Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Grant Walters is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Prime Therapeutics, Polaris Industries, and UnitedHealth Group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Christopher Kruse is a CFP®-designated financial advisor with Edward Jones in Wayzata, MN, holding 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Chairman of the Board of Deacons at St. John's Lutheran Church and has held leadership positions with the Rotary Club of Monticello. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill for a total of 20 years, with a one-year period at RBC Capital Markets in between. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Jung is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, Jeremy worked at Best Buy and Cabela's. Outside of finance, he owns a cabin rental business in Crosslake, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Dean Rydstrand is a financial advisor with Charles Schwab in Wayzata, Minnesota, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2018. Outside of his advisory role, he is the owner and creator of Anti-Gravity Shoelaces, a novelty and games business based in Orlando, Florida. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separate managed accounts and employs a multi-asset model portfolio investment approach.

Wendy Meyer is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Merrill since 2016 and currently also has a role with Bank of America N.A. since 2024. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Litecky is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. 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, including tailored financial planning services supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Nathan Pribyl is a financial advisor with LPL Financial based in Wayzata, MN. He holds a Series 63 designation and has 12 years of industry experience, including roles at True Vision MN LLC and Financial Engines Advisors LLC. Outside of advising, he is involved in home building and construction through his ownership of Allied Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolio programs, utilizing both proprietary research and third-party strategies.

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.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.

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.

Michael Gagnon is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Gagnon serves on the finance committee of St. Mary’s Catholic Church in Waverly, MN, and participates in local community baseball team activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Jocelyn Fena is a financial advisor at Charles Schwab with Series 66 credentials and four years of industry experience. Prior to joining Schwab, Jocelyn worked at Berger Montague PC, Gartner, Inc., and The Advisory Board Company. Charles Schwab & Co., Inc. serves mainly 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.