Logan Fox is a financial advisor with LPL Financial in Maple Grove, MN. He holds a Series 66 designation and has recently begun his career in the industry. Prior to joining LPL Financial, he worked at Zaengle Corp. and Perishable Distributors of Iowa, Ltd. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Brian Oehler is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and based in St Louis Park, MN. He joined LPL Enterprise in 2026 and has prior experience at Pioneer Management Consulting, Perficient Inc, Gigit Inc, and IHS Inc. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products via an integrated platform.

Tyler Olson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. He has worked with Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. 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 employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Ashley Moore is a Financial Solutions Advisor at Merrill Lynch Wealth Management, where she joined the BWA Wealth Management Group in 2022. In her role, she supports comprehensive wealth planning approaches and works directly with clients to develop strategies aligned with their personal values and goals. Ashley leverages the global investing resources of Merrill along with credit, lending, and banking services from Bank of America to support her clients' financial needs. Ashley holds a Bachelor of Arts degree in French Studies from Wake Forest University. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is recognized as a Personal Investment Advisor (PIA). These credentials support her expertise in personal investment advising and financial planning. Outside of her professional work, Ashley is involved with the Tonkawood Ski School, Inc. She is a native of Minnesota, a graduate of Hopkins High School, and resides in the Twin Cities area. Ashley's interests include equestrian activities and volunteering, including teaching ski lessons to children during the winter months.

Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Anthony Martinez is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2004 and has worked at Wells Fargo Clearing since 2022. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Bigaouette is a financial advisor with Wells Fargo Clearing in Coon Rapids, MN. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to his current role starting in 2016, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He serves as a finance council member at the Cathedral of St. Paul. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment approach.

Adeline Meyer is a financial advisor with Ameriprise in Minneapolis, MN. She holds a Series 66 designation and has been in the industry since 2024. Her prior experience includes roles at Ameriprise Financial Services LLC and various positions related to education and community outreach. 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 written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Tracy Edwardsen is a financial advisor with Ameriprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves as a Volunteer Hospitality Lead for a local organizing committee that plans cross-country ski races. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Logan Goetzinger is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 65 and Series 63 credentials. He has one year of industry experience and has previously worked with Foley Equipment Company, River Creek Farms, and Browns Shoe Fit Co. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning and managed-account services as separate but consolidated options, focusing on comprehensive planning without discretionary trading authority.

Rachel Holzem is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held a variety of roles in retail and education, including positions at Pandora Jewelry and the University of Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. 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 combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jason Soli is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Ameriprise Financial Services, Inc., Optum Financial, and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jeffrey Stremmel is a financial advisor with Ameriprise in Minneapolis, MN, holding the ChFC® designation and a Series 63 license. He has 32 years of industry experience, having worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement income planning focused on dependable income and tax-aware withdrawal strategies.

Joseph Dokken is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 66 and Series 63 credentials and six years of industry experience. His background includes service in the U.S. Army from 2015 to 2019, followed by roles at JPMorgan Chase bank NA and J.P. Morgan Securities since 2019. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework.

Allen Boesl is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and six years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2019 and Wells Fargo Bank, NA since 2016. Outside of his advisory work, he serves as treasurer for the Devonshire Townhouse Association, where he manages budgeting and financial oversight. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Jacqueline Larson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Baytons since 1995 and has been with RBC Capital Markets since 2008, including her current role at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Jacob Magnuson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and two years of industry experience. His prior experience includes roles at Avantax Advisory Services, MRK Financial Solutions, and TruPlan Financial Planners. Outside of his advisory work, he has worked seasonally as a UPS support driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses across a broad range of planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Melissa Moser is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at Ameriprise Financial Services and Rodan and Fields. Outside of her advisory work, she serves on the boards of the St. Paul Festival and Heritage Foundation and the Juvenile Diabetes Research Foundation’s Minnesota and Dakotas chapter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and incorporates in-house and third-party investment managers, along with options for tax management and responsible investing.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.