Jamie Smetana is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation with 5 years of industry experience. She has worked at Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Rambacher is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He works closely with a select group of families and business owners to provide personalized financial advice and planning, focusing on understanding life priorities and creating strategies aligned with clients' long-term goals and aspirations. His approach emphasizes asking insightful questions to tailor wealth management plans that address unique opportunities and challenges. Ryan's areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning strategies, tax minimization, and retirement income. He and his team leverage Merrill Lynch's investment experience and the banking strength of Bank of America to execute plans at a high level. He holds a Bachelor's Degree in Finance and Economics from the University of Wisconsin System and the Professional Investment Advisor (PIA) designation. Ryan lives in Stillwater, MN with his wife Andrea, daughter Zoe, son Carter, and their Alaskan Klee Kai, Scooby Doo. In his personal time, he enjoys antiquing, boating, fishing, football, golfing, gymnastics, pickleball, running, spending time with family, and watching movies.

Jill Brett is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Her prior roles include positions at Securian Financial Services, CRI Securities, Winter And Associates, and Strong Capital Management. In addition to her advisory work, she serves as a polling place assistant for Washington County, MN. 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 featuring customized investment strategies implemented through a combination of in-house and third-party managers.

Christian Utecht is a financial advisor at RBC Capital Markets in Stillwater, MN, holding a Series 66 designation with four years of industry experience. His prior roles include positions at The Hartford Financial Services Group and Keyot LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party investment resources.

Aquib Khan is a financial advisor with Morgan Stanley in Stillwater, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies developed by its Global Investment Committee.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. 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 multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Joshua Wikstrom is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing five years of industry experience. Prior to his current role, he worked at General Motors from 2014 to 2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Melissa Albrecht is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, following three years with First Call Hospitality. In addition to her advisory role, she serves as secretary for the Tigersharks Swim Club, a charitable organization in Farmington, Minnesota. 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 strategies for individual, high-net-worth, and institutional clients.

Alyssa Aguilera is a financial advisor with Edward Jones in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Minnesota Best Maid Cookie Co. and the University of Wisconsin River Falls. Outside of advising, she is president of El Rancho Carnelian LLC, an entity that owns recreational land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Kyle Overby is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has operated his own tax and accounting practice since 2003 and serves on the boards of the Clear Lake Golf Club and the Clear Lake Dollars for Scholars, acting as treasurer for both organizations. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors nationwide, offering portfolio management, financial planning, and retirement services to a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm provides a multi-manager platform with options ranging from model portfolios to bespoke strategies and manages over $256 billion in assets.

Bradley Vick is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 33 years of industry experience. He previously worked for Northwestern Mutual and its related entities for over two decades. In addition to his advisory role, he is involved in insurance brokerage and operates a business entity for tax and investment purposes. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and various advisory tools across a broad platform.

Lexie Ligday is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining RBC in 2025, Lexie worked at Northwestern Mutual in various roles from 2022 to 2024 and gained additional experience at Joshua Willour and Dave Dettmann during 2023-2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides a wide range of advisory services to individual and institutional clients, including discretionary and non-discretionary portfolio management and financial planning. The firm offers multiple wrap fee programs and integrates in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

Kayla Harle is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked at Affiance Financial and the City of New Richmond. Her background also includes roles in education and veterinary services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Selleck is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior experience includes roles at COUNTRY Capital Management Company and Lincoln Investment Planning. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to registered investment companies, and use of AI and algorithmic methods in portfolio management.

Amy Brinckerhoff is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Nicole Brunner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Prudential, Saybrus Partners, and AIG. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and risk-assessment methods to construct portfolios across various investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Michael Klos is a Series 65-licensed financial advisor at Fisher Investments with seven years of industry experience. He has been with Fisher Investments since 2018 and previously worked at American Family Insurance and the University of Wisconsin. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across multiple asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research and uses tax-aware processes and defensive tactics to manage risk.