Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Thomas Schulenberg II is a financial advisor with RBC Capital Markets in Orono, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2005 and spent eight years at City National Bank. Outside of his advisory role, he is a passive owner of a private placement investment vehicle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides diverse portfolio structures designed to meet varied client needs.

Ryan Voxland is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing from 2016 to 2021. Voxland is involved in two investment-related ventures, BSV Financial Partners, LLC, where he holds a 25% ownership interest, and RAV, LLC, which he fully owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu, including niche services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Erin Theisen is a financial advisor with UBS Financial Services in Mound, MN. She holds a Series 66 designation and has 19 years of experience in the industry, all of which have been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Izaak Herrera is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and service in the Minnesota Army National Guard. Herrera has also been involved with the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Lucas Hemling is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at Integrated Equity Management, Commonwealth Financial Network, Thrivent Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop personalized plans.

Christopher Stewart is a financial advisor with Wells Fargo Advisors based in Wayzata, MN. He holds the Series 63 and Series 66 designations and has 30 years of industry experience. His previous roles include positions at Wells Fargo Clearing and UBS Financial Services. Stewart is involved in managing a financial practice through BSV Financial Partners LLC. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including niche services such as business-owner transition and special-needs planning, and uses proprietary research and tools to develop tailored client recommendations.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Daniel Miller is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. 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 uses proprietary research and tools to develop tailored recommendations for clients.

Daniel Burfeind is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. He is based in Wayzata, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and quantitative modeling tools.

Tracy Manson is a financial advisor with Merrill in Wayzata, MN, holding Series 63, 65, and 66 credentials and having 32 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jayne Bushman is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 1993 and brings over a decade of prior experience owning her own business. Jayne focuses on a range of wealth management services including retirement planning, portfolio strategy, and estate planning. Jayne holds several professional designations including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She completed her high school education at Windward School for Adults. Her client focus areas include education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. In addition to her professional work, Jayne is actively involved in community volunteer efforts, including health-related fundraising initiatives and education. She supports the Tim Rasmussen Foundation. Her personal interests include boating, hiking, photography, skiing, soccer, and traveling.

Thomas Tollefson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a prior role at Equitable Advisors. Outside of his work at Cambridge, he serves as president of CPHASE Financial. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.

Donald Hutson is a financial advisor with Merrill in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill since 1985 and also has a 15-year tenure with Bank of America, N.A. There are no other business activities reported. 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.

Kory Steil is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1996, bringing decades of market experience to his role. Kory specializes in developing personalized wealth management strategies that reflect his clients’ unique financial situations and long-term goals. His expertise includes managing investment opportunities and navigating market challenges, drawing on his experience through events such as the 2008 financial crisis and the 2020 pandemic. Kory earned his Bachelor's degree in business administration from the University of Arizona, graduating Summa Cum Laude with Honors. He further advanced his professional credentials by obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and becoming qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. He maintains professional designations including CFP and Personal Investment Advisor (PIA). Outside of his professional career, Kory participates in community volunteering activities. He and his wife are parents of two sons and enjoy spending their free time playing pickleball.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Mark Kangas is a financial advisor with Charles Schwab based in Wayzata, MN, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior roles include positions at Scottrade, Inc. and TD Ameritrade Investment Management, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he served in the United States Air Force from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.