Nakita Kirchner is a financial advisor with Osaic Wealth, Inc. based in Minnetonka, MN. She holds the Series 66 designation and has three years of industry experience. Kirchner also serves as a board member for the US Palestinian Community Network in Minnesota, where she helps organize community and cultural events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a range of investment vehicles and third-party solutions.

Christopher Brehmer is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill since 2015. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kayla Kuhlman is a Series 66-licensed financial advisor with Thrivent Investment Management in Minneapolis, MN, bringing three years of industry experience. She has worked at Thrivent since 2022 and has prior experience in educational roles at Divine Mercy Catholic School and Northfield Public School District. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a variety of financial planning topics. The firm’s approach separates planning from implementation and managed-account services, with a focus on periodic review and advisor-delivered plan updates.

Jack Healy is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at UBS since 2017 and was previously employed at BNC National Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines wealth management services with institutional trading capabilities and provides a broad range of capital markets services.

Seamus Ott is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Prime Therapeutics. Outside of finance, he serves as an assistant coach for a high school ultimate frisbee program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning across multiple areas, allowing clients to combine planning with managed-account services under a consolidated billing option.

Mark Joern is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and over 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he is involved in business ownership through Mark Joern, LLC and serves as co-owner of Scannell LLC, an Ameriprise franchise practice entity, as well as president of Minneapolis Wealth Advisors, LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Scott Larson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Larson is involved as a partner in a farming business and owns a financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, MN, holding the CFA®, PFS™, and Series 66 credentials and bringing 24 years of industry experience. He has worked with Trustone Financial Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Paul Trobiani is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Olson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a partner in two real estate investment entities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Jamison Lippert Negen is a financial advisor at Ameriprise with 17 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015 and holds the Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Lund is a financial advisor with Wells Fargo Clearing in Saint Cloud, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, N.A. since 2013. Outside of his advisory role, his spouse owns a hair studio business in Waite Park, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nathan Reineccius is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation. He has over 15 years of experience with Wells Fargo Bank and joined Wells Fargo Clearing in 2026. Outside of his advisory role, he has been involved in youth hockey organizations in Minnesota, serving as a general manager and evaluator for local hockey programs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory approach integrates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Gardea Quinonez is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has prior work experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he worked for a year at Sports Star Photography. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alexandra Ezaki is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2020. Outside of financial advising, she is employed part-time as a massage therapist. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Peter Zvanovec is a CFP® professional with 16 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and Securities America Inc. from 2009 to 2024. Outside of his advisory role, he is involved in insurance sales, assisting clients with coverage selection and carrier applications. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Marissa Agustin is a financial advisor with Cetera Wealth Services LLC in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. She has previously worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of her advisory role, she serves as a stage manager for a high school show choir and manages events in a high school auditorium. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement services, and access to third-party managers, operating a multi-manager platform across diverse program structures.

Jacob Johnson is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He previously worked at UBS Financial Services and U.S. Bancorp Investments. Outside of his advisory role, he coaches high school wrestling and serves on the board of his condominium association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options through a large network of financial advisors.

Stephen Doyle is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing Services, Ameriprise Financial Services, and Merrill. Outside of his advisory role, he is involved in music creation, production, and promotion through his ownership of Bucket Exodus Publishing. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with customizable portfolio management and integrates in-house and third-party investment resources.

Phillip Richards is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 license and has previously worked at Securian Financial Services, Inc. and C.R.I. Securities, Inc. Richards is also an author of multiple books and serves on several nonprofit boards, including the Mayo Clinic of Arizona Leadership Council and the Temple University Board of Trustees. Cetera Investment Advisers LLC is a national multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, allowing advisors to implement various model portfolios and customized strategies.