Abigail Campbell is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the CFP® and Series 66 designations. Campbell has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than is typical for large institutional advisers.

Cathy Prose is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a methodology that includes research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Christopher Hultstrand is a financial advisor with Ameriprise who holds a Series 66 designation and has 25 years of industry experience. He has worked with Ameriprise and its affiliate since 2001, serving in his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Tracy Johns is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Edina, MN. She has been with Wells Fargo Advisors and its affiliated entities since 2011, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Peter Ruhl is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he works as an Uber driver. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement-income planning and written recommendation reports focused on income sources and tax-aware withdrawal strategies.

Karen Wobken is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and previously worked with Wayne Hummer/Focused Investments for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Charles Bremer is a financial advisor with Equitable Advisors in Eagan, MN, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously was associated with Axa Advisors. Outside of his advisory role, he was involved with Ruby's Homemade, LLC for ten years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Drew Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2024, he held roles at Edina Country Club, Patterson Dental, Proto Labs, and Saint John's University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fee-based financial planning and discretionary portfolio management.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Jason Lane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, Lane owns and manages several business entities and serves as an at-large member on the EHS Class of 1995 Reunion Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and research-driven advice to support its clients’ retirement planning needs.

Brady Mundahl is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub in Woodbury, MN. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other entities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Sylvester Thomas Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior work includes roles at Foresters Financial Services and Securian Financial Services, Inc. Outside of his advisory work, he is involved in managing rental property. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Evans Connelly IV is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with UBS Financial Services in Bloomington, MN since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Samuel Martin is a Series 66-registered financial advisor at Ameriprise in Edina, MN, with four years of industry experience. Prior to joining Ameriprise in 2021, he worked at several firms including M&E Catalyst Group and Ewald Consulting. Outside of his advisory role, Martin is involved with Lifetime Fitness as part of their Life Cafe, preparing food and shakes for members. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service provides clients with a written Recommendation Report and ongoing advice, drawing on its investment research and algorithmic tools.

Cody Broadwell is a financial advisor with LPL Financial in Bloomington, MN, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he spent time with Equitable Advisors, LLC in 2025 and held various roles outside the financial industry, including positions at Sexton Dining and St. John's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, along with various technology-driven investment solutions.

Eric Brenk is a Series 66-licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Augsburg University and Augsburg College. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.