Angela Krumme is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Wayzata, MN. She has nine years of industry experience, including a prior role at Wells Fargo Advisors, LLC. She serves as a trustee for The Chmielewski Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Joseph Feldmeier is a CFP® professional with 15 years of industry experience, currently serving at MassMutual Investors Services in Plymouth, MN. He has been with MassMutual Insurance Company and MassMutual Investors Services since 2010. Feldmeier is also a board member of the Highland Friendship Club, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

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.

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.

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.

Andrew Lindell Sr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes eight years with the Bloomington School District. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

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.

Erica Stalo is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2018. Outside of her advisory role, she is a Twitch affiliate, dedicating 20-40 hours per month to this activity. Erica is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing internal research and various investment strategies, including model-traded SMA strategies and tax-management capabilities.

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.

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®-designated financial advisor with over 42 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. Additionally, he has operated Coach Craig Jergenson as a separate business since 1994. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Marc Heagney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Bank and Edward Jones. He was also involved with the Minnetonka Lacrosse Association. 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 an ESG eligibility framework in its recommendations.

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.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Theresa Mederich is a Financial Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she held positions at Fidelity Investments including Investment Consultant in 2025, Planning Consultant from 2022 to 2025, Relationship Manager from 2021 to 2022, and Financial Representative in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Theresa focuses on developing personalized and holistic financial plans by understanding her clients' goals, priorities, and preferences. She aims to simplify the complexities of personal finance to help clients work toward their financial objectives. Outside of her professional activities, Theresa enjoys cooking and baking, exploring culinary interests as a foodie, spending time with pets, attending theater, and traveling.