Michael Wolke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 17 years before joining Wells Fargo Advisors in 2022. Wolke also owns Wolke Wealth Management LLC and is involved with Wolke GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Hans Hummel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Heie is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Equitable Advisors LLC and held roles outside finance, including positions at Pure Hockey and Majestic Oaks Golf Club. Heie also worked at the University of St. Thomas for four years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and generally recommends investment categories and strategies, with implementation requiring separate arrangements.

Owen Fuls is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. before joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory and a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Ewings is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Matthew Bearth is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has held positions at multiple firms including AdvisorNet Wealth Partners and Box Financial Advisors. Outside of his advisory work, he serves as an alumni ambassador for St. John Vianney Seminary in St. Paul, MN, assisting with event planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning and investment strategy management. Since joining the financial services industry in 2005 and transitioning to Merrill with his group in 2009, he has focused on aligning clients' wealth with their goals and priorities. Brandon works extensively with family-owned business owners, advising on both personal wealth and business matters, and consults on company retirement plans and foundations regarding investment policy and plan design. Brandon holds a bachelor's degree in Finance from St. Cloud State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Certified Private Wealth Advisor (CPWA®), and Chartered Retirement Planning Counselor (CRPC™). He is a member of both the Financial Planning Association and the Investments & Wealth Institute. Outside of his professional work, Brandon is involved in community organizations such as the Orono Softball Association and the Orono Rotary Club. He resides in Long Lake with his wife and their five daughters.

Mariam Vedadi is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 credential and has worked at Osaic since 2023. Her prior experience includes roles at SagePoint Financial, RiverSource Distributors Inc., and Comprehensive Financial Solutions LLC. She also operates Vedadi Wealth Management, an S-Corp financial planning business that supports other advisors with client meeting preparation and follow-up. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and third-party platforms to construct portfolios for individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Noah Dendinger is a financial professional with Cetera, holding a Series 66 credential and three years of industry experience. He has worked at firms including North Star Resource Group and Aaron Hatanpa - State Farm Agency. Outside of advising, Dendinger serves as president of the Justin Dendinger Foundation Inc., a nonprofit that organizes an annual fundraiser supporting high school graduates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides access to multiple investment strategies through a multi-manager platform, combining discretionary and non-discretionary portfolio management with various program structures and third-party partnerships.

Andrew Huseby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Castlelake, Eaton Vance Distributors, and Parametric Portfolio Associates before joining J.P. Morgan in 2017. He is based in Minneapolis, MN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Robert Hessler is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, Hessler serves as a referee for women's lacrosse. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support these plans, with an emphasis on assets held in Ameriprise Managed Accounts.

Bradley Piermantier is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020, following prior roles at Wells Fargo Bank from 2011 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Kalsang Dickyi is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Kalsang worked at Morning Glory Homes and the University of St. Thomas. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Juan Lopez Maya is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those objectives. Juan offers ongoing advice and adapts financial plans as clients’ situations evolve, addressing priorities such as retirement planning, investing, and saving for unexpected expenses. Juan holds professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his high school diploma from Oakcrest High School. Juan is bilingual, fluent in both Spanish and English.

Thomas Jenson is a financial advisor with Ameriprise, holding the PFS™ designation and Series 63 license, with 30 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, Jenson is involved in tax preparation and serves as treasurer on a board of directors. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling to provide tax-efficient withdrawal strategies and personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Austin Bock is a CFP® with nine years of industry experience, currently with LPL Financial since 2026. He previously worked at Ameriprise Financial Services, LLC, CTB Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves on the Alpha Delta Phi Minnesota Alumni Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, supported by model portfolios, subadvisors, and research from LPL Research.

Gerald Asplund Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2012. He has 32 years of industry experience and holds Series 63 and Series 65 licenses. His additional business activities include serving as a non-variable insurance producer and involvement in tax preparation and accounting through related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

David Keller is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and with 30 years of industry experience. He has been affiliated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1995. Outside of his advisory role, he is involved in insurance sales and serves as chief manager of Keller 1, LLC and Keller Management Company, which focus on real estate activities including property buying, selling, and homeowners association management. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative financial planning using firm-approved analytical tools and delivers written recommendations, with additional services such as educational seminars and specialized planning programs.

Dominique Wondra is a Series 66-credentialed advisor at Ameriprise in Minneapolis, MN, with one year of industry experience. Prior to joining Ameriprise, Dominique held roles at Aldi, Prodigy Web Services, Torq Labs, and Owatonna Senior High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.