Robert Hannah is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Morgan Stanley in Bloomington, MN. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Vanessa Glass is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of her advisory role, she acts as a trustee and co-trustee for family-related investment trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Matthew Olson is a financial advisor with Fidelity in Shakopee, MN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Ameriprise Financial Services and three years at Lowe's Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios spanning mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment funds.

Jason Exley is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including prior work at Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions.

Ethan Quarandillo is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Merrill, he worked in retail and education, including positions at Milbern Clothing Company, Walmart, and local schools in Minnesota. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

J. Kyle Haugen is a financial professional with 20 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has worked at several firms, including BFC Planning, Inc. and American National Insurance. Haugen is actively involved in community organizations, serving as chair of the Prior Lake Rotary Foundation and vice chair of both the Scott County Public Safety Foundation and Rotary District 5960 Charitable Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Dominique Wondra is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, Dominique worked in various roles including at Aldi and Prodigy Web Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with seven years of industry experience. She holds Series 63 and Series 65 designations and previously worked at RBC Capital Markets LLC. from 2018 to 2022. Meghan is based in Bloomington, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a wide range of investment products. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor strategies for clients.

Thomas Karner is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Sii Investments, and New England Securities. Outside of his advisory work, Karner is president of Karner & Associates, Inc., where he is involved in selling and advising on major medical and Medicare supplement insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Peter Keller is a financial advisor at Morgan Stanley with 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has been with Raymond James since 1995. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network alongside specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has built his career over more than 25 years. As a partner of the BWA Wealth Management Group, he focuses on helping clients identify and pursue their financial goals through customized planning and portfolio strategies. Ben works with a broad range of clients managing executive compensation, family wealth, liquidity, retirement planning, investment strategy, tax minimization, and retirement income. He holds a bachelor's degree in business finance from Augsburg College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Ben resides in Lakeville, Minnesota. Outside his professional work, he is an active member of the Lakeville community and enjoys outdoor activities such as skiing, hunting, fishing, biking, boating, cooking, hiking, running, and soccer, as well as spending time with his family.

Brandon Barkosky is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed and A Vision Partners. His background also includes managing real estate rental activities through Gray Barkosky Real Estate, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her career includes positions at National Planning Corporation and Integrated Inc, where she has maintained involvement for more than three decades. In addition to her advisory work, she is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and operational tools, and supports a large network of advisors managing over $819 billion in discretionary assets.

Mark Adkins is a CFP® and Series 66 licensed advisor with 26 years of industry experience. He has been with Merrill since 2003 and concurrently with Bank of America, N.A. since 2009. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wendy Oldendorf is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at UBS since 2006 and has prior experience with Piper Jaffray Inc., Dain Bosworth Incorporated, Byeslys, and Chip Rice BC Financial. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tiffany Fahnhorst is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in providing wealth management services to individuals, families, and business owners. Tiffany focuses on helping clients build, preserve, and transition wealth with clarity and confidence through a disciplined and personalized approach. Her career started in residential real estate development, and since 2007, she has worked alongside her father in his wealth management practice. This experience has shaped her long-term, relationship-driven advisory approach. Tiffany collaborates closely with her clients to simplify complex financial decisions and offers strategic guidance aligned with their goals. Tiffany holds a Bachelor's Degree from the University of Colorado System and the designation of Personal Investment Advisor (PIA). Outside of her professional work, she is involved in the Edina Football Association and Our Lady of Grace Catholic Church, and she enjoys coaching football, playing tennis, volunteering at church, and spending time outdoors with her dogs.

Charles Kretschmer is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include seven years at First Light Asset Management LLC and two years at Ameriprise Financial Services Inc. He also has experience in academia from Saint John's University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nicholas Kruell is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Ameriprise Financial, Northwestern Mutual, and Waddell & Reed. He is also involved with Blue Heron Professional Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.