Andrew Wright is a Wealth Management Advisor and partner within the BWA Wealth Management Group at Merrill Lynch Wealth Management. Since 2002, he has been working with clients to develop comprehensive financial plans that are tailored to their unique goals and objectives. His approach involves creating diversified investment strategies and regularly evaluating portfolio managers to ensure effectiveness. Andrew's expertise encompasses corporate executive services, employee benefits planning, executive compensation, family wealth management, retirement income planning, and socially responsible investing among other areas. Andrew holds a bachelor's degree in business management from the University of Colorado-Boulder and carries several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He places importance on frequent and proactive communication with clients to maintain successful, customized financial service relationships. Residing in Shakopee, Minnesota, Andrew lives with his wife, Jessica, and their two children, Mason and Vivian. He is involved in his community as a Finance Board Member at Shakopee Area Catholic Schools and has been active with the SACS Dads organization as a former board member. In addition, he participates in school activities including Junior Achievement. Andrew's personal interests include fishing, golfing, ice hockey, music, photography, running, soccer, and spending time with his family.

Norberto Moran is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, Moran owns an independent insurance agency and provides tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and utilizes multiple platforms and custodians, supporting both discretionary and non-discretionary management.

Cassandra Keller is a CFP® professional with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has previously worked at RBC Capital Markets, LLC for seven years and had an earlier tenure at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Blaise Bitz is a financial advisor at Raymond James Financial in Bloomington, MN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at American National Bank, First Western Bank & Trust, and J&P Livestock. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing analytical tools and tailored non-discretionary consulting.

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. 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 programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Dombro is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 designation and two years of industry experience. He has worked at several firms, including The Capital Advisory Group Advisory Services, LLC and United Planners Financial Services. 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 portfolio programs, third-party asset management, and institutional platforms.

Andrew Guise is a Series 66 licensed financial advisor with UBS Financial Services in Bloomington, MN. He has 11 years of industry experience and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients with a combination 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 provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods, including AI and large language models, in portfolio management.

Sarah Houle Johns is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Cetera and Foresters Financial, where she spent over three decades. Johns is also licensed as a notary in St. Paul, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Stanbrough is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and various positions outside the financial sector such as Sur La Table and Alpine Country Club. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Ledermann is a financial advisor with LPL Financial in Bloomington, MN, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior experience includes roles at Waddell & Reed, INC. and various insurance carriers for W&R Insurance Agencies over two decades, as well as operating the Lakeshore Group Wealth Management. He is also involved with Cedar Rose Wild, LLC, a member-managed investment-related entity. 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 broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and proprietary tools, supported by a large network of advisors and significant discretionary assets under management.

Raana Grant is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2025, Grant spent 25 years with NEXT Financial Group. 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 financial planning and investment management solutions, supported by a large network of advisors and extensive operational resources.

Sean Picht is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He holds a Series 66 designation and is based in Eden Prairie, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Flannery is a financial advisor with LPL Financial, holding the CFP® designation and over 36 years of industry experience. He has held roles at several firms, including H. Beck, Inc. and Grove Point Investments, LLC. In addition to his advisory work, he is involved with Flannery Holdings, LLC, which he has operated since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing a variety of strategic and tactical investment approaches.

Tai Kotler is a financial advisor with LPL Financial based in Edina, MN. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Arazon Financial Group and Orbis International. Kotler is also involved as a non-variable insurance agent through Peak Pro Financial. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Bret Farrington is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at J.P. Morgan Securities, Piper Sandler & Co., and The Family Office of U.S. Bancorp Piper Jaffray LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Melissa Olson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has previously worked at The Oak Ridge Financial Services Group, Inc., Landmark Creations, RBC Capital Markets, and CH Robinson. 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 process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Andrew Glaisner is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 13 years. Outside of his advisory role, he provides pro bono financial planning to cancer patients through the Angel Foundation, assisting them with financial decision-making and debt management. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.