Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Maria Regina Herfindahl is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Ave Maria University and Hawkinson Construction. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Jaeson Morrison is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining Thrivent, he worked for the City of Richfield and the City of Northfield. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without discretionary trading authority. Its approach combines detailed written recommendations across various planning areas with the option to integrate planning and managed-account services under a consolidated billing structure.

Lem Amen is a Planning Consultant at Fidelity Investments, where he supports Financial Consultants in helping clients align their personal and financial goals. He assists clients in increasing their financial literacy, which is essential for designing and implementing plans focused on wealth accumulation, preservation, or balancing both objectives. Prior to his current role, Lem worked as a Relationship Manager at Fidelity Investments from 2021 to 2023. Before that, he was an Analyst at JP Morgan Private Bank from 2020 to 2021. Lem holds a California Insurance License.

Christopher Chung is a financial advisor with Edward Jones in Mendota Heights, MN, holding the Series 66 designation and possessing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Scovell is a CFP®-designated financial advisor with Charles Schwab, based in Edina, MN. He has 24 years of industry experience, including 20 years with Charles Schwab and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 multi-asset investment approach supported by centralized custody and operational infrastructure.

Kyle Kirsch is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, Kirsch serves as a board director for Quinns Cup and treasurer for the Edina Flats HOA Board, among other business and fiduciary activities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and uses a range of third-party and proprietary program models to implement client strategies.

Deborah Zeller is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds the Series 66 designation and has been with Baird since 2016. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and utilizes both internal research and artificial intelligence tools in client advisory.

Abigail Campbell is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the CFP® and Series 66 designations. Campbell has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than is typical for large institutional advisers.

Cathy Prose is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and a methodology that includes research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Christopher Hultstrand is a financial advisor with Ameriprise who holds a Series 66 designation and has 25 years of industry experience. He has worked with Ameriprise and its affiliate since 2001, serving in his current role since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Tracy Johns is a CFP®-certified financial advisor with 29 years of industry experience, currently with Wells Fargo Advisors in Edina, MN. She has been with Wells Fargo Advisors and its affiliated entities since 2011, including a decade at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk management, and specialized services like business-owner transition and divorce planning.

Karen Wobken is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. She has worked at Wayne Hummer/Focused Investments since 2005 and joined LPL Financial in 2025. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by proprietary research and technology tools.

Charles Bremer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, previously affiliated with AXA Advisors. Outside of his advisory work, he operated Ruby's Homemade, LLC for ten years and established a new DBA called Canopy Financial Group in 2018. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a model-driven approach that incorporates third-party asset managers and advisory platforms, and it provides a range of investment options alongside ERISA fiduciary services for qualified plans.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Drew Schmidt is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at several organizations, including Edina Country Club and Patterson Dental. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.