Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Jeremy Mitchell is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at Howden Re, Fidelity Brokerage Services LLC, and Thrivent Investment Management Inc. Outside of his advisory work, he has been involved in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Andrew Knutson is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Knutson serves as President of the American Bandy Association, an amateur sports organization focused on developing the sport of bandy in the United States and supporting youth programs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning alongside specialized services such as business-owner transition and sports & entertainment planning.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Sean Kane is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a partner in a rental property venture in Wayzata, Minnesota. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Britt Tappen is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she co-owns Backyard Bars LLC, a construction business. Ameriprise is an institutional firm serving clients with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 designations and have worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Taylor White is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has additional involvement as a director and owner in multiple financial and investment-related businesses, including Vision Financial Group and Financial Integrators. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Mitchell Levin is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has previously worked at TCF Bank. Levin is currently based in Wayzata, MN. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.

Kendra Kosek is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Symmetry Lending and has experience in other service industries. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Theodore Krumholz is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, NorthMarq Capital, Day Plumbing, and Bank Midwest. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Van De Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1999 and serves a select group of individual and corporate clients. Thomas works with clients on a wide range of financial matters including investments, estate planning strategies, retirement forecasting and planning, as well as credit and lending through Bank of America, N.A. He aims to create customized financial strategies that address the unique complexities of each client's situation. Thomas holds a B.A. in Religion and Philosophy from St. Olaf College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on areas such as college education planning, legacy planning, LGBT wealth planning, retirement income, portfolio management, and socially responsible investing among others. He is active in the Twin Cities community, volunteering with organizations like Habitat for Humanity, SWWS Booster President, and Wishes and More. Thomas lives in Minneapolis with his wife Sara, their three children, and a golden retriever named Mylo.

James Wright is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill since 1997 and Bank of America, NA since 2009. Outside of his advisory role, he coaches youth hockey for the Los Angeles Junior Kings. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.

Maxwell Greseth is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he operated Greseth Financial Group and was involved in the hospitality industry through Boss' Pizzeria and Sports Bar. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.

Kevin Schmitz is a financial advisor with LPL Financial based in Excelsior, MN. He holds a Series 65 designation and has recently transitioned from a 21-year career at Illinois Tool Works (ITW) to advisory roles beginning in 2025. Outside of his advisory work, he is involved with Schmitz Iowa Farmland, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karla Lindsay is a financial advisor at Morgan Stanley in St. Paul, Minnesota, with 17 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2012. Outside of her advisory work, she is involved as an artist and has a role in a retail and online footwear business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Adam Phillipich is a Series 66-licensed advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following an 11-year tenure at Axa Advisors, LLC. Outside of his advisory role, Phillipich serves as Chairperson of the Bloomington Future Leaders Steering Committee through the Bloomington Chamber of Commerce. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Madeline Thun is a Series 66-licensed advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. for seven years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.