Mark Kangas is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and features a multi-asset investment approach supported by the Schwab Center for Financial Research.

Brandon Schaa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in education with roles at Anoka-Hennepin School District, Richfield Independent Schools, and Elk River Public Schools. He also has experience at Wayzata Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs with a nationwide network of financial advisors and maintains affiliated services beyond traditional advisory offerings.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Taylor Moline is a CFP® professional with one year of experience at Ameriprise Financial Services. Prior to joining Ameriprise, Taylor worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among other firms. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Sean Mc Cullough is a financial advisor with Ameriprise in Eagan, MN, holding CFP® and Series 66 credentials and bringing eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Edward Jones for seven years. He also serves as an officer in the United States Marine Corps Reserve. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce customized, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Wolesky is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. He has previously worked with several firms including Advisornet Financial Inc. and JMB Financial. Outside of his advisory work, he is also involved in college athletics broadcasting at Carleton College. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Peter Kenefick is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with UBS since 1989. Outside of finance, he serves as president of a restaurant business and is treasurer on the board of a fraternity association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Thomas Dufresne is a financial advisor with Cetera, holding a Series 63 designation and bringing 35 years of industry experience. His career includes longstanding roles at Lear Financial Inc. and self-employment, alongside over a decade with Cetera Wealth Services and Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Starkey is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Ameriprise Financial from 2017 to 2021 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad retail and institutional offerings.

John Mc Cormick is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Edward Jones for eight years and spent two years at KARE 11 TV. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

Grant Thayer is Vice President and Branch Leader at Fidelity. In this role, he develops and leads a team of associates who assist clients in creating holistic financial plans aimed at achieving their individual and family goals. He emphasizes co-creating clear and understandable plans to support clients in enjoying a confident retirement. His experience at Fidelity includes positions as Vice President, Regional Planning Consultant from 2023 to 2025; Vice President, Financial Consultant from 2022 to 2023; Financial Consultant from 2019 to 2022; Investment Consultant in 2019; Relationship Manager from 2018 to 2019; and Financial Representative from 2017 to 2018. Prior to Fidelity, he worked as a Financial Planner at Minneapolis Financial Group from 2015 to 2017.

Matthew Buechel is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a trust based in Nantucket, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services.

Jeanne Rosengren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1986 as a securities analyst and transitioned to wealth management in 1998. Jeanne provides advisory services to high-net-worth families and small companies, focusing on family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She utilizes the resources of Merrill Lynch to assist clients in clarifying their financial goals, investment selection, and asset allocation strategy. Jeanne holds a Bachelor's Degree from St. Cloud State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience includes advising individuals and multigenerational families on retirement planning, education funding, wealth transfer, and wealth preservation. Jeanne is a member of the Children’s Legacy Advisors board. Active in her community, Jeanne has supported nonprofit organizations such as Interfaith Outreach and Community Partners, Benilde St. Margaret’s School, and Susan G. Komen, including speaking on breast cancer awareness related to her personal experiences. She resides in Plymouth, Minnesota with her husband, Steve, and their three adult children. Jeanne enjoys spending time with her family, tennis, and traveling.

Preston Stach is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and held roles in financial services and other industries. He also serves as an internal wholesaler for AdvisorNet Financial, supporting insurance and benefits wholesalers and independent advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Andrea Wren is a financial advisor with RBC Capital Markets in Wayzata, MN. She holds a Series 66 designation and has 10 years of industry experience. Prior to her current role at RBC Capital Markets, she worked at RBC Wealth Management from 2014 to 2016. Outside of her advisory role, she works as a test monitor for American College Testing and also provides grocery delivery services with Shipt. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles and investment preferences.

Daniel Law is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a variety of management approaches and investment strategies.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Micah Benway is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He holds a Series 63 license and is involved outside of his advisory role as a board member of Feed My Starving Children and leads Paragon Operations, LLC. Ameriprise offers retirement-income planning services targeting clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Luke Donahue is a financial advisor with MassMutual Investors Services. He holds Series 63 and Series 65 licenses and has experience working with MassMutual Life Insurance Co, Northwestern Mutual, and Piller Financial Group. Outside of finance, he has a background that includes nearly a decade working at Hazeltine National Golf Club. MML Investors Services, LLC 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, using a collaborative, annual planning process supported by firm-approved analytical tools.