Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.

Michael Adams is a financial advisor at Stifel with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co., Inc. since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services, employing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Chad Villagomez is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory role, he coaches high school golf and is involved in public speaking for a Bible study group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice supported by in-house investment research and third-party data.

Shannon Johnshoy is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2014 and is a co-owner of Constellation Holdings LLC, an investment-related business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team that supports its financial advisors.

Phillip Heles is a financial advisor at Edward Jones in Chanhassen, MN, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jesse Bull is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at UBS Financial Services since 2015 and was previously at Merrill for two years. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research, model-based asset allocations, and a range of capital markets services to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Mark Rethlake is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Ireen Sommer is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of her advisory role, she serves on the Board of Directors for the Minnesota Hunter & Jumper Association and participates in its Membership and Year End Awards Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Monahan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Monahan serves on a committee managing the endowment fund for Shepherd of the Valley Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through 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.

Michael Dorsey is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of MDFF LLC, an entity established for expense management and operational continuity among team members. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its large institutional platform.

Janet Mcconkey is a financial advisor at RBC Capital Markets with eight years at the firm and a total of 14 years in the industry. She holds the Series 66 designation and previously worked at Schluchter Investment Advisors. Outside of her advisory role, she owns North Star Grant Writing, LLC, which provides grant writing and nonprofit consultation services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rick Sterling is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been associated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that utilize both in-house and third-party investment managers.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Julie Perrella is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and bringing 12 years of industry experience. She has been with RBC Capital Markets since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Gregory Rieland is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of a recreation-related business in Rogers, Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Donald Adams Jr. is a CFP® professional with 37 years of industry experience. He has worked at UBS Financial Services since 2016 and previously spent 12 years at Merrill. Based in Wayzata, MN, Adams holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management.

Margaret Jakubik is a financial advisor with Ameriprise in Shorewood, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2009, working both at Ameriprise Financial Services and the current firm. Outside of her advisory role, she owns MJ3 Enterprises, through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Specker is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.