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 Series 66 licensed financial advisor at Merrill with seven years of industry experience. She previously worked at UBS Financial Services, Morgan Stanley, Midcontinent Communications, and CCC Information Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. 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 and offers a broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.

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.

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.

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.

Michael Jacobs is a financial advisor with Raymond James Financial, holding a Series 66 designation and 29 years of industry experience. He has worked at Wells Fargo Clearing and its affiliates for 17 years before joining Raymond James in 2023. Jacobs is also the CEO of Jacobs Investment Advisors, a support company used for business accounting and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and investment consulting, using analytical tools to support client goals and maintains unique municipal and SIMPLE IRA advisory programs.

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.