Katherine Manahan is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Boulay Financial Advisors, Merrill, and Victory Capital Management. Outside of her advisory work, she is involved with the Alpha Gamma Delta sorority at the University of Minnesota, where she attends monthly meetings focused on chapter goals and supports undergraduates with scholarship improvement plans; she also serves as a substitute house director for the sorority. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and lending capabilities.

Dawn Krysan is a financial advisor with Morgan Stanley in Wayzata, MN. She holds a Series 63 designation and has 16 years of industry experience, having worked at Morgan Stanley Smith Barney since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Scott Vogel is a Private Wealth Advisor at Merrill Private Wealth Management, where he advises senior executives, business owners, entrepreneurs, next-generation wealth creators, and ultra-affluent families on various aspects of their financial lives. He employs a goals-based framework to deliver holistic financial strategies, helping clients achieve their personal, professional, and philanthropic objectives. In addition to client advisory, Scott is responsible for the overall operations of his team. Scott has approximately 20 years of experience working with successful families and business owners in the investment field. Prior to joining Merrill Private Wealth Management in 2012, he served as a Portfolio Manager at Abbot Downing, a Wells Fargo business formerly known as Lowry Hill. His expertise includes family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, and values-based investing. He holds a Bachelor of Science degree in Finance from the University of Montana and has earned both the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Scott is an active member of the CFA Society of Minnesota and participates in community initiatives such as the CFA Research Challenge and Habitat for Humanity. He lives in Delano, Minnesota with his two children and enjoys golfing, camping, woodworking, and building and flying large-scale radio-controlled aircraft.

Adam Brady is a financial advisor with RBC Capital Markets in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at Capsule and ICF Next and has held various roles including positions in public works and university recreation. 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 offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Justin Baker is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and over 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Outside of his advisory role, he serves as a coach and board member for the North Branch Wrestling Association, a nonprofit organization. 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 that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Christi Carner is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and over 22 years of industry experience. Her career includes positions at Morgan Stanley Smith Barney LLC since 2018, Wells Fargo Clearing from 2016 to 2018, and Wells Fargo Advisors LLC from 2009 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market simulations.

Brian Cox is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer for the hedge fund Northern DKE. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Theilmann is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2009 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Michael Thorn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and with 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. Outside of his advisory role, he coaches youth wrestling through community education programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a range of investment managers and programs.

Britta Sorensen is a financial advisor at Merrill with 16 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014 and at Bank of America, N.A. since 2023. Merrill, along 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brock Deering is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes positions at CHS, Inc., General Mills, Ecolab, and the University of St. Thomas. Outside of his advisory role, he is a part owner of rental properties in Richville, MN, and Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and services, supported by a large nationwide network of financial advisors and branch offices.

Riley Howard is a CFP®-credentialed financial advisor with 22 years of industry experience, currently practicing at Wells Fargo Advisors in Wayzata, MN. He has worked within various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates R.H. Wealth Management and serves as a trustee for its related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Christian Nelson is a financial advisor at LPL Financial with 33 years of industry experience. He has worked at LPL Financial since 1999 and has also been affiliated with Old National Bank since 1996. Nelson holds the Series 63 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Laurel Traxler is a Series 66-credentialed advisor with 16 years of industry experience. She has been with Merrill Lynch since 2006 and currently works at Bank of America N.A. since 2024. 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, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies and account administration.

Brandon Howe is a Series 66-licensed financial advisor with RBC Capital Markets in Wayzata, MN, and has 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his financial advisory work, Howe serves as a trustee for the Mound Cemetery Association, is on the board of the Orono Softball Association, and will serve on the board of the Mound Cemetery Heritage Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Kristin Wolfe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and four years of industry experience. She has been with RBC Capital Markets since 2018 and previously held positions at The University of Wisconsin-Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Dana Granberry is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Prior to joining RBC in 2026, Granberry worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Robert Harnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2003. He serves as a board member of Camp Friendship Ventures, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.