Chelsea Maier

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cheryl Kunstle is a CFA® charterholder and holds a Series 63 license with 25 years of industry experience. She is currently affiliated with Cetera and has also been involved with Tartan Financial Services, LLC and Cetera Wealth Services, LLC. Outside of her advisory work, she owns and operates a business consulting service focused on office efficiencies, technology, business development, marketing, and staffing, as well as providing tax preparation services through a separate accounting and tax advisory firm. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party managers. The firm combines retirement and fiduciary capabilities with a broad advisory platform, supported by multiple program structures and custodial arrangements.

Kathryn Wilson is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Arbor Point Advisors, and KMS Financial Services. In addition to her advisory role, she sells term and hybrid life insurance policies with long-term care riders as a service to clients for estate planning purposes. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and programs through a large network of advisors.