Kathleen Freiderich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Advisors. Kathleen is also a commissioned notary in the state of Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

David Webb is a Series 66-licensed financial advisor at UBS Financial Services in Wayzata, MN, with five years of industry experience. Before joining UBS in 2019, he worked at General Purpose Movers and the Eau Claire Area School District. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans.

Jolene Pioske Breyer is a financial advisor at Ameriprise with eight years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2017, including her current role starting in 2020. Outside of her advisory work, she serves as Vice Chair on the Southwest Metro Chamber of Commerce Board of Directors and co-facilitates a local networking group, MEANT, in Minnetonka. Ameriprise is a large institutional firm that offers retirement-income planning services for clients typically holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary retirement income recommendations.

Macabe Thoen is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at Crown College and Minnewaska Area Schools. Outside of advising, he serves as a shot clock operator for Concordia Academy girls' basketball games. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Hemmesch is a financial advisor with Edelman Financial Engines in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise, Fidelity Brokerage Services LLC, and BerganKDV Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Ryan Alstead is a Series 66 licensed financial advisor with RBC Capital Markets in Wayzata, Minnesota, bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of Wayzata Plymouth Youth Football, where he is responsible for purchasing football equipment. 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 wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Paul Krueger is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has worked at Cetera and its related entities since 2021 and previously spent seven years with VOYA Financial Advisors. He also operates as an independent insurance agent and owns Krueger Planning Company, which sells and services insurance, securities, and investment products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jill Kragthorpe is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of her advisory role, she owns and operates Jill Kragthorpe Photography. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jessica Hindermann is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Angela Mather is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with clients to help them grow and protect their wealth through a structured five-step financial planning process. This process includes understanding clients' current financial situations, creating written financial plans, proposing strategies, implementing next steps, and monitoring the plan as financial and life events occur. Angela has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2009, including Financial Consultant, Investments Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Client Service Associate at Raymond James and Associates from 2007 to 2009. She holds a California Insurance License. Outside of her professional work, Angela enjoys cooking and baking, participating in family activities, and engaging in outdoor pursuits such as hiking, running, yoga, and other outdoor adventures.

Michael Walker is a financial advisor at UBS Financial Services with 27 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining UBS in 2019. He holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based allocations to tailor investment plans according to clients’ goals and risk tolerances.

Nicholas Maiers is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is a partner in ShortSide LLC, a retail business that partners with local hockey associations for fundraising through hockey tape and apparel sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Jeffrey Doughty is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to this, he worked at Presbyterian Homes and Services for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Peter Vickery is a CFP® with 47 years of industry experience, currently serving at Merrill since 1978 and Bank of America since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a City Council member for Minnetrista, Minnesota, participating in municipal governance. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at multiple firms including Avantax and currently maintains a role with TruPlan Financial Advisors as a Qualified Plan Specialist overseeing small business 401(k) and similar retirement plans. In addition to his advisory work, he is involved as an owner of Coming In Hot Racing LLC, which manages thoroughbred racing interests. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Brendan Skarda is a Financial Advisor with the A&V Wealth Management Group at Merrill Lynch Wealth Management, based in the Minneapolis office. He holds the designation of CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA), guiding clients through complex financial decisions by integrating personalized advice with the capabilities of Merrill and Bank of America. Brendan specializes in college education planning, legacy planning, and personal retirement planning. Prior to his current role, Brendan worked as a Corporate Banking Analyst within Wells Fargo's Financial Institutions Group, where he supported financing activities, relationship, and portfolio management across asset management and insurance verticals. He assisted Fortune 500 and Middle Market companies in achieving their financial and strategic goals. He joined Merrill in 2024 as a Wealth Management Client Associate and transitioned to a Financial Advisor role in 2026. Brendan earned a Bachelor of Arts in Economics with a minor in Finance from Tufts University, graduating Cum Laude. During his time at Tufts, he played Varsity Men’s Hockey, earned all-academic NESCAC honors, and participated in the Tufts Financial Group. Outside of his professional work, Brendan enjoys spending time with family and friends, coaching Minnetonka Bantam AA youth hockey, fishing, golfing, ice hockey, and pickleball.

Angela Krumme is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Wayzata, MN. She has nine years of industry experience, including a prior role at Wells Fargo Advisors, LLC. She serves as a trustee for The Chmielewski Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.