Rachel Radke is a financial advisor at Merrill with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Ameriprise Financial Services, LLC. Outside of finance, she has been involved with Navaree Liquors Inc. and Viterbo University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Schwartz is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 63 designation and 17 years of industry experience. Prior to joining Raymond James in 2021, he worked at Ameriprise Financial Services for 13 years. He is also the CEO of BKEM Consulting, a business entity through which he manages his financial advisory practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and extensive affiliate networks.

Ryan Honken is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to develop synchronized wealth planning strategies tailored to families. He focuses on providing service that is flexible and timely to meet the specific needs of clients. Prior to his current role, Ryan worked as a Financial Consultant at Ameriprise Financial Services LLC from 2020 to 2023. His experience includes working closely with clients to manage their financial goals and planning. Ryan emphasizes delivering a business experience that fosters comfort and trust for those he serves. No additional information about his education, credentials, or personal interests has been provided.

Michael Warner II is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked with Avantax Investment Services and RGW Wealth Management, where he is a member and manager. Warner is also a CPA and serves as vice president at Gerhardson, Warner & Wehmhoff CPAs, Ltd. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party money managers.

Nicholas Hagan is a financial advisor with Ameriprise, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2010. In addition to his advisory role, he is a registered team member at BDLR Group, Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Sisam is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked with Christian Family Church and Life Church of Eden Prairie. Outside of his advisory role, he coaches writers and authors on publishing their books. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad asset spectrum. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors.

Lori Swart is a Series 66-licensed financial advisor with 23 years of industry experience, currently affiliated with Merrill in Wayzata, MN. She has worked at Bank of America, N.A. since 2013 and Merrill since 2012. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by affiliated managers, integrated within Bank of America’s larger corporate platform.

Derek Sobota is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Sobota is a partner and associate financial advisor at Ikigai Operations LLC, a business supporting the operations of his Ameriprise practice. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Chelsea Zoumides is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 66 designation and four years of industry experience. She previously worked at FirstService Residential and PowerObjects. Zoumides also serves as a notary. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Brady Mickolichek currently serves as Vice President and Financial Consultant. He is a Certified Financial Planner® with over a decade of experience in the investment industry. Brady has held various roles including Financial Consultant and Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he held positions such as Financial Advisor at Ameriprise Financial, Associate Wealth Manager at All Star Financial, and Financial Advisor at Merrill Lynch. Throughout his career, Brady has developed expertise in delivering personalized financial guidance by understanding clients' goals and preferences. He values building lasting relationships through meaningful interactions and is dedicated to enhancing his clients' well-being. Outside of his professional work, Brady enjoys biking, family activities, fitness, exploring food, and skiing.

Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

Kevin Winters is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options, including specialized services for business-owner transitions, special-needs analysis, and divorce planning.

Edward Kraus Sanders is a financial advisor at Edelman Financial Engines with 10 years of industry experience and holds a Series 65 designation. He has worked at Edelman Financial Engines and its predecessor entities since 2016. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, discretionary management, and non-discretionary online advice.

Natalie Weelborg is a financial advisor with Edward Jones in Wayzata, MN. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, she worked at Houlihan Lokey, Houlahan Loke Capital Inc, BMO Capital Markets, and spent four years at the University of St Thomas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Justin Rutar is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 17 years. In addition to his advisory role, he operates Rutar Financial Services, Ltd., and acts as an independent insurance agent offering fixed insurance products including life, disability, long-term care insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm provides integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party solutions to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Helgeson is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. His career includes roles at Bank of America, N.A., and technology companies such as Lyft and Uber. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm operates within Bank of America’s corporate platform, providing access to various investment products and services.

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Justin Pettit is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Vermillion Insurance Agency, Vermillion Wealth Management Inc., Securities America, Inc., and Cetera Investment Advisers, LLC. He also works as a paraplanner assisting with financial planning and client communications. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficient strategies to provide personalized recommendation reports. The firm serves clients with at least $1 million in investable assets and emphasizes a range of advisory, brokerage, and insurance solutions through its institutional platform.

Jonah Hoeg is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at the University of St. Thomas, The Town and Country Club, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its role as a registered commodity pool operator and formal advisor to multiple registered investment companies.