Dominique Latterelle Paskach is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Dominique held various roles including positions at First National Bank of Omaha and the UCCS Excel Communication Center. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 utilizes structured planning tools and broad investment offerings.

Krystal Julius is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. She leads the Eckerline Julius Wealth Management Group, providing strategic wealth management services to individuals, families, businesses, and organizations. Krystal's expertise includes family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Krystal has spent her entire career in wealth management, joining Merrill in 2008 after serving as a Wealth Management Banker with Bank of America. She holds the Chartered Financial Consultant (ChFC) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and a Personal Investment Advisor (PIA) designation. Krystal earned a Bachelor's degree from the University of Saint Thomas. Outside of her professional role, Krystal is involved in several community organizations including Feed My Starving Children, Gigi's Playhouse Twin Cities, Salvation Army, and St. Bartholomew. She is also connected with the Minnetonka Figure Skating Club and YMCA of the North. In her personal time, Krystal enjoys gardening, golfing, music, traveling, yoga, and spending time with her family.

Emma Nelson is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. She has worked at LPL Financial and Old National Bank since 2022. Outside of her advisory role, she has experience in client-facing and marketing positions at various organizations, including Youth Marketing Company and Evereve. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Maeyaert is a CFP®-certified financial advisor with Ameriprise, based in Shorewood, MN, with 35 years of industry experience. He has been with Ameriprise since 2005, including his current role starting in 2020. Outside of advisory work, he owns and operates several businesses related to real estate management, racing products, and social media influencing. Ameriprise serves clients primarily through its retirement-income planning service targeting individuals with significant investable assets, offering tailored, research-driven recommendations and a broad range of advisory, brokerage, and insurance solutions.

Dean Breitbach is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He joined Wells Fargo Advisors in 2026 after spending 17 years at UBS Financial Services. He holds the Series 63, Series 65, and Series 66 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Abigail Copland is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Grand Forks Air Force Base for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Andrew Gagnon is a financial advisor at Ameriprise with 9 years of industry experience and holds a Series 66 designation. He has worked at Ameriprise Financial Services since 2016. Outside of his advisory role, he coaches 7th grade basketball and helps organize a youth baseball organization in Watertown, MN. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Dale Copeman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 16-year tenure at Wells Fargo Bank. Based in Waconia, MN, he provides advisory services through a firm known for serving a wide range of individual and institutional clients. Edward Jones is a full-service wealth management firm serving over four million clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adelyne Salzer is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Morgan Stanley, she worked at Vertex Capital Planning and Northwestern Mutual Private Client Group. Outside of finance, she is involved as an employee at Hope Breakfast Bar, a restaurant and bar in Saint Louis Park, Minnesota. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a process that includes structured discovery and firm-approved planning tools.

Kyle Holecek is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021. Prior to his current role, he held positions at several Target locations between 2015 and 2021. 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 plans, corporations, and charitable organizations.

Rachel Radke is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill in 2021, she worked at Ameriprise Financial Services and has held various roles including positions at Viterbo University and in the retail and automotive sectors. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Lori Swart is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. since 2013. 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 investment strategies for individuals, high-net-worth clients, and institutions.

Natalie Weelborg is a financial advisor with Edward Jones in Wayzata, MN. She holds Series 66 and Series 63 licenses and has eight years of industry experience. Prior to joining Edward Jones in 2025, she worked at Houlihan Lokey, Houlahan Loke Capital Inc, BMO Capital Markets, and spent four years at the University of St Thomas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Curtis Larson is a financial advisor with Charles Schwab in Watertown, MN, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Ann White is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.