Nate Meyer is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2025, including Investment Consultant, Financial Representative, Planning Consultant, and Relationship Manager. His experience within the company has provided him with insight into helping clients navigate the complexities of personal finance. Nate emphasizes understanding his clients' goals, values, and unique circumstances to develop personalized financial plans. He aims to assist clients in balancing financial decisions with the demands of everyday life and strives to make a meaningful impact in their lives. Outside of his professional work, Nate has interests in fitness, food, football, social events with friends, golf, and traveling.

Whitney Ward is a Series 66 registered financial advisor with UBS Financial Services in Wayzata, MN, with six years of industry experience. Prior to joining UBS in 2019, Whitney worked at UnitedHealthcare and Optum. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.

Anthony Sellman is a Financial Advisor and partner of the Jankowiak Sellman Group at Merrill Lynch Wealth Management. He provides personalized financial advice to executives and business owners, focusing on retirement preparation and navigation. His expertise includes investment management, wealth transfer, pre- and post-liquidity event strategies, and managing concentrated and restricted stock for executives and equity plan participants. Anthony serves high net worth individuals and families by assisting them in growing, maintaining, and transitioning their wealth. He emphasizes goals-based planning and customized financial strategies, aiming to enhance the client experience through a high touch, bespoke, multi-family office approach to wealth management. His client focus areas include college education planning, family wealth management strategies, institutional investment consulting, philanthropic planning, socially responsible investing, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and completed his high school education at Monticello High School. He also attended Augsburg College without obtaining a degree. Anthony is involved with the University of Minnesota Masonic Children's Hospital. His personal interests include adventure sports, baseball, biking, camping, golfing, music, reading, spending time with family, tennis, and woodworking.

James Strate is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been helping clients with their personal and financial goals for 19 years, assisting them in establishing, analyzing, developing, and maintaining their financial plans and investment strategies. His approach is collaborative, taking into account his clients' priorities and expectations. Prior to his current role, James worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013 and served as a Registered Representative at Woodbury Financial in 2006. He holds a California Insurance License. Outside of his professional work, James enjoys biking, family activities, golf, parenthood, snowboarding, and traveling.

Andre Sackman is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds a Series 66 credential and has been with Thrivent and its affiliates since 2024. Prior to joining Thrivent, he was involved with several businesses including Love Disorder LLC and Erie Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial planning topics. The firm’s services emphasize planning without discretionary trading authority and separate planning from managed-account programs.

John Kvamme is a financial advisor at Morgan Stanley in Wayzata, MN, holding the CFP® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, previously working at Associated Investment Services, Inc. and Associated Bank. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools to support client goals.

Max Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015 as a member of The Boyd Team. He specializes in developing tailored wealth management strategies for affluent individuals to help them achieve their unique financial goals. Max offers a range of services including budgeting, investment education, trust and estate planning, alternative investments, and tax-minimization strategies. He focuses on client segments such as Corporate Executive Services, Family Wealth Management, Legacy Planning, Managing New Wealth, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Max earned a bachelor's degree in economics and labor and employment relations from Pennsylvania State University, where he graduated with high distinction. During his university years, he played on the varsity hockey team and was actively involved in THON, an organization dedicated to raising funds and awareness for pediatric cancer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in St. Louis Park, Max continues his community involvement through volunteer coaching with Minnetonka Youth Hockey. In his personal time, he enjoys playing hockey, golf, tennis, and spending time outdoors with his family.

Natalie Sweazey is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. Her career includes multiple roles at RBC Capital Markets and Wells Fargo Clearing from 2015 to the present. 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 various wrap fee advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Aaron De Long is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Financial and AMG Prime. Outside of his advisory work, he serves as a business manager for Trinity Lutheran Church and School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 in-house and third-party research.

Ryan Morton is a Vice President and Financial Consultant at Fidelity Investments. In his current role, he focuses on assisting clients with retirement planning and customizing investment strategies to help achieve their financial goals. He emphasizes detailed future planning and making confident decisions in the present to support clients' personal objectives. Ryan has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial services and client relationship management. No information about his education, credentials, personal interests, or community involvement has been provided.

Craig Jergenson is a CFP®-credentialed financial advisor with 41 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. In addition to his advisory roles, he has operated Coach Craig Jergenson since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Lucas Belair is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Allianz Life Insurance Company and Bremer Bank. Belair is also involved with Magnifi Financial Credit Union in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he offers a comprehensive approach to managing wealth. He works closely with clients and their families to understand their financial situations and priorities, developing customized wealth management strategies that adapt to changing market conditions. Michael provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. He has built and leads the Levitt Wealth Management Group, assisting clients and their families or businesses in achieving a range of financial objectives. Michael specializes in areas such as divorce transition planning, family wealth management, investment consulting for defined contribution plans, legacy planning, managing new wealth, retirement planning, small business strategies, tax minimization, and retirement income. His expertise has been recognized by Forbes and Shook Research, including a 2022 ranking as a Top Next Generation Wealth Advisor Best in State. Michael holds a Bachelor's Degree from the University of Minnesota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Russian and is involved in community organizations. Outside work, Michael enjoys biking, hiking, running, and playing table tennis.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Ashlie Kaess is a financial advisor with Ameriprise in Dayton, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. She owns a single-member LLC established to manage her Ameriprise franchise business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported retirement-income recommendations.

Megan Murphy is a Series 66-credentialed financial advisor with 10 years of industry experience. She has worked at Merrill since 2015 and is currently affiliated with Bank of America, N.A. since 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Cara Lang is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 10 years of industry experience. She has been with Thrivent Financial since 2016 and Thrivent Investment Management since 2015. Outside of her advisory role, Lang performs as a violinist at various events and coaches volleyball, providing lessons and clinics on an infrequent basis. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called “WealthPlan” while maintaining separation between services.

Alexander Aristides is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Optum and attended Saint Olaf College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating an ESG eligibility framework in its recommendations.

Ryan Carruth is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Securities America Advisors and Securities America Inc. from 2015 to 2024 and has been involved with Shavlik Financial Services since 2001. Outside of advisory services, he is an enrolled agent who prepares over 500 tax returns annually and serves as president of the Lakes at Maple Grove Homeowners Association. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.