Brent Voeller is a financial advisor with LPL Financial in Plymouth, MN, holding CFP® and multiple securities licenses. He has 14 years of industry experience, including prior roles at Edward Jones and Investment Centers of America. Outside of finance, he works as an independent ice hockey coach and provides consulting for youth hockey tryouts, as well as assisting individuals in job transition with networking. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment programs and supports its advisors with research tools and multiple platform 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.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he served in the United States Air Force from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

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.

Peter Kenefick is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with UBS since 1989. Outside of finance, he serves as president of a restaurant business and is treasurer on the board of a fraternity association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Adrian Huang is a Series 66-registered financial advisor with Thrivent Investment Management, based in Waconia, MN. He has held various roles at Thrivent Financial since 2025 and has experience working in athletic and educational departments at Macalester College and local schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across multiple financial topics, typically delivered as either one-time or ongoing engagements without discretionary trading authority.

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.

John Mc Cormick is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Edward Jones for eight years and spent two years at KARE 11 TV. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

Wendy Kuntz is a financial advisor with LPL Financial based in Waconia, MN, holding a Series 63 designation and over 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. In addition to her advisory role, she serves as an election judge in Waconia and Minneapolis, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing strategic and tactical allocations, model portfolios, and third-party subadvisors.

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.

Justin Wosepka is a Senior Financial Advisor and Assistant Vice President with Merrill Lynch Wealth Management, serving in the Duluth office as part of the Anderson Winberg Group. He joined Merrill in 2022, bringing 13 years of combined experience as a Financial Advisor and Bank Manager. Justin focuses on family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Justin holds a Bachelor's degree in Construction Management and Engineering from Minnesota State University Moorhead. He also completed accredited certificate programs at Wisconsin Indianhead Technical College and earned a Personal Investment Advisor (PIA) professional designation. His approach integrates his diverse financial expertise to help clients develop personalized plans aligned with their goals and priorities. Outside of his professional role, Justin enjoys outdoor activities including downhill and cross-country skiing, running, fishing, baseball, biking, football, and water sports. He and his wife actively participate in the community of Rice Lake, supporting local organizations such as the Boys and Girls Club of Rice Lake.

Andrea Wren is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of advising, she works part-time as a test monitor for American College Testing and as a grocery shopper for Shipt. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and provides tailored strategies based on clients’ advisory risk profiles.

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.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

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.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Amy Lawin is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with RBC Capital Markets and has previous experience at Thrivent Financial and its affiliated entities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through customized advisory programs that offer portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party investment managers to tailor strategies according to client risk profiles, with additional capabilities including alternative investments and integrated lending arrangements.