Deana Healy is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN, holding CFP®, Series 63, and Series 66 designations and possessing 25 years of industry experience. She has worked at Ameriprise since 2020 and previously held roles at Randstad Technologies and Salo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bryan Wildes is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing one year of experience to his role. His prior work includes four years at Willis Towers Watson and multiple positions at Thrivent Financial since 2018. Outside of his advisory work, he is a singer and bass player in a post-punk electronic experimental rock band and also writes and self-publishes short and long fiction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic goal-based analyses and planning without discretionary trading authority. The firm’s services cover a wide range of topics, including retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing structure.

Matthew Wangler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Huntington Investment Company. Outside of advising, he owns a home improvement business and works as a food delivery driver. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Cole Babcock is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Wealth Enhancement Advisory Services, LPL Financial, New Era Financial Advisors, and Huntington Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a disciplined process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its management of multiple registered investment companies, use of systematic methodologies, and advisory role within Fidelity Institutional Wealth Adviser.

Antony Fisher is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping individuals and families align their current financial situation with their long-term vision for retirement. He focuses on areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. With experience rooted in comprehensive wealth management planning, Antony assists clients in understanding the timing and amount needed for retirement savings, spending, and Social Security benefits. He emphasizes acting with integrity and prioritizing his clients' best interests to provide clarity and confidence. Antony holds a Bachelor's Degree from Southern University and is a Personal Investment Advisor (PIA). He is a member of Kappa Alpha Psi and The Monitors Club and is involved with the Phyllis Wheatley Community Center. Outside of his professional work, Antony enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.

Shawn Wermerskirchen is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities, Inc. and Massmutual Life Insurance Co. He is also the owner of Wealth Harbor Advisory, LLC, an entity related to pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and a range of investment and event-driven planning services.

Grace Schneider is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Vector Marketing. Outside of finance, she is involved with Superior Lawn and Landscape in St. Bonifacious, Minnesota. 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. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process utilizing firm-approved tools and modeling techniques.

John Palmatier is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously at Focus Financial for six years. Outside of finance, he has a role as a night auditor and manager on duty at a downtown Minneapolis hotel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.

Thomas Thurin is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, including its affiliate Ameriprise Financial Services, Inc. Outside of his advisory role, he is a registered team member of the BDLR Group, Inc., a non-investment-related activity. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team, alongside offering a broad range of advisory, brokerage, and insurance solutions.

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Thomas Lavin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Riversource Distributors, Inc. for five years and spent time as a full-time student for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, asset allocation analysis, and criteria requiring minimum investable assets, operating within an investment universe influenced by its affiliated product ecosystem.

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

David Brown is a financial advisor at Raymond James Financial Services Advisors Inc. with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2012. Outside of his advisory role, Brown is involved with K L Brown & Associates, where he supports client reporting and online workflow management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Blake Wehling is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wealth Enhancement Group and Wells Fargo Bank, as well as ownership of Blake's Discount Furniture LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stacy Eng is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Loren Beaudette is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and having three years of industry experience. Before joining Equitable Advisors, Loren held various roles in the food service and retail sectors, including positions at 4 Sisters Wine Bar and Tapas Restaurant, Freighthouse Restaurant, and Big Al's Pizza. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate entities, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and has previous experience with LPL Enterprise LLC and several other firms. Debianchi is involved with the Black, Educated, Successful, Thriving Young Male Enrichment Program, a nonprofit organization. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Michael Jasan is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has previously worked at FSC Securities Corporation for 27 years. He is also the owner of Michael R. Jasan & Associates, a sole proprietorship that maintains insurance products for individuals. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerances and investment restrictions.