Joe Perry is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Securities America Advisors and Waddell & Reed Inc. Outside of advisory work, Perry is involved in forensic accounting and operates a custom woodworking business; he also serves on the board of a homeowners association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of platform arrangements and both proprietary and third-party model strategies.

Daniel Fritz is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2006. Fritz serves on the Board of Directors for the University of Minnesota Fraternity Purchasing Association, advising student leaders. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Brennan Burchill is a Series 66-licensed financial advisor with LPL Financial in Hamel, MN, bringing five years of industry experience. His career includes seven years at LPL Financial, following roles at Coverall, Doctible, Pearl Forwarding, and service in the United States Navy. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research tools.

Sydney Eckhart is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, Sydney worked at Wells, Schluter, Hanson & Co and held roles at the University of South Dakota and Werry Family. Sydney has been with Ameriprise since 2017. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals near or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports prepared by a centralized consulting team in partnership with financial advisors.

Frederick Frederickson is a CFP® professional with 30 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Frederickson holds Series 63 and Series 65 licenses. Outside of his advisory role, he holds a 25% ownership interest in Dutch's Den, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and analytics to inform its investment strategies while providing both brokerage and advisory solutions.

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.

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, 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. He is also involved as a mentor with Capital Club. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 with LPL Financial since 2018 and previously spent 22 years at SII Investments, Inc. He also operates Overson Financial Services and is licensed as an insurance agent, offering annuities and life insurance, and provides tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technological and operational resources.

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 in Edina, MN. She holds the Series 66 designation and has nine years of industry experience, including three years at Merrill prior to joining RBC Capital Markets in 2019. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, integrating both in-house and third-party managers along with specialized portfolio management and planning services.

Nolan Pyrz is a financial advisor with Raymond James Financial Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is an associate at Prosperwell Financial, where he focuses on client services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its advisors with tools that incorporate risk profiling and probabilistic modeling.

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 in Medina, MN, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Daniel Nycklemoe is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, Nycklemoe is the owner of Breakthrough Table, LLC, a group coaching business. 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, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Clinton Faust is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Faust serves on the Board of Regents for Oak Grove Lutheran School. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement recommendations through a centralized consulting team.