certified Exit Planning Advisor (CEPA) and Chartered Socially Responsible Investment Counselor™ (CSRIC) designations. John is proficient in both English and Spanish. In his free time, he enjoys adventure sports, fishing, golfing, skiing, and spending time with his family.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and three years at Ameriprise Financial Services Inc before joining Ameriprise in 2020. He serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines algorithmic automation and advisory oversight to deliver tailored retirement income strategies.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Reed Hagberg is a financial advisor with Charles Schwab holding a Series 66 designation and 20 years of industry experience. His career includes roles at Charles Schwab Bank, TD Ameritrade Investment Management, and New York Life Insurance Company. Outside of his advisory work, he serves on the board of directors and finance committee for the YMCA in Northfield, MN, and officiates men’s league basketball games for the Northfield Community Education Center. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a formal alternative investment onboarding process.

Brendan Kauls is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works directly with clients to develop personalized investment strategies aligned with their individual financial goals. He provides ongoing investment advice and offers access to Bank of America's banking and lending services. Brendan's areas of focus include education planning, employee benefits planning, legacy planning, managing new wealth, portfolio management services, small business strategies, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. His approach centers on understanding what matters most to clients and creating strategies to help them pursue their financial objectives. He holds a Bachelor's Degree from Saint Olaf College and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Brendan is also involved in community service through Habitat for Humanity. In his personal time, he enjoys sports such as basketball, fishing, football, golfing, hunting, ice hockey, running, and soccer.

Hannah Hennen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior experience at Wells Fargo and involvement in the Minnesota Section of the Professional Golf Association. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals with substantial investable assets, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Christina Huggar is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and integrates multiple in-house and third-party managers to implement client portfolios.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. 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 advisors and offices.

Rodney Vucenich is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a board member for the Brenwood Condo Association in Minnetonka, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple topics, with options to combine planning and managed-account services while maintaining separate engagements.

Deanna Pohl is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Tami Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses with 18 years of industry experience. Her career includes roles at American Enterprise Investment Services Inc and RiverSource Distributors Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Cochran is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Edward Jones since 2020 and previously spent 16 years at Feltl And Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies through a large network of financial advisors and branch offices nationwide.