Craig Bartlett is a CFP® professional with 26 years of industry experience. He is currently with Cetera Investment Advisers and has held prior roles at U.S. Bancorp Investments, Creative Planning, and other firms. Bartlett is based in Saint Paul, MN. Cetera Investment Advisers is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a national network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using multiple program platforms and third-party manager options.

Charles Bremer is a financial advisor with Equitable Advisors in Eagan, MN, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously was associated with Axa Advisors. Outside of his advisory role, he was involved with Ruby's Homemade, LLC for ten years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Amy Gilbert is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2018. Prior to that, she was associated with CRI Securities Inc, Fortune Financial, and Securian Financial Services Inc. Outside of finance, she has been involved with Jazzercise since 1999. Robert W. Baird & Co. is a large institutional firm with approximately $394 billion in assets under management as of December 2025. The DDK Group within Baird’s Private Wealth Management serves a diverse client base including individuals, corporate clients, pensions, and charitable organizations, offering a wide range of financial planning, portfolio management, and advisory services supported by internal research and technology.

Stephen Salmon Jr. is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 26 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2024. Outside of advising, he is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement with substantial investable assets, providing tailored, non-discretionary recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory services, emphasizing products from affiliated firms.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Matthew Greer is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Greer is the CEO of Smokin' Pit Patriots, a startup focused on competitive BBQ and catering, and serves on the Board of Directors for the Kansas City Barbeque Society Foundation. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Drew Schmidt is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS in 2024, he held roles at Edina Country Club, Patterson Dental, Proto Labs, and Saint John's University. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including fee-based financial planning and discretionary portfolio management.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Jason Lane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 20 years. Outside of his advisory role, Lane owns and manages several business entities and serves as an at-large member on the EHS Class of 1995 Reunion Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, offering tailored Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and research-driven advice to support its clients’ retirement planning needs.

Brady Mundahl is a financial advisor at LPL Financial with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub in Woodbury, MN. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and other entities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Sylvester Thomas Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior work includes roles at Foresters Financial Services and Securian Financial Services, Inc. Outside of his advisory work, he is involved in managing rental property. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

Evans Connelly IV is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with UBS Financial Services in Bloomington, MN since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Samuel Martin is a Series 66-registered financial advisor at Ameriprise in Edina, MN, with four years of industry experience. Prior to joining Ameriprise in 2021, he worked at several firms including M&E Catalyst Group and Ewald Consulting. Outside of his advisory role, Martin is involved with Lifetime Fitness as part of their Life Cafe, preparing food and shakes for members. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service provides clients with a written Recommendation Report and ongoing advice, drawing on its investment research and algorithmic tools.

Cody Broadwell is a financial advisor with LPL Financial in Bloomington, MN, holding the Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, he spent time with Equitable Advisors, LLC in 2025 and held various roles outside the financial industry, including positions at Sexton Dining and St. John's. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning and advisory programs, utilizing research and model portfolios from internal and third-party sources, along with various technology-driven investment solutions.

Eric Brenk is a Series 66-licensed financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise since 2018 and previously held positions at Augsburg University and Augsburg College. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Justin Noyle is the Vice President and Branch Leader at Fidelity Investments, where he manages a team of associates focused on delivering client experiences aligned with Fidelity's Standards of Care. He has held this leadership role since 2024, following his position as Assistant Branch Leader at Fidelity from 2023 to 2024. Justin's career in financial services began in 2017 as a Financial Solutions Advisor at Merrill Edge. He then served as a Financial Consultant at ETrade from 2018 to 2020 before joining Fidelity as a Financial Consultant, a role he held until 2023. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Justin enjoys beach activities, boating, skiing, traveling, and spending time with family.

Greg Rowland is a financial advisor with Ameriprise in Richfield, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked for nine years at Ace Moving and Storage. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate tailored recommendations through a centralized consulting team.

Bradley Miller is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, Minnesota Life Insurance Company, and Securain Financial Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Emily Trautwein is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2023 and previously spent nine years at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she is involved in agricultural business ventures and owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies with multiple custody and platform options.

Michael Lynch is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Lynch owns and operates Lynch Camps, a basketball camp in Bloomington, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts nationwide. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.