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® with 25 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. She serves on the Board of Directors for First Witness, a child advocacy organization, and the Kitchi Gammi Club, a private food and beverage club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that incorporate discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Payton Metcalf is a financial advisor at UBS Financial Services in Wayzata, MN, holding a Series 66 designation with five years of industry experience. Prior to joining UBS in 2021, Payton worked at WoodTrust Bank and has experience related to the University of Wisconsin - Madison and Lincoln High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

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.

Jack Tannahill is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Alerus Financial and Kings Walk Golf Course. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

John Anderson, Sr. is a Wealth Management Advisor with over 25 years of experience in financial services and risk management. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. Additionally, John has earned the designation of Portfolio Manager within Merrill IAP and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). John and his team provide comprehensive wealth management services to a diverse clientele comprising families, retirees, business owners, physicians, attorneys, professional athletes, corporate executives, and non-profit organizations. Their approach emphasizes understanding clients' life priorities and financial situations to deliver personalized strategies centered on achieving specific financial goals such as college education planning, legacy planning, and retirement readiness. The team offers expertise in areas including executive compensation, managing new wealth, family wealth management strategies, and investment consulting for defined contribution and benefit plans. Active in his community, John has served on the boards of the Johnston YMCA and Charlotte Latin School Alumni Governing Board, as well as on the Parish Council of St. Nektarios Greek Orthodox Church. He speaks English and Greek and enjoys skiing, travel, yoga, music, fishing, golfing, tennis, spending time with family, and watching movies. Based in Charlotte, John is committed to helping clients pursue financial security and work optional lifestyles through a holistic and client-focused wealth management process.

Derek Cherne is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Derek serves on the Board of Directors and Executive Committee of the University of Wisconsin River Falls Foundation and is a board member of the Believe Foundation, a nonprofit focused on raising funds for spinal cord recovery. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Frederick Knapp Jr. is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies through a nationwide network of financial advisors.

John Beard is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Beard serves as a citizen member on the Lessard-Sams Outdoor Heritage Council’s Legislative Commission to Promote Conservation and is a board member of the Gyro Club in Edina, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and uses structured discovery processes and advanced modeling techniques as part of its planning approach.

Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Megan Gehrman is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera. She has worked at Cetera Wealth Services, AdvisorNet Wealth Partners, and National Planning Corporation. In addition to her advisory role, she partners at Sterling Retirement Resources, a financial planning firm, and provides notary services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.

Tyanna Graner is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with RBC Capital Markets since 2016, following a brief tenure at Wells Fargo Clearing the same year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

Raj Bhattacharya is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has previously worked at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment goals.