Trevor Dunn is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2015. He is based in Corcoran, MN, and holds a Series 63 license. Outside of his advisory role, he is involved with TPWA Operations LLC, providing client service and administrative support for the Ameriprise Financial Practice. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Trenton Fletcher is a Series 66 licensed financial advisor with LPL Financial in Maple Grove, MN, with one year of industry experience. Prior to joining LPL Financial, he held roles at Cetera and Cetera Wealth Services and currently serves as operations manager for ProWealth Financial, where he manages daily operations and oversees hiring and training. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services through a national network of representatives.

Jordan Shockley is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Lumitas Wealth Strategies and Wells Fargo, as well as experience outside finance at Best Oil Company. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Amy Holewa is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 29 years of industry experience. She previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 15 years. Outside her advisory role, she is involved with Intentional Wealth LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and diverse investment strategies.

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.

John Randolph is a financial advisor with RBC Capital Markets, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at UBS Financial Services and City National Bank. He serves as a trustee on the board of Adirondack Mountain Reserve, a private club established over 100 years ago. 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 tailored strategies implemented through a combination of in-house and third-party managers, and provides a range of portfolio management and financial planning services.

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 Overson is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 22 years with SII Investments, Inc. He has also operated Overson Financial Services since 1977. Outside of advisory roles, he is a licensed insurance agent and provides tax preparation services through Overson Financial Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources while providing both discretionary and non-discretionary management options.

Bindi Swammi is a financial advisor at UBS Financial Services with 26 years of industry experience. He previously worked at Ameriprise Financial Services LLC for 16 years before joining UBS in 2022. Outside of his advisory role, he serves as adjunct faculty at Mitchell Hamline School of Law and is a board member of Advocates for Human Rights. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending solutions.

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.

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.

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.

Nolan Pyrz is a financial advisor with Raymond James Financial in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2023, he worked with Avantax Investment Services, Avantax Advisory Services, and MRK Financial Solutions. He is also employed as a Client Services Associate at Prosperwell Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory roles rather than discretionary management.

Andrew Brandt is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 registrations. He has nine years of industry experience, including roles at American Funds and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing a combination of in-house and third-party managers.

Brandon Prell is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Nycklemoe is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved in group coaching through Breakthrough Table, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by extensive research and third-party subadvisors.

Dillon Mc Cann is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Avantax Investment Services. He is also involved with Jasicki Tax & Financial, Inc., where he provides tax preparation and financial management services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, 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 across various program structures.

Ryan Schwingler is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 14 years. Ryan is also associated with Pathway Financial. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

George Gagnon is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 66 licenses and having 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC for one year. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Stephen Fregosi is a financial advisor at LPL Financial with a Series 66 credential and 10 years of industry experience. He has operated his own law practice since 2015 and has held roles with David Walgren and various insurance carriers. Outside of financial advising, he maintains an active law practice and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.