Natalie Weelborg is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at Houlahan Loke Capital Inc, Houlihan Lokey, BMO Capital Markets, and the University of St Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large nationwide network of advisors and branch offices, offering a range of advisory and investment solutions under a fiduciary standard.

Lane Gehle is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 license and having 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Curtis Larson is a financial advisor with Charles Schwab in Watertown, MN, holding Series 63 and Series 66 licenses and over 23 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized operational support.

Justin Kappel is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2006 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 discretionary 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.

Elizabeth Gustafson is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 66 and Series 63 designations and 19 years of industry experience. Her prior roles include positions at Merrill, Envoi LLC, Cercano Management, LLC, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm integrates a variety of investment managers and strategies alongside capital-markets capabilities and affiliated asset managers.

Michael Walstien is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 18 years. Outside of his advisory role, he serves as an on-call firefighter for the Plymouth Fire Department. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies.

Ann White is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Pasqua is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Pasqua is also a licensed CPA, though he does not devote time to accounting activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Will Sherry is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles, including positions at Four Seasons Hotels and Resorts and NorthRock Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Isaac Foster is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously worked at Security Benefit and the Minnesota Timberwolves. Outside of finance, he has experience in the restaurant industry and entrepreneurial ventures, including operating Foster Training and working with several food establishments. 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, and institutions.

Kari Kraemer is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she works as a grocery shopper and delivery employee for Shipt. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Luke Strom is a CFP® professional with 15 years of experience in financial advising, currently with Cetera. His prior roles include positions at AdvisorNet Wealth Partners, Questar Capital, and Allianz Life Insurance Company of North America. He serves as a trustee for a supplemental needs trust for a family member. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs, leveraging affiliated and third-party managers.

Christopher Watkins is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Kintyre HOA and owns a business buying and selling vintage watches online. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Clayton Knutsen is a CFP® professional with six years of industry experience, currently affiliated with Wells Fargo Advisors. His prior roles include four years at UBS Financial Services and four years at Great Waters Financial. Outside of his financial advisory career, he coaches high school hockey at The Blake School in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and tools to develop tailored recommendations across a broad range of planning areas for clients meeting certain net-worth thresholds.

Rick Patton is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.

Rachel Roanne Gutierrez is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Equitable Advisors LLC and has held various roles including at University of St. Thomas and Sweet Retreat Cupcake Boutique. Outside of her advisory work, she performs occasional service and cashier duties at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Alan Sullivan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously at Enterprise Holdings from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.