Brandon Enriquez serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has accumulated over 25 years of experience in the financial services industry, with a career that includes roles such as Account Executive at Fidelity Investments, Financial Advisor positions at Transamerica, UBS, and Waddell and Reed, as well as Advisor Assistant roles at Citigroup, Wachovia Securities, and Dain Rauscher, and Broker at American Express Financial Advisors. Brandon is committed to providing sound and collaborative financial guidance tailored to the unique needs of individuals and families. He prioritizes delivering a superior level of service to help clients work toward their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Brandon has interests in fitness, football, golf, reading, traveling, and volunteering.

Michael Woods is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at Wipfli Financial Advisors, The Leaders Group, Allianz Life Financial Services, and GBS Insurance and Financial Services. Woods also works as an Associate Financial Advisor with Paragon Operations, LLC, providing client service and administrative support within the Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Glory Rodewald is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, N.A. since 2021 and was employed by Noodles and Company from 2015 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and includes insurance-related investment options alongside traditional products.

Maggie Murphy is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation. Prior to joining UBS, she worked at GEAR Running Store and held roles at Texas Health Orthopedic Specialists and Texas Orthopedic Specialists. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Reid Saarela is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at DoorDash and has experience in education and outdoor services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jana Vaudreuil is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has held roles at UBS and Coyote Logistics, among other positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan D'kae is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Allianz Life Financial Services, and Questar Capital. He is currently based in Edina, MN. Charles Schwab serves a large client base primarily composed of 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 discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Bruce Olson is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Olson is based in Bloomington, MN. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 66 credentials. He has 19 years of industry experience, including six years at Ameriprise Financial Services and four years with MassMutual. Outside of his advisory work, he serves as a firefighter with the Apple Valley Fire Department and is a board member of the Wyndemere Homeowners Association. Mass Mutual Investors Services 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 annual, collaborative financial planning engagements and various investment programs.

Patrick Sell is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2017 and previously at DWS Investments Distributors, Inc. Sell is also the owner of PLGPM, a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Christian Zepeda is a CFP® professional with 22 years of experience in the financial services industry. He currently works at Charles Schwab, where he has been since 2019, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he manages CJAM Family Ventures LLC, an entity that holds a passive investment in Trevls, Inc., a Tesla rental car company. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management, integrated brokerage, custody, and advisory services.

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. 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 integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Charmaine Ouellette is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she also works as a banquet server for FAB Weddings, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses a combination of research, analytics, and diversification principles to evaluate investment options and offers both brokerage and advisory solutions.

Jenny Hetland is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bonin is a financial advisor with Ameriprise in Savage, MN, holding a Series 66 designation and 18 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Connor Hassing is a financial advisor at Edward Jones in Inver Grove Heights, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked as a camera operator for the University of Minnesota Duluth Athletics Department. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors.

Natalie Burns is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with LPL Financial since 2017. Prior to that, she was with National Planning Corporation for one year and has operated Burns Brothers Financial Group since 2001. In addition to her advisory work, she is a self-employed tax preparer and an independent insurance agent specializing in non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dale Skogstad is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® and CFA® designations and 12 years of industry experience. His prior experience includes roles at Brighton Jones, Marquette Asset Management, CliftonLarsonAllen Wealth Advisors, and Dimensional Fund Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, and Third Street Advisors, among others. In addition to his advisory work, he has outside employment with SB Nation, VOX, and Alpha Dog Advisors. 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, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.