Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela O'Leary is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and 32 years of industry experience. She worked previously at U.S. Bancorp Investments, Inc. for nine years before joining RBC Capital Markets in 2017. O'Leary serves on the board of directors and chairs the finance committee for Wayside Recovery Center, a nonprofit substance treatment center for women. RBC Wealth Management provides investment advisory, financial planning, custody, and brokerage services to a diverse client base that includes individuals, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers.

Troy Lemer is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has a professional background spanning over two decades in the financial services industry. Prior to his current position, Troy served as Branch Office Manager and Senior Financial Consultant at TD Ameritrade from 2010 to 2021. He also held roles at Ameriprise Financial, Wells Fargo Investments, and Thrivent Financial beginning in 1998. Throughout his career, Troy has focused on developing strong client relationships and constructing financial plans tailored to individual needs. He emphasizes empowering clients with knowledge and maintaining open communication to address their financial questions and concerns. His extensive experience covers various facets of financial consulting, sales, and branch management. Troy aims to provide an outstanding client experience customized to the unique situations of those he serves. He values ongoing relationships with clients and is committed to delivering personalized financial guidance.

Ryan Quilling is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 63 designation and has worked with Ameriprise and its affiliated entities since 2011. His career includes service at American Enterprise Investment Services Inc. since 2022. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, offering comprehensive Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and employs algorithmic tools alongside a consulting team to support personalized planning.

Nicolas Boudewyns is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he is connected to a personal beauty services business owned by his spouse. Wells Fargo Clearing provides retirement plan consulting 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

Timothy Haas is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2017, following a seven-year tenure at U.S. Bancorp Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kurt Peterson is a CFP®-credentialed financial advisor with 18 years of industry experience, currently practicing at Wells Fargo Advisors since 2023. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014. Outside of his advisory role, he has ownership interests in AGAPE FI LLC and KPETERSON GP, LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations through meetings and client summary letters.

Lucas Erickson is a financial advisor with Ameriprise Financial Services LLC based in Minneapolis, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Ameriprise, Erickson has worked in various roles including at Lifetime Corporation and has been involved with USA Hockey and local golf clubs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing, tax-aware withdrawal planning.

David Briggs is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Cambridge Investment Research Advisors and also maintains roles at Capstone Advisory Group, LLC and Benefit Strategies Group Inc. Briggs works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, employing a range of portfolio management and model-based strategies tailored to client objectives.

Nicholas Leist is a financial advisor at Thrivent Investment Management with one year of industry experience and holds the Series 66 designation. Prior to joining Thrivent, he was involved with North Central University in various roles over several years. He serves as secretary on the board of Aasha Dei, a nonprofit organization that supports at-risk women and children in Southeast Asia through fundraising and community partnerships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses and addressing a range of financial planning topics without including implementation of recommendations.

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 29 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he holds a 25% ownership interest in DUTCH'S DEN, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Thomas Tracy is a Financial Consultant at Fidelity Investments, a role he has held since 2019. He collaborates with clients to develop comprehensive financial plans that align with their unique goals, circumstances, and values. His approach involves constructing wealth strategies designed to meet the needs of clients and their families, emphasizing a focused and customized course of action toward financial security. Prior to his current position, Thomas served as an Investment Consultant at Fidelity Investments from 2018 to 2019 and as a Financial Representative at the same firm from 2016 to 2018. Before joining Fidelity Investments, he worked at TCF National Bank, where he was Retail Lending Manager from 2010 to 2016 and Consumer Lender from 2008 to 2010.

Paul Mumma is a CFA® charterholder with 31 years of industry experience. He has been with Ameriprise since 2013, currently serving in Saint Louis Park, MN. He is a member of the Board of Directors for the Institute for Portfolio Alternatives, providing guidance on the organization's strategy and ongoing affairs. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jeffrey Kuhlman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he works as a freight operator for Mills Fleet Farm in Hudson, Wisconsin. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its offerings.

Mathew Nyakundi is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, TCF National Bank, and REM Ramsey. Outside of his advisory role, he is the owner of a healthcare staffing agency and volunteers as the finance director for a Minnesota House Representatives campaign. 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 that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

Susan Crane is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with firms including Equitable Advisors, Advisor Group, and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various program options and over $256 billion in assets under management.

Beth Johnson is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining MML Investors Services and MassMutual Life Insurance Co in 2025, she worked for the State of Minnesota Commerce Fraud Bureau from 2013 to 2021. Outside of her advisory role, she is involved in real estate through ownership of BDL Real Estate LLC and BDL Legacy LLC. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

Alexandria Pearson is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Prior to joining OSAIC, she worked at True Wealth Partners and Financial Dimensions Group, Inc. Outside of financial services, she has experience working in the retail and beverage industries, including at Starbucks and Caribou Coffee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes various tools and platforms to construct diversified portfolios tailored to client risk tolerance and investment restrictions.