John Ohman

Patricia Savre serves as a Resident Director and Wealth Management Advisor at Merrill, focusing on delivering goals-based financial advice and customized wealth management strategies. She works with clients on areas including college education planning, divorce transition planning, employee benefits, equity compensation services, family wealth management, legacy planning, and investment consulting for defined contribution plans. Patricia emphasizes listening to clients to tailor financial strategies that align with their needs and aspirations while ensuring clients understand the wealth management process. Patricia earned her Bachelor's degree from the University of North Dakota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Raised in a small farming community in North Dakota, she now resides in the Twin Cities with her husband and three daughters. Outside of her professional role, Patricia is involved with local organizations such as Lakeshore Players Theatre, Northern Impact Volleyball Club, and St Odilia School. Her personal interests include gardening, golfing, ice hockey, running, traveling, and spending time with her family.

Christopher Lage is a financial advisor at OSAIC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance since 2021, alongside roles at Retirement Advisory Services, Inc. and Advisornet Wealth Management since 2019. Outside of finance, he owns Lage Tree Farm LLC, which grows and sells Christmas trees and other tree species. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Gary Lage is a CFP® with 44 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Royal Alliance Associates, AdvisorNet Wealth Management, ProEquities, and Retirement Advisory Services, where he has been active since 1986. Outside of advisory work, he owns and operates a fixed insurance sales business specializing in fixed life, disability, and annuities. OSAIC is a large SEC-registered investment adviser and FINRA broker-dealer serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with asset allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Andrew Sorum is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, Sorum is active in his community as a member of the Rotary Club of Pelican Rapids, serves on the Pelican Rapids School Board, and is a board member and treasurer for the United Way of Otter Tail and Wadena Counties. He also works as a business and agricultural lender at Minnesota National Bank and provides income tax preparation services for family members. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, integrating advisor-managed accounts, model portfolios, and third-party solutions with both discretionary and non-discretionary options.

Seth Lage is a financial advisor with Osaic Wealth, Inc. based in Pelican Rapids, MN. He holds Series 63 and Series 65 licenses and has four years of industry experience. Outside of his advisory role at Osaic, he is co-owner and Investment Advisor Representative at Retirement Advisory Services Inc., where he also works as an insurance producer handling annuity applications. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process integrating risk-tolerance assessments, asset allocation, and portfolio optimization, offering a wide range of investment options and advisory services through a large network of advisors.