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.

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.

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.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Rachel Radke is a financial advisor with Merrill in Wayzata, MN, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Merrill in 2021, she worked at Ameriprise Financial Services, LLC for one year. Outside of finance, she has been involved in various roles at Viterbo University and in the retail business Navaree Liquors Inc. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

Alexis Didier is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Alexis held roles at Hudl and several hospitality and service businesses. Charles Schwab 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 separately managed accounts and offers a structured approach to alternative investments and cash management.

Natalie Weelborg is a financial advisor at Edward Jones in Wayzata, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. Her prior roles include seven years at Houlihan Loke Capital Inc and shorter tenures at Houlihan Lokey and BMO Capital Markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of advisors and branch offices.

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.

Michael Pasqua is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Pasqua is also a licensed CPA, though he does not devote time to accounting activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Isaac Foster is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously worked at Security Benefit and the Minnesota Timberwolves. Outside of finance, he has experience in the restaurant industry and entrepreneurial ventures, including operating Foster Training and working with several food establishments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Kari Kraemer is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she works as a grocery shopper and delivery employee for Shipt. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Clayton Knutsen is a CFP®-designated financial advisor with six years of industry experience, currently with Wells Fargo Advisors since 2026. His prior roles include positions at UBS Financial Services and Great Waters Financial. Outside of advising, he serves as a high school hockey coach at The Blake School in Minneapolis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. They provide tailored recommendations through a network of advisors using proprietary research and tools, offering both brokerage and advisory programs.

Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.