Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. 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 grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Jensen is a financial advisor at OSAIC with 9 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Woodbury Financial Services, Questar Asset Management, and Proto Labs. Outside of his advisory role, he has served as a registered assistant, insurance agent, notary public, and paraplanner at Sandvold Financial Group. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and flexible investment solutions delivered through a multi-advisor platform.

Rachel Radke is a financial advisor at Merrill with Series 63 and Series 65 credentials and five years of industry experience. She previously worked at Ameriprise Financial Services, LLC. and has held roles at Viterbo University and in retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wayzata, MN, holding a Series 63 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Raymond James in 2021. Outside of advising, he is the CEO of BKEM Consulting, a business entity established to manage his financial advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs analytical tools for tailored, non-discretionary consulting and supports municipal finance work through a municipal advisor affiliation, offering specialized advisory programs and targeted client services.

Ryan Honken is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to develop synchronized wealth planning strategies tailored to families. He focuses on providing service that is flexible and timely to meet the specific needs of clients. Prior to his current role, Ryan worked as a Financial Consultant at Ameriprise Financial Services LLC from 2020 to 2023. His experience includes working closely with clients to manage their financial goals and planning. Ryan emphasizes delivering a business experience that fosters comfort and trust for those he serves. No additional information about his education, credentials, or personal interests has been provided.

Michael Warner II is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked with firms including Avantax Investment Services and 1ST Global Advisors, and he is also a certified public accountant and member of GMW CPA Advisors PLLC. Warner serves as a member and manager of RGW Wealth Management, LLC and is vice president of Gerhardson, Warner & Wehmhoff CPAs, Ltd. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Jason Sisam is a financial advisor with Edward Jones in Hopkins, MN, holding the Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, he spent two years at Christian Family Church and fourteen years at Life Church of Eden Prairie. Outside of financial advising, he coaches writers and authors on how to publish their books. 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 products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Lori Swart is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. since 2013. 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, and institutions.

Chelsea Zoumides is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at FirstService Residential and PowerObjects. Chelsea is also active as a notary in her community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a large network of advisors.

Brady Mickolichek currently serves as Vice President and Financial Consultant. He is a Certified Financial Planner® with over a decade of experience in the investment industry. Brady has held various roles including Financial Consultant and Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he held positions such as Financial Advisor at Ameriprise Financial, Associate Wealth Manager at All Star Financial, and Financial Advisor at Merrill Lynch. Throughout his career, Brady has developed expertise in delivering personalized financial guidance by understanding clients' goals and preferences. He values building lasting relationships through meaningful interactions and is dedicated to enhancing his clients' well-being. Outside of his professional work, Brady enjoys biking, family activities, fitness, exploring food, and skiing.

Kevin Winters is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Wells Fargo Clearing prior to joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, risk, and wealth-transfer planning. The firm uses proprietary research and tools to create tailored recommendations delivered through client meetings and summary letters.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Alexis held roles at Hudl and several hospitality and service businesses. Charles Schwab 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 and offers a structured approach to alternative investments and cash management.

Edward Kraus Sanders is a financial advisor at Edelman Financial Engines with 10 years of industry experience and holds a Series 65 designation. He has worked at Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

Natalie Weelborg is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Houlahan Loke Capital Inc, Houlihan Lokey, BMO Capital Markets, and the University of St Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of advisors and branch offices, offering a range of advisory and investment solutions under a fiduciary standard.

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Justin Pettit is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Vermillion Insurance Agency, Vermillion Wealth Management Inc., Securities America, Inc., and Cetera Investment Advisers, LLC. He also works as a paraplanner assisting with financial planning and client communications. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients with at least $1 million in investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Jonah Hoeg is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. His work history includes roles at Fidelity Investments, the University of St. Thomas, and The Town and Country Club. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model strategies, and fund advisory services.

Katherine Newgard is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Optum for 12 years. She is also the owner of Flourish, LLC, a business focused on children's educational toys. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rachel Mc Cready Flora is a financial advisor at Edward Jones with six years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Rachel Evelyn Design, a freelance front-end web development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated investment capabilities.