Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Adele Hensley is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including administrative and client service support for RiverGroup Financial Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes analytical tools and non-discretionary planning to tailor strategies to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregory Paine is a Series 66 licensed financial advisor at Edward Jones with 13 years of industry experience. He 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 offers a range of investment solutions, including managed wrap fee strategies, separately managed accounts, and proprietary mutual funds, and operates under a fiduciary standard.

Bradley Koch is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services that typically do not include individual security recommendations.

Derek Fisher is a CFP® professional with nine years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously was employed by Wells Fargo Home Mortgage for six years. He is based in Stillwater, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lisa Gareis is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets LLC since 2009. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, 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, emphasizing flexible portfolio management and integrated capital markets capabilities.

Jeffrey Bergh is a financial advisor with RBC Wealth Management, a division of RBC Capital Markets, LLC, based in Stillwater, MN. He holds a Series 66 designation and has 17 years of industry experience. Bergh has been with RBC Wealth Management since 2007. RBC Wealth Management serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client's risk profile and implemented through various in-house and third-party resources.

Jeffrey Cirullo is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with Merrill and Merrill Lynch since 1998. In addition to his advisory role, he serves as a power of attorney for family members in fiduciary capacities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individual, high-net-worth, corporate, and charitable clients. The firm combines internal and third-party management with trading, custody, and administrative support within the Bank of America group.

Ashton Beck is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and has worked at RBC Wealth Management since 2019, following a brief tenure at Wells Fargo Bank. Prior to his financial services career, he held various roles in the hospitality and retail sectors. RBC Wealth Management serves a diverse clientele, including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment options supported by its capital markets capabilities and affiliated asset managers.

Patrick Tinucci is a financial advisor with RBC Capital Markets in Stillwater, MN, holding a Series 66 designation and 27 years of industry experience. He has worked with RBC Capital Markets since 2008 and also serves at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Drew Kelly is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Thrivent Financial and has served as an assistant varsity hockey coach at New Richmond High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund consulting, and model portfolios built from mutual funds, ETFs, and ETPs.

Nathaniel Conery is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Edward Jones and has held previous roles at LPL Financial, U.S. Bank, RBC Capital Markets, and Bank of America/Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and operates under a fiduciary standard.

Greta Farley is a Wealth Management Advisor with the Duddingston Sylvester Group at Merrill, where she develops long-term relationships with clients and their families, guiding them through significant financial decision points. Her expertise includes wealth planning, pre- and post-retirement strategies, tax-sensitive investing, and trust and estate planning services. Greta prioritizes clear communication to help clients weigh their options and align solutions with their individual parameters. She holds a Bachelor's degree from Iowa State University and is a CERTIFIED FINANCIAL PLANNER® professional. Greta combines technical insight with practical knowledge to support clients in pursuing their financial goals and securing their wealth outlook. Residing in Lake Elmo, Minnesota, with her husband and two children, Greta enjoys spending time with her family, outdoor activities, skiing, reading, and watching movies.

Matthew Fisk is a financial advisor at Edward Jones in Osceola, Wisconsin, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and manages a rental property called The Trails Retreat in St Croix Falls, Wisconsin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors.

Samuel Dehaven is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience at Investment Centers of America and Bank of the West. He is also an insurance agent with Frandsen General Agency. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jackson Rynda is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2021 and previously spent five years at Bank of America. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Brent Hanson is a financial advisor with RBC Capital Markets in Stillwater, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with RBC Capital Markets since 2009. Outside of his advisory role, Hanson serves as treasurer on the board of the Hudson Raidaire Booster Club for the Hudson High School Dance Team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to each client’s risk profile, utilizing a mix of in-house and third-party managers.

Nikolas Neuman is a financial advisor at RBC Capital Markets with one year of industry experience. He holds the Series 66 designation and has worked previously at Meridian Services and RBC Wealth Management. Outside of his advisory work, he has worked as a delivery driver for DoorDash. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm’s investment approach includes tailored strategies based on client risk profiles and access to both in-house and third-party managers.

Jesse Kvitek is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is involved in his community as the Immediate Past Commodore of the St. Croix Yacht Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning across a range of financial topics, with options to combine planning and managed accounts under a consolidated billing system.

Tanya Paine is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Chisago City, MN. She has two years of industry experience and previously worked at General Mills from 2006 to 2017. Outside of her advisory role, she is a co-owner of Revant LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.