Gregory Blackwood is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, N.A. In addition to his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors in Lakeville, MN, holding a Series 66 credential and 21 years of industry experience. His work history includes roles at LPL Financial, Investment Centers of America, Frandsen Bank & Trust, and Wells Fargo Investments. Outside of advisory work, he operates Evenson Investment Management LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Peter Gabler is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has been with UBS Financial Services since 2006 and also has a long tenure at U.S. Bancorp Piper Jaffray starting in 2002. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a range of solutions including fee-based financial planning, portfolio management, and mutual fund distribution, combining institutional trading capabilities with wealth management services.

John Hedrick is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 designations and possessing 43 years of industry experience. He has been with UBS since 2009. He also serves as a trustee for a revocable trust managing funds for the children of a deceased friend. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with comprehensive wealth management services.

Kelsi Rahm is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models outcomes with its Global Investment Committee’s estimates and Monte Carlo simulations, managing approximately $2.74 trillion in client assets.

Marc Kenville is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been associated with Wings Financial Credit Union since 2014. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Mischke is a financial advisor with LPL Financial, holding a Series 63 registration and bringing 28 years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and over three decades with Blaeser Mischke Financial Group, Inc. 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 wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zachary Erickson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Fields Law Firm and Mitchell Hamline School of Law. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Amanda Barney is a financial advisor with Edward Jones in Bloomington, MN. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at the National Security Agency for four years and has experience with NVR Inc, Broadreach Retail Partners LLC, and Cowan Systems, LLC. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Thomas Tollefson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a prior role at Equitable Advisors. Outside of his work at Cambridge, he serves as president of CPHASE Financial. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.

Deborah Mc Kinney is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. She has worked at Morgan Stanley since 2017 and previously worked at Merrill from 2013 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process.

Jason Collins is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 structured planning tools and modeling techniques as part of its advisory process.

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Peter Schulte is a financial advisor with Mass Mutual Investors Services in Burnsville, MN, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, having worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 1983. Additionally, he has worked as a life and long-term care insurance agent since 2004. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Ryan Leum is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he has held positions at Wings Financial Credit Union and the Minnesota Vikings. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jordan Saari is a financial advisor at Ameriprise with 11 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice, with an emphasis on income sources and tax-aware withdrawal strategies.

Brennan Lee is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked at Stinson, LLP for three years and served in the United States Coast Guard for five years. He also held positions at the Hennepin County Attorney Office and the University of Minnesota Law School. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Peter Lafferty is a Wealth Management Advisor with Merrill Lynch Wealth Management, focusing on helping clients achieve their financial goals through personalized financial strategies and in-depth planning. He specializes in personal retirement planning, tax minimization, and retirement income. With over 30 years of industry experience, Peter holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. His education includes an Associate's Degree from Thomas Edison State College, a Bachelor's Degree from University of Phoenix, and a Master of Business Administration from Capella University. He joined Merrill in 2008 and emphasizes the importance of a strong client-advisor relationship and accessing the best financial resources. Peter is involved in various community activities, including coaching and supporting organizations such as Big Brother Big Sisters of the Twin Cities, Edina Soccer Association, Minnesota Special Hockey, and the YMCA at the University of Minnesota. In his free time, he enjoys boating, cooking, fishing, golfing, ice hockey, music, skiing, tennis, yoga, and spending time with his family.