Mark Rasmussen is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Lisa Middagh is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. 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 under management and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branches.

Luana Marrier Holecek is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Troy Bigalke is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Ameriprise since 2005, currently based in Saint Michael, MN. Outside of his advisory role, he owns a business, Bigalke Inc., which is not related to investment activities. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients approaching or in retirement, and delivers a broad range of advisory, brokerage, and insurance solutions.

Gary Aiken is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera Advisors LLC since 2016 and also serves as president of Tonka Financial, a financial services firm he has operated since 2011. He is chair of the Golden Valley Business Council and maintains roles as an insurance agent offering fixed insurance and health insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Peyton Schuler is a financial advisor with LPL Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to joining LPL Financial in 2024, Schuler held roles at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Schuler’s professional background also includes experience outside finance, with positions at LifeTime Fitness, Amazon, and academic roles at the University of St. Thomas and Parnassus Preparatory School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and advanced technologies.

Estella Eckart is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley and its affiliated entity since 2015. Outside of her advisory role, she serves as an executor and co-executor of estates. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.

Aaron Howe is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside various portfolio customization options.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Megan Reichel is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles in the hospitality and event management sectors, including management positions at Bison Creek Bar & Dining and Huikko's Bowling Center, as well as in title services at Northland Title. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a large nationwide network of financial advisors and branch offices.

Michael Wolke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 17 years before joining Wells Fargo Advisors in 2022. Wolke also owns Wolke Wealth Management LLC and is involved with Wolke GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Hans Hummel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Heie is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Equitable Advisors LLC and held roles outside finance, including positions at Pure Hockey and Majestic Oaks Golf Club. Heie also worked at the University of St. Thomas for four years. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and generally recommends investment categories and strategies, with implementation requiring separate arrangements.

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning and investment strategy management. Since joining the financial services industry in 2005 and transitioning to Merrill with his group in 2009, he has focused on aligning clients' wealth with their goals and priorities. Brandon works extensively with family-owned business owners, advising on both personal wealth and business matters, and consults on company retirement plans and foundations regarding investment policy and plan design. Brandon holds a bachelor's degree in Finance from St. Cloud State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Certified Private Wealth Advisor (CPWA®), and Chartered Retirement Planning Counselor (CRPC™). He is a member of both the Financial Planning Association and the Investments & Wealth Institute. Outside of his professional work, Brandon is involved in community organizations such as the Orono Softball Association and the Orono Rotary Club. He resides in Long Lake with his wife and their five daughters.

Mariam Vedadi is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 credential and has worked at Osaic since 2023. Her prior experience includes roles at SagePoint Financial, RiverSource Distributors Inc., and Comprehensive Financial Solutions LLC. She also operates Vedadi Wealth Management, an S-Corp financial planning business that supports other advisors with client meeting preparation and follow-up. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and third-party platforms to construct portfolios for individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Jenson is a financial advisor at Ameriprise Financial Services with 30 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Ameriprise in 2014, he worked at Focus Financial. Outside of advising, he is involved in tax preparation and serves as treasurer on a nonprofit board. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement-income planning through a centralized team and proprietary analysis tools.

Gerald Asplund Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2012. He has 32 years of industry experience and holds Series 63 and Series 65 licenses. His additional business activities include serving as a non-variable insurance producer and involvement in tax preparation and accounting through related entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.