Leo Brucciani is a financial advisor with Merrill holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bank of America, N.A., Jaxen Grey, and several other organizations. Outside of his advisory career, he has been involved with the University of St. Thomas and The Normal Brand. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

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 designations and 22 years of industry experience. Prior to joining RBC in 2026, Dana worked at Ameriprise Financial Services from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

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.

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 licenses and having 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Fred Legrand is a CFP®-certified financial advisor with Wells Fargo Advisors in Wayzata, MN, bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. He is also an owner of FRL Investments, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. Advisors use Wells Fargo’s research and tools to develop personalized recommendations, with implementation options through various brokerage and advisory programs.

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 in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. She worked at Morgan Stanley for 11 years prior to joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Mitchell O'Brien is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and four years of industry experience. He previously worked at Fiat Wealth Management, Crystal Distribution Inc., and State Farm Insurance. Outside of his advisory role, he volunteers as a youth hockey coach for Minnesota Lakers AAA Hockey. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles.