Mark Ruark is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advisory work, he is a board member of a proposed startup, Luce Line Brewing, based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Nathaniel Branwall is a Wealth Management Advisor with the Blasko Wealth Management Group, where he works closely with successful professionals and business owners to navigate the complexities of their wealth. His approach begins with understanding each client's unique circumstances and goals, allowing him to craft tailored financial strategies that incorporate aspects such as equity compensation, carried interest, and exit planning into a comprehensive long-term roadmap. Nathaniel emphasizes the adaptability of financial plans, adjusting them as clients’ life circumstances evolve. He leverages the guidance of the firm's Chief Investment Office, investment specialists, and external consultants to design portfolios that align with clients’ objectives. His expertise includes college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. Nathaniel holds the designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA), and he earned his Bachelor's degree from the Minnesota State College & University System. Outside of his professional role, Nathaniel lives in Plymouth and maintains an active lifestyle, enjoying activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is engaged in community involvement through nonprofit organizations including the American Foundation for Suicide Prevention and serves as a Board Member of the Norske Torske Klubben.

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.