Megan Reichel is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles in the hospitality and event management sectors, including management positions at Bison Creek Bar & Dining and Huikko's Bowling Center, as well as in title services at Northland Title. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a large nationwide network of financial advisors and branch offices.

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.

Anthony Tsakakis Jr. is a financial advisor with Ameriprise Financial Services LLC in Edina, MN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

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.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Gregory Thurin is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he has a business ownership interest in MOTT Real Estate LLC, involved in leasing real estate for office use. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he owns Felknor Financial Group Inc. and works as an independent insurance agent specializing in health and life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

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.

Brooke Anderson is a CFP®-designated financial advisor with six years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at Lifelong Wealth Advisors, AdvisorNet Wealth Partners, Wells Fargo, and Securian Financial Services. She has also served in the Minnesota Air National Guard. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

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.