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.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Matthew Olson is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fidelity Investments, where he has been employed since 2021. His prior experience includes roles at Ameriprise Financial Services and Lowe's Home Improvement. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he owns Felknor Financial Group Inc. and works as an independent insurance agent specializing in health and life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Ethan Quarandillo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked in retail and education roles, including positions at Milbern Clothing Company, Walmart, Lakeville North High School, and Century Middle School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Lisa Mitchell is an Investment Consultant currently working with Fidelity Investments. She collaborates with clients to develop financial plans based on Fidelity's financial planning and investment principles, aiming to create a clear path toward their most important goals. Her professional experience includes roles as a Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022, all within Fidelity Investments. This progression reflects her consistent involvement in financial advisory and client relationship management. Outside of her professional work, Lisa enjoys activities such as camping, cooking and baking, gardening, hiking, and motorcycling.

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.

Meghan Blair Juedes is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining UBS in 2022, she worked at RBC Capital Markets LLC from 2018 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Eric Wenkus is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 23 years of industry experience. He previously worked at RBC Capital Markets, LLC, and has been involved with GolfSport, a golf retail business, for over two decades. Outside of finance, he coaches youth hockey and has served as an assistant hockey coach and coordinator. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Chelsea Doman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Megan Butterfield is a Series 66 licensed financial advisor at Wells Fargo Advisors in Wayzata, MN, with eight years of industry experience. She has worked at Wells Fargo Advisors since 2018 and previously at Merrill from 2016 to 2018, as well as at Ann Taylor Inc from 2013 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu addressing various financial needs, including retirement, education, risk, and niche services like business-owner transition and divorce planning, supported by Wells Fargo’s research and tools.

Michael Schall is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, 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 retirement income recommendations.

Jason Hudgens is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has worked at several major firms, including Merrill, Bank of America, and Prudential Insurance. Outside of his advisory work, he owns a vending machine business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Jonathan Althoff is a financial advisor with Cetera who holds a Series 63 designation and has 27 years of industry experience. He has been with Cetera Investment Services since 2010 and Cetera since 2014. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

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.

Kyla Mechura is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Minnesota Financial Resources, Inc. and Cambridge Investment Research. She is also a commissioned Notary Public in Minnesota. OSAIC serves a diverse client base ranging from individuals to institutions, providing integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Leonard Dayton Jr. is a financial advisor with Cetera, holding a ChFC® designation and a Series 63 license, with 38 years of industry experience. He has been with Cetera and its affiliates since 2013. Outside of his advisory work, he manages a family real estate business and is a representative selling fixed life, health, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services through a multi-manager platform, including model portfolios, third-party managers, and bespoke strategies.

John Jordan is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. His prior work includes roles at Royal Credit Union and Sagepoint Financial Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Julie Kearney is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. In addition to her advisory role, she is involved in managing an advisory business through MB Holdings, LLC and works as a paraplanner for another financial practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various investment management options.