Joshua Otto is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked in several school districts, including Becker, Big Lake, and Belle Plaine, over a span of 16 years. Outside of his advisory role, he also works as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing model portfolios and research from both in-house and third-party sources.

William Mcnabb is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies to clients' risk profiles using a combination of in-house and third-party managers.

Andrew Greene is a financial advisor with OSAIC and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Outside of his advisory work, Greene is president of Northpointe Wealth Management, LLC, where he offers clients traditional fixed insurance products, and he is involved in land and property maintenance through membership in a hunting shack cooperative in northern Minnesota. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios across various asset classes and manages accounts on discretionary or non-discretionary bases.

Daniel Jackson is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Wealth Management since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients' risk profiles, utilizing both in-house and third-party investment managers.

Daniel Burfeind is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. He is based in Wayzata, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and quantitative modeling tools.

Payton Matsui is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and beginning his professional career in 2025. His prior work experience includes roles at APX Hockey, Vermillion Wealth Management, and Plum Tree Solutions, as well as extended periods of full-time education at Augustana University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies according to each client’s risk profile, utilizing a combination of in-house and third-party investment managers and advanced portfolio management tools.

Jason Sinning is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Gregory Josewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 23 years. He is also the owner and CEO of PASJ LLC, a business established to manage his practice and related activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored recommendations.

Tracy Manson is a financial advisor with Merrill in Wayzata, MN, holding Series 63, 65, and 66 credentials and having 32 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Brandon Evancevich is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he works closely with clients to co-create and implement comprehensive financial plans tailored to their unique circumstances and goals. He focuses on simplifying complex financial matters to empower clients in pursuing their aspirations. Prior to his current role, Brandon was a Financial Advisor at Edward Jones from 2021 to 2025, and he gained experience as a Financial Analyst Intern at Wells Fargo in 2019. His professional background encompasses a range of financial planning and advisory services. Outside of his professional work, Brandon has personal interests that include fitness, football, golf, movies, outdoor adventures, and spending time with pets.

Casey Phillips is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, and Merrill. Casey was also involved with Phillips Enterprises LLC from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Heather Martinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adam Hosfield is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Cassandra Hoberg is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at the Royal Bank of Canada from 2017 to 2023 and has held roles outside finance including at the YMCA and Anoka County Courthouse. In her free time, Cassandra operates an Etsy shop where she creates and sells handmade templates, jewelry, home goods, and clothing. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and research resources.

Sean Hoffman is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and 23 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies using both in-house and third-party managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Sara Humann is a financial advisor at UBS Financial Services with seven years of industry experience. She has previously worked at Medtronic PLC for eleven years before joining UBS in 2019. Outside of her advisory role, she serves as Treasurer and a member of the Board of Directors for the Plymouth Wayzata Youth Baseball Association, which organizes youth baseball programs in her local community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Sarah Jackson is a financial advisor at RBC Capital Markets with 18 years of industry experience. She has held her current position since 2015 and holds Series 63, Series 66, and Series 65 credentials. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individuals, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party managers.

Jacob Sterling is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and has worked at City National Bank and Live Nation. Outside of finance, Sterling is the founder and co-owner of Swanky Systems LLC, a concert and event lighting and sound production company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, using both in-house and third-party investment managers.

Teresa Lane is a financial advisor at Wells Fargo Clearing with 9 years of experience at Wells Fargo and 4 years in the industry. She holds Series 66 and Series 63 licenses and is based in Wayzata, MN. Prior to her current role, she worked at Wells Fargo Bank, N.A. for three years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Matter is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Bank since 2012 and has been with Wells Fargo Clearing since 2021. Prior to her career in finance, she was employed at Caribou Coffee Co Inc for one year. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.