Lindsay Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2005, focusing on developing financial strategies for high net worth individuals and business owners. Lindsay holds the CFP® certification and the Personal Investment Advisor (PIA) designation. She earned Bachelor's degrees in Economics and Finance, along with a minor in Accounting, from the University of Wisconsin-La Crosse. Lindsay's professional expertise includes college education planning, divorce transition planning, services for endowments, foundations and non-profits, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Lindsay lives in Minnetonka with her husband, Matthew, and their two children. She is actively involved in her community, supporting non-profit organizations such as Wishes & More, and serves on the Gleason Lake Association Board. Her personal interests include interior decorating, music, painting, and spending time with her family.

Rochelle Slattery is a financial advisor at Osaic with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and Arbor Point Advisors. In addition to her advisory role, she serves as an OSJ Principal, supervising representatives in both investment and insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and the use of both proprietary and third-party investment strategies.

Andrew Olson is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 65 designations with 27 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies based on clients’ risk profiles, combining in-house and third-party investment managers and providing a variety of portfolio management and financial planning services.

Brian Mickelson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is Chief Financial Officer and financial advisor for TC Family LLC, where he manages company financials. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate modeling, tax strategies, and income planning. The firm delivers these services through a centralized consulting team and combines algorithmic tools with advisor oversight.

Blaise Poupore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Schaun Kirks is a financial advisor at Ameriprise in Minneapolis, MN, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for RBC Capital Markets Corporation for 18 years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Brian Gray is a financial advisor with Ameriprise in Jordan, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, including American Enterprise Investment Services, INC, where he currently works. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm serves a broad client base and offers a comprehensive range of advisory, brokerage, and insurance solutions.

Davis Breen is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Cetera and its related entities since 2017. Outside of his advisory role, he is involved as a client support specialist at Sterling Retirement Resources. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm offers multiple program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Andrew Pudwill is a financial advisor with Ameriprise in Burnsville, MN, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc. since 2016 and at American Enterprise Investment Services Inc. since 2022. Outside of his advisory role, he owns and operates Telaris LLC, a small business focused on client acquisition and software setup. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Adam Himelson is a financial advisor at Osaic Wealth Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Independent Financial Group, LLC, and NPB Financial Group, LLC. Outside of his advisory role, Himelson is involved in event planning through Himelson Enterprises Inc. Osaic Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization, supporting various discretionary and third-party managed strategies.

Brendan Marohn is a financial advisor at RBC Capital Markets in Minneapolis, MN, with 14 years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2013. 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 various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Une Enyenihi is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo, Une worked at Ameriprise for one year. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Meyer is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and nine years of industry experience. He previously worked at U.S. Bancorp Investments, U.S. Bank, and UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Lucas Aubin is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Caissa Wealth Strategies and MPPL Financial. 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 both brokerage and advisory solutions.

Joseph Simonett is a financial advisor with Charles Schwab, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021, following five years at Ameriprise Financial Services, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its 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 supported by research from its Center for Financial Research.

Mikkie Hoang is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. She has been with Wells Fargo Clearing Service, LLC since 2018 and with Wells Fargo Bank, NA since 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Jian Yang is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Spring Park, MN, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andres Herrera is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 credential and has worked previously in automotive and logistics sectors, including roles at Walser Automotive, Reynolds Logistics, Morries Automotive, and CBRE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment options.

Steven Rowan is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 66 designation and 22 years of industry experience. He has worked with MassMutual Life Insurance Co. and MML Investors Services Inc. since 2009. Rowan also works as an insurance broker, focusing on sales and service of traditional and fixed indexed insurance products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, providing recommendations based on firm-approved analysis tools.

Amber Johnson is a CFP®-certified financial advisor with Ameriprise in Red Wing, MN, where she has worked since 2019. She has five years of industry experience, including four years at The Food Group prior to joining Ameriprise. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.