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.

Janice Hatlestad is a financial advisor with UBS Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with UBS since 2015. Outside of her advisory role, she serves as a notary in the State of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.

Paul King is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. He serves on the board of directors for the Maple Grove Lutheran Foundation, where he leads fundraising and disbursements to other nonprofits. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

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.

Amy Lundstrom is a financial advisor with Ameriprise in Plymouth, MN. She holds a Series 66 designation and has six years of industry experience. Prior to Ameriprise, she worked at Constellation Wealth Group and spent 19 years at NorthRock Partners. She is also involved in real estate ownership outside of her advisory work. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Gregory Kuehn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

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.

Mark Pehrson is a Certified Financial Planner (CFP®) with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019. Pehrson is also involved as treasurer for the South Metro Huskies, a community organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

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.

Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Juncker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2024. Outside of his advisory role, he has been involved with lacrosse teams, including Team 36 Lacrosse and the University of St. Thomas Men's Lacrosse. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

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.

Jamal Abu Shamala is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of finance, he is involved in basketball training and coaching, founding JAS Elite Training and serving as an assistant JV and varsity basketball coach at Blake High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and research from its Chief Investment Office and global teams to tailor financial plans aligned with clients’ goals and risk tolerances.

Jonathan Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is the proprietor of Bad Medicine Brewing LLC, a brewery business based in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Lizbeth Baker is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, previously spending eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

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.