Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.

Jeffrey Belstler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and custody services.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Fred Legrand is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including prior roles at Merrill and Wells Fargo Clearing. He owns FRL Investments and the FINET practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a comprehensive planning menu and integrates advisory services with other financial product sales and referral channels.

Michael Marston is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Before joining Ameriprise, he worked at Stifel for 17 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jamie Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Pederson serves as a part-time Athletic Director at Trinity Lutheran School, where he designs and schedules athletic and school activities. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Keely Clemons is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role she has held since joining the company in 2006. She brings nearly two decades of experience in the financial services industry, focusing on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Keely leverages the investment insights of Merrill and the banking resources of Bank of America to meet the varied financial needs of her clients. Keely holds professional designations as a Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree in Finance from Minnesota State University in 2003. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Residing in Chanhassen, Minnesota with her husband and two sons, Keely enjoys activities that bring her outdoors with her family. Her personal interests include boating, cooking, hiking, reading, running, swimming, traveling, and yoga.

Lynn Bebeau is a financial advisor at Merrill with 23 years of industry experience, including 19 years at Merrill Lynch. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves as a director for the Prominence Creek Homeowner's Association, a homeowners association in Minnesota. 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 plans, corporations, and charitable organizations.

Debra Connolly is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Stacy Hinkemeyer is a financial advisor at RBC Capital Markets with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining RBC in 2024, she worked at Morgan Stanley from 2013 to 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Mitchell O'Brien is a financial advisor at RBC Capital Markets in Wayzata, MN, with four years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Fiat Wealth Management, Crystal Distribution Inc., State Farm Insurance, and Bethel University. Outside of his advisory role, he volunteers as a hockey coach for the Minnesota Lakers AAA Hockey team. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Andrew Blake is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment solutions, managing approximately $2.74 trillion in client assets.

Anita Licari is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill. Licari serves on the boards of a child advocacy organization and a private food and beverage club in Duluth, MN. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services through various advisory programs.

Timothy Farley is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience at City National Bank from 2017 to the present. Outside of his advisory role, he is a partner in a real estate company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored strategies using a mix of in-house and third-party investment managers and provides integrated capital markets capabilities and alternative investment options.

Ryan Lynch is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined the firm in 2024 and has previous experience in various roles outside of the financial industry. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customizable investment advisory programs. The firm utilizes a combination of in-house and third-party managers to implement portfolios tailored to clients’ risk profiles.

Keeley Christoff is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2010, with a brief tenure at BMO Wealth Management from 2018 to 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers, alongside capabilities in portfolio management, financial planning, and custody services.

Allison Nelson is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets LLC since 2011. Outside of her advisory role, she volunteers as a member of the Endowment Fund at St. Bartholomew Catholic Church & School in Wayzata, MN, where her children attend school, and occasionally serves as a substitute choir member during Mass services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside notable capital markets and integrated lending capabilities.

Russell Runck is a CFP®-certified financial advisor with Ameriprise, based in Watertown, MN, and has 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and Finance Committee for the Watertown-Mayer Education Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that delivers algorithmically supported, non-discretionary recommendation reports.

Donald Cameron is a Series 66-licensed financial advisor with UBS Financial Services in Minneapolis, MN, where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he owns a rental property in Minneapolis. 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 and provides a range of capital markets services through its platform.