Laurel Traxler is a Series 66-credentialed advisor with 16 years of industry experience. She has been with Merrill Lynch since 2006 and currently works at Bank of America N.A. since 2024. 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, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies and account administration.

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Michael Cich is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

David Mendelsohn is a financial advisor at Ameriprise in Medina, MN, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. 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 written recommendation reports and annual planning advice focused on retirement income, incorporating tax-aware withdrawal strategies and Social Security options.

Keely Clemons is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role she has held since joining the company in 2006. She brings nearly two decades of experience in the financial services industry, focusing on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Keely leverages the investment insights of Merrill and the banking resources of Bank of America to meet the varied financial needs of her clients. Keely holds professional designations as a Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree in Finance from Minnesota State University in 2003. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Residing in Chanhassen, Minnesota with her husband and two sons, Keely enjoys activities that bring her outdoors with her family. Her personal interests include boating, cooking, hiking, reading, running, swimming, traveling, and yoga.

Lynn Bebeau is a financial advisor at Merrill with 23 years of industry experience, including 19 years at Merrill Lynch. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves as a director for the Prominence Creek Homeowner's Association, a homeowners association in 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, pension plans, corporations, and charitable organizations.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Debra Connolly is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Andrew Blake is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment solutions, managing approximately $2.74 trillion in client assets.

Daniel Farniok is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Farniok is co-owner of MDFF LLC, through which he manages his Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a structured, algorithm-supported framework.

Russell Runck is a CFP®-certified financial advisor with Ameriprise, based in Watertown, MN, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for the Watertown-Mayer Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers algorithmically supported, non-discretionary recommendation reports.

John Anderson, Sr. is a Wealth Management Advisor with over 25 years of experience in financial services and risk management. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. Additionally, John has earned the designation of Portfolio Manager within Merrill IAP and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). John and his team provide comprehensive wealth management services to a diverse clientele comprising families, retirees, business owners, physicians, attorneys, professional athletes, corporate executives, and non-profit organizations. Their approach emphasizes understanding clients' life priorities and financial situations to deliver personalized strategies centered on achieving specific financial goals such as college education planning, legacy planning, and retirement readiness. The team offers expertise in areas including executive compensation, managing new wealth, family wealth management strategies, and investment consulting for defined contribution and benefit plans. Active in his community, John has served on the boards of the Johnston YMCA and Charlotte Latin School Alumni Governing Board, as well as on the Parish Council of St. Nektarios Greek Orthodox Church. He speaks English and Greek and enjoys skiing, travel, yoga, music, fishing, golfing, tennis, spending time with family, and watching movies. Based in Charlotte, John is committed to helping clients pursue financial security and work optional lifestyles through a holistic and client-focused wealth management process.

Derek Cherne is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Derek serves on the Board of Directors and Executive Committee of the University of Wisconsin River Falls Foundation and is a board member of the Believe Foundation, a nonprofit focused on raising funds for spinal cord recovery. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Kevin Kuhl is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at LPL Financial and Investment Centers of America, Inc. Outside of advising, he is an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.