Ryan Greiber is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Before his advisory career, he was involved with the University of Wisconsin-Madison Office of Admissions and Recruitment. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.

Kristen Musich is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she spent a decade at Next Financial Group Inc. Outside of her advisory work, Musich has been actively involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other organizations. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Sophia Pexa is a financial advisor at Thrivent Investment Management with three years of industry experience and a Series 66 designation. Her work history includes roles within Thrivent Financial, Starship LLC, and several other organizations across finance and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Andrea Brotzel is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. Her career includes roles at Morgan Stanley and over a decade at Charles Schwab and its affiliated entities. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Cheryl Johnston is a CFP® with 25 years of industry experience. She has worked at LPL Financial since 2025 and previously spent 24 years at Edward Jones. Outside of her advisory role, she is involved with Lost Lake Farm LLC, a farming business in Prior Lake, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with options for discretionary and non-discretionary management.

Jonathan Kvasnik is a financial advisor with OSAIC based in St. Paul, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including nine years at Securities America Advisors and over 23 years providing banking services with Cherokee State Bank. Outside of his advisory role, he is involved in beekeeping and honey sales and participates as a guest host on a podcast focused on comedy and interviews. OSAIC Wealth serves a diverse clientele of retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach combines model-based asset allocation and portfolio optimization with flexible management options across various account types.

Nicole Ostlie is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2015. Outside of her advisory role, she is involved with Woelfle-Notman, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependability of income sources.

Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Mcnamara Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bloomington, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling in its financial planning process.

Nathan Hildre is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. His career includes roles at Morgan Stanley Private Bank since 2015 and at Morgan Stanley overall since 2009, as well as prior experience at UBS Financial Services and Investment Centers of America. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional offerings with specialized services including estate planning and private fund relationships.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Steven Struthers is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he owns and operates two multifamily rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of topics, delivered either as a one-time or ongoing engagement, with options to combine planning and managed-account services.

Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Jennifer Winge is a Series 66–licensed financial advisor with seven years of industry experience. She has worked at UBS Financial Services since 2021 and previously held roles at U.S. Bancorp Investments and U.S. Bank. Prior to her financial career, she worked at Olive Garden for twelve years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and capital market assumptions to tailor client plans and combines institutional trading capabilities with wealth management services.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory role, Petersen owns a business entity unrelated to investment advisory and also works as an insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Matt Wahl is a financial advisor with Ameriprise in Eagan, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked with AmeriCorps and has experience in the hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling with algorithmic tools to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Liana Whitlock is a financial advisor with Equitable Advisors holding a Series 66 credential. She is based in Minneapolis, MN, and has no prior industry experience. Her work history includes roles in education and marketing, as well as various positions during her college years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Patrick Boldischar is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Banc of America Investment Services, Inc. in 2009. He serves as a board member of the Make-A-Wish Foundation Minnesota. 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 manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.