Lesley Mairin is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and having seven years of industry experience. Her prior work includes roles at Merrill and Morgan Stanley Smith Barney LLC, as well as a position at The Olive Branch Oil & Spice Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Martha Lewin is a financial advisor at Merrill with Series 63 and Series 66 designations and 35 years of industry experience. She has been with Merrill since 1988. 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.

Mark Flannery is a financial advisor with LPL Financial, holding the CFP® designation and over 36 years of industry experience. He has held roles at several firms, including H. Beck, Inc. and Grove Point Investments, LLC. In addition to his advisory work, he is involved with Flannery Holdings, LLC, which he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing a variety of strategic and tactical investment approaches.

Henry Schulenberg is a financial advisor with RBC Capital Markets based in Wayzata, MN. He holds a Series 66 designation and has four years of industry experience, including previous roles at City National Bank and SkyView Partners. He graduated from St. Olaf College. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.

Kathleen Freiderich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She previously worked at UBS Financial Services Inc. for 13 years before joining Wells Fargo Advisors. Kathleen is also a commissioned notary in the state of Minnesota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

David Webb is a Series 66-licensed financial advisor at UBS Financial Services in Wayzata, MN, with five years of industry experience. Before joining UBS in 2019, he worked at General Purpose Movers and the Eau Claire Area School District. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Ryan Alstead is a Series 66 licensed financial advisor with RBC Capital Markets in Wayzata, Minnesota, bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of his advisory role, he serves on the board of Wayzata Plymouth Youth Football, where he is responsible for purchasing football equipment. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jessica Hindermann is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Michael Walker is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Investments prior to joining UBS in 2018. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through proprietary research and model-based asset allocations.

Yevgeniy Drozdov is a financial advisor with Charles Schwab in Wayzata, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at Charles Schwab and its affiliated bank since 2016, following a brief tenure at Ameriprise. Drozdov serves as a board member for a nonprofit Slavic church and participates on the Business and Finance Committee of the Minnesota CFA Society. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its wrap fee program and managed-account offerings, combining brokerage, custody, and advisory services in an integrated platform with a mix of non-discretionary and discretionary investment solutions.

Peter Vickery is a financial advisor at Merrill with Series 63 and Series 65 designations and 47 years of industry experience. He has been with Merrill since 1978 and has worked at Bank of America since 2009. Outside of his advisory role, he serves as a City Council member for Minnetrista, Minnesota. 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, pensions, corporations, and charitable organizations.

Brendan Skarda is a Financial Advisor with the A&V Wealth Management Group at Merrill Lynch Wealth Management, based in the Minneapolis office. He holds the designation of CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA), guiding clients through complex financial decisions by integrating personalized advice with the capabilities of Merrill and Bank of America. Brendan specializes in college education planning, legacy planning, and personal retirement planning. Prior to his current role, Brendan worked as a Corporate Banking Analyst within Wells Fargo's Financial Institutions Group, where he supported financing activities, relationship, and portfolio management across asset management and insurance verticals. He assisted Fortune 500 and Middle Market companies in achieving their financial and strategic goals. He joined Merrill in 2024 as a Wealth Management Client Associate and transitioned to a Financial Advisor role in 2026. Brendan earned a Bachelor of Arts in Economics with a minor in Finance from Tufts University, graduating Cum Laude. During his time at Tufts, he played Varsity Men’s Hockey, earned all-academic NESCAC honors, and participated in the Tufts Financial Group. Outside of his professional work, Brendan enjoys spending time with family and friends, coaching Minnetonka Bantam AA youth hockey, fishing, golfing, ice hockey, and pickleball.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

Whitney Ward is a Series 66 registered financial advisor with UBS Financial Services in Wayzata, MN, with six years of industry experience. Prior to joining UBS in 2019, Whitney worked at UnitedHealthcare and Optum. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and asset allocation models to tailor client solutions.

John Kvamme is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His work history includes roles at Associated Investment Services, Inc. and Associated Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Andrew Lindell Sr. is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes eight years with the Bloomington School District. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Max Gardiner is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2015 as a member of The Boyd Team. He specializes in developing tailored wealth management strategies for affluent individuals to help them achieve their unique financial goals. Max offers a range of services including budgeting, investment education, trust and estate planning, alternative investments, and tax-minimization strategies. He focuses on client segments such as Corporate Executive Services, Family Wealth Management, Legacy Planning, Managing New Wealth, Women and Wealth, Sports & Entertainment, Tax Minimization, and Retirement Income. Max earned a bachelor's degree in economics and labor and employment relations from Pennsylvania State University, where he graduated with high distinction. During his university years, he played on the varsity hockey team and was actively involved in THON, an organization dedicated to raising funds and awareness for pediatric cancer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Residing in St. Louis Park, Max continues his community involvement through volunteer coaching with Minnetonka Youth Hockey. In his personal time, he enjoys playing hockey, golf, tennis, and spending time outdoors with his family.

Natalie Sweazey is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. Her career includes roles at both RBC Capital Markets and Wells Fargo Clearing Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies to client risk profiles.

Marc Heagney is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Bank, Wells Fargo Clearing, and Edward Jones. He has also been involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Michael Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he offers a comprehensive approach to managing wealth. He works closely with clients and their families to understand their financial situations and priorities, developing customized wealth management strategies that adapt to changing market conditions. Michael provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. He has built and leads the Levitt Wealth Management Group, assisting clients and their families or businesses in achieving a range of financial objectives. Michael specializes in areas such as divorce transition planning, family wealth management, investment consulting for defined contribution plans, legacy planning, managing new wealth, retirement planning, small business strategies, tax minimization, and retirement income. His expertise has been recognized by Forbes and Shook Research, including a 2022 ranking as a Top Next Generation Wealth Advisor Best in State. Michael holds a Bachelor's Degree from the University of Minnesota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Russian and is involved in community organizations. Outside work, Michael enjoys biking, hiking, running, and playing table tennis.