Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

David Barberot is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering a comprehensive approach to wealth and risk management for high-net-worth families, focusing on creating customized wealth management plans tailored to clients' financial situations and priorities. He provides access to the investment insights of Merrill and the banking services of Bank of America. Prior to his advisory career, David spent 17 years in corporate finance within the financial services industry. He holds a Bachelor of Science degree in Accounting and Management Information Systems as well as a Master of Business Administration degree from the University of Virginia. He served four years on active duty in the United States Marine Corps, attaining the rank of Captain. David holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is actively involved in his community, serving as the Scoutmaster of Scouts BSA Troop 102 at Our Lady of Grace and as a board member for the Folds of Honor Minnesota Chapter. He is also affiliated with several organizations including the Boy Scouts of America, Center House Association - Marine Barracks, Washington, DC, Sons of the American Revolution, and the University of Virginia Alumni Association. Outside of work, he enjoys spending time with his family, playing golf, camping, hiking, cooking New Orleans cuisine, and volunteering.

Punitha Paustian is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2009 to 2023 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Grant Wacker is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, Wacker serves as a trustee for the Minnesota Planned Giving Council and is a committee member of the Women’s Foundation of Minnesota Professional Advisor Network, focusing on philanthropic education and social equality initiatives. 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 strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pamela Parliament is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, Midcontinent Communications, and CCC Information Services. Pamela is based in Wayzata, MN. Merrill 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.

Westcott Jones is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in serving families with substantial wealth, including business owners, senior executives, entrepreneurs, and multi-generational families. With over 25 years of experience, he focuses on helping clients live their best lives and achieve their financial goals through personalized strategies. Jones and his team work closely with a limited number of clients, emphasizing collaboration with other trusted advisors to design and implement clear plans that may include asset management, tax minimization, wealth transfer, philanthropy, cash flow planning, and banking through Bank of America. His client focus areas cover corporate executive services, executive compensation, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, philanthropic planning, portfolio management, and individual and corporate investment strategy. He holds a Bachelor's Degree from Carleton College and the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jones enjoys mountain biking, snow and water sports, audiobooks, and spending time with family and friends. He has also served for 20 years as a volunteer firefighter with Medicine Lake Fire & Rescue and is a member of the CFA Society Minnesota.

Jeffrey Adamson is a Wealth Management Advisor with over four decades of experience in the financial services industry, including more than 16 years at Merrill Lynch Wealth Management. He works within a team-based environment at Merrill, providing clients access to the firm's broad capabilities and the global banking resources of Bank of America. Jeff has a background in capital markets and finance, with over 20 years of experience trading a variety of securities and managing risk. He focuses on retirement planning, wealth planning, investment management, and business retirement plans, working with individuals, families, and business owners. His approach emphasizes understanding each client's unique goals and developing customized investment strategies to pursue long-term objectives. Jeff holds a Bachelor's degree from the University of Minnesota's Carlson School of Management and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his family reside in Plymouth, MN, and his personal interests include boating, fishing, and spending time with family.

Joseph Faulkner is a financial advisor with Ameriprise in Mound, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports through a centralized consulting team.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Mark Johnson is a CFP® with 33 years of industry experience, currently serving at RBC Capital Markets since 2021. His prior roles include positions at Bank of America and Merrill from 2013 to 2021. Johnson is a board member of the University of Northwestern and Reign Ministries, where he contributes business guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management programs and leverages both in-house and third-party investment resources to meet client-specific risk profiles.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team.

Mark Ruark is a CFP® and holds a Series 66 designation with Edward Jones in Chanhassen, MN. He has nine years of industry experience, all with Edward Jones, where he has worked since 2016. Outside of his advisory role, Ruark is a board member of Luce Line Brewing, a proposed startup in Plymouth, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nathaniel Branwall is a Senior Financial Advisor with the Blasko Wealth Management Group at Merrill Lynch Wealth Management. He works closely with successful professionals and business owners, focusing on integrating equity compensation, carried interest, and exit planning into tailored financial strategies. Nathaniel emphasizes the importance of creating financial plans that evolve with clients' changing circumstances and goals. His areas of expertise include college education planning, corporate executive services, executive and equity compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Nathaniel holds a Bachelor's Degree from the Minnesota State College & University System. Outside of his professional role, he maintains an active lifestyle pursuing activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is involved in community efforts including serving as a Board Member of the Norske Torske Klubben and supporting the American Foundation for Suicide Prevention (AFSP).

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.