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.

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.

Stephanie Novacek is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016 and has been involved with Wright Lumber & Millwork, a retail building materials and contracting business, since 1992. Novacek holds a role as secretary at Wright Lumber & Millwork and is co-trustee of a family trust managing a cabin property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

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.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Andrew Starkey is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Ameriprise Financial from 2017 to 2021 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad retail and institutional offerings.

Matthew Buechel is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a trust based in Nantucket, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services.

Jeanne Rosengren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1986 as a securities analyst and transitioned to wealth management in 1998. Jeanne provides advisory services to high-net-worth families and small companies, focusing on family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She utilizes the resources of Merrill Lynch to assist clients in clarifying their financial goals, investment selection, and asset allocation strategy. Jeanne holds a Bachelor's Degree from St. Cloud State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience includes advising individuals and multigenerational families on retirement planning, education funding, wealth transfer, and wealth preservation. Jeanne is a member of the Children’s Legacy Advisors board. Active in her community, Jeanne has supported nonprofit organizations such as Interfaith Outreach and Community Partners, Benilde St. Margaret’s School, and Susan G. Komen, including speaking on breast cancer awareness related to her personal experiences. She resides in Plymouth, Minnesota with her husband, Steve, and their three adult children. Jeanne enjoys spending time with her family, tennis, and traveling.

Scott Hallett is a CFP® professional with 35 years of experience in the financial industry. He has worked at LPL Financial since 2009 and holds a Series 63 license. He also has a long-standing role at Old National Bank since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and leveraging technology for operational and research support.

Daniel Law is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2008 and previously worked at UBS Financial Services and Wells Fargo Investments. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research, manager selection, and model-traded strategies, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Micah Benway is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He holds a Series 63 license and is involved outside of his advisory role as a board member of Feed My Starving Children and leads Paragon Operations, LLC. Ameriprise offers retirement-income planning services targeting clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Nicolas Hartlage is a financial advisor with Cambridge Investment Research Advisors in Rogers, MN, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at FSC Securities Corporation and Financial Concepts, and he has also worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals and a variety of platform options.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Dorsey is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of MDFF LLC, an entity established for expense management and operational continuity among team members. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its large institutional platform.