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.

Sharon Olson is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2000. She holds a Series 63 license and operates out of Bloomington, MN. Outside of her advisory role, Olson is involved in fixed insurance sales through Olson Wealth Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Lori Swart is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Chelsea Zoumides is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at FirstService Residential and PowerObjects. Chelsea is also active as a notary in her community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology and a large network of advisors.

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.

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.

Warner Young is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles including managing a sports bar and grill, and involvement with hockey development camps. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets 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 two years of industry experience. His work history includes roles at Fidelity Investments, the University of St. Thomas, and The Town and Country Club. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model strategies, and fund advisory services.

Katherine Newgard is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Optum for 12 years. She is also the owner of Flourish, LLC, a business focused on children's educational toys. 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 through a nationwide network of more than 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Zachary Pias is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and with 2 years of industry experience. Prior to joining LPL Financial, he worked at Mitsubishi HC Capital America, Inc. and Hitachi Capital America Vendor Services. He operates under the DBA Pias Wealth Management for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support advisors and clients.

Peter Durand is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with UBS since 1995. Durand serves on the board of the Durand Heritage Foundation, a charitable organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings and leveraging proprietary research and model-based asset allocations.

Rachel Mc Cready Flora is a financial advisor at Edward Jones with six years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Rachel Evelyn Design, a freelance front-end web development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated investment capabilities.

Curtis Larson is a financial advisor with Charles Schwab in Watertown, MN, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Justin Kappel is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.