Andrew Vincelli is a Series 66-licensed financial advisor with UBS Financial Services in St. Paul, MN, where he has worked since 2015, accumulating 11 years of industry experience. He serves on the board of directors for the Rotary Club of St. Paul, a volunteer organization focused on local and international community initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets and financial planning solutions.

Ann Cirullo is a financial advisor with Merrill in Stillwater, MN, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Merrill since 2013 and was previously associated with Morgan Stanley Smith Barney. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Johnson is a Series 66-licensed financial advisor with LPL Financial, based in Woodbury, MN, and has two years of industry experience. He previously worked with North Oaks Financial Group and has held a tax preparer role at Law Tax and Financial Services. Nathan's background also includes diverse roles outside finance, such as positions in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a broad network, offering access to financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglass Paine is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple Cetera affiliates since 2023 and was previously self-employed as a real estate agent and broker for 11 years. He serves as secretary and board member of the River Hills Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets.

Magdalena Zborowski is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following four years at Bank of America, N.A. She is also an owner of rental properties in Minneapolis and Poland. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers tailored to client goals and risk tolerances.

Gordon Bentley Jr. is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Bank of America, N.A. and Merrill since 2016. Bentley serves as a board member of the Down Syndrome Foundation and is a committee member for Minnesota Valley Young Life, both nonprofit organizations. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Stephen Weber is a financial advisor with UBS Financial Services in St. Paul, MN, holding Series 63 and Series 65 designations and totaling 29 years of industry experience. He has been with UBS Financial Services since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. RBC Wealth Management, a division of RBC Capital Markets, 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 with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Olson is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2011 and was previously with Merrill from 2008 to 2011. Outside of her advisory role, she is involved in managing rental property and farmland leases. 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, and manages approximately $2.74 trillion in client assets.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Christine Pawlenty is an investment adviser affiliated with LPL Financial, holding Series 63 and Series 66 credentials and possessing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD and Waddell & Reed, Inc. Pawlenty is also involved in offering non-variable insurance services in Saint Paul, MN. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Fay Debellis is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC starting in 2009. She serves on the Finance Committee as a board member of the MacPhail Center for Music in Minneapolis, Minnesota. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Patrick Murphy is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses and having 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services and RBC Capital Markets. He is also involved in teaching community education courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various platforms.

Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.

Brock Jensen is a financial advisor at Edward Jones in North Oaks, MN, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and has prior work experience including roles at Centennial Public Schools and the Ottawa REDBLACKS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Mary Mc Dougall is a financial advisor at Merrill with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1982, also working at Bank of America since 2009. 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 individuals, high-net-worth clients, and institutional investors.

Paul Wessel is a financial advisor at Edward Jones in Stillwater, MN, holding a Series 66 designation. He has one year of industry experience, including prior roles at Equitable Advisors, LLC and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, 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.

Melissa Korman is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 65 licenses. 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 supported by firm-approved tools and investment modeling, managing approximately $2.74 trillion in client assets.

William Mc Donald is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including U.S. Bancorp Investments, LPL Financial, and Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using analytical tools and risk profiling to support client goals, and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.