Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Keaton Anderson is a financial advisor at Edward Jones in Waconia, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Teladoc Health for seven years and has additional experience at Receivables Control Corporation and The Toro Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Ryan Carruth is a CFP® professional with 23 years of experience in the financial services industry, currently serving at OSAIC since 2024. He previously worked at Securities America Advisors and Securities America Inc. for nine years. Carruth is also an Enrolled Agent who prepares over 500 tax returns annually and serves as president of the Lakes at Maple Grove Home Owners Association. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, Unified Managed Accounts, third-party money manager programs, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires, efficient frontier analysis, and rebalancing tools.

Jessica Dittrich is a financial advisor at RBC Capital Markets with 22 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2015. Outside of her advisory role, she serves as the unpaid president of the Maple Crest Dock Association, where she handles deposits and pays bills. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

David Kornhauser is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Navellier & Associates. Based in Wayzata, MN, Kornhauser has been with UBS since 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kent Scholten is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on developing strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and financial goals. Kent partners with individuals, families, and business owners to help them pursue both short- and long-term objectives through a consultative and relationship-driven approach. His areas of expertise include investments, retirement planning, estate planning, philanthropy, corporate benefits, education planning, personal retirement planning, special needs planning strategies, and retirement income. Kent holds a bachelor's degree in Economics from the University of Wisconsin-Madison and holds the Personal Investment Advisor (PIA) designation. Kent has been actively involved in community initiatives, serving in board and leadership roles with Hammer Residences, Hammer Travel, and the Minnesota Council on Economic Education. He also volunteers at Mount Olivet Lutheran Church, where he is a member. Kent and his family reside in Excelsior, Minnesota.

Molly Maher is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she has been involved with community organizations including the Hastings Family Aquatic Center and Duluth Heritage Sports Center. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Tatiana Soto is a financial advisor at Merrill with Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Dustin Neumann is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked with UBS Financial Services since 2015 and was previously with Wells Fargo Clearing. Dustin is based in Wayzata, MN. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions to support its advisory network.

Martin Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015 respectively. Outside of his advisory role, he manages farming operations on a farm and farmhouse in Long Lake, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process and offers access to investment and estate planning strategies.

Leif Engen is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial planning and investment management services. Leif holds a Bachelor's Degree from Gustavus Adolphus College.

Kevin Kraemer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he co-owns a horseback riding lesson business in Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Marguerite Harvieux is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Brett Oslund is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. He also has a 15-year tenure at Bank of America, N.A. 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 from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Kuehn is a financial advisor at RBC Capital Markets in Wayzata, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Jeffrey Hammer is a financial advisor at Ameriprise with two years of industry experience. He previously worked at U.S. Bank from 2017 to 2021 and had an earlier tenure at Ameriprise from 2015 to 2017. Outside of advising, he is involved as a paraplanner with WDA, Inc., assisting with financial planning and practice operations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools, with a focus on clients meeting specific investable asset criteria.

David Hiatt is a financial advisor with Charles Schwab in Wayzata, MN, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Michael Lawrence is a financial advisor with Merrill, holding a Series 66 designation and 26 years of industry experience. He has been with Merrill since 2000 and is also affiliated with Bank of America, N.A. since 2009. Outside of his advisory work, he serves as treasurer for Branch Church in Shorewood, Minnesota, where he manages budgeting and bill payments. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with portfolio implementation tailored to client needs.