Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.

Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Joseph Hanson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Merrill. He serves as a board member and investment committee member for True Friends, a nonprofit focused on health and welfare for children and youth. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management.

Donna Bailey is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Bailey serves as a board member overseeing Midwest chapters for the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caleb Quenzer is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

John Hatton is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Wells Fargo Advisors and previously worked at UBS Financial Services. His background also includes roles outside traditional finance, such as involvement with the St. Louis Blues hockey organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Jordyn Anderson is a Series 66 licensed financial advisor with Morgan Stanley, based in Wayzata, MN. Anderson has four years of industry experience, including previous roles at UBS Financial Services and a variety of positions outside finance, such as with the University of Minnesota Athletic Department and professional sports organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Sean Wenham is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work history includes roles at LPL Financial, MidWestOne Bank, U.S. Bank, U.S. Bancorp Investments, and Merrill. He also serves as a Vice President and Regional Trust Manager at MidWestOne Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and wealth-transfer planning, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Caroline Camp is a CFP®-designated financial advisor with 10 years of industry experience. She is currently with Morgan Stanley, having previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved analytical tools.

Alexander Bowland is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has worked as an independent contractor driver for Uber during non-business hours. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Arjun Wickremasinghe is a financial advisor at Charles Schwab with a Series 66 designation. He has held various roles in the financial industry since 2016, including positions at First Foundation Bank, Blue Street Capital, and Partners Capital Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Matthew Gribben is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds a Series 66 designation and has worked at City National Bank and Citizens State Bank. Outside of finance, he was involved with the La Crosse Area Family YMCA and the University of Wisconsin La Crosse. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers, alongside features such as tax management and responsible investing options.

Sandra Kadisak is a financial advisor at Cetera with 35 years of industry experience. She holds a Series 63 designation and has worked at Cetera and Cetera Wealth Services since 2013. Outside of her advisory role, Kadisak is CEO and board member of Old Home Foods, Inc., a food distribution company, and is involved with Lemisa Natural Foods, Inc. as an owner and CEO. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kristin Harper is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. 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, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analysis from its Global Investment Committee.