Martin Andreasen is a financial advisor with OSAIC based in Minnetonka, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Royal Alliance since 2012. Outside of his advisory work, Andreasen co-owns Andreasen Photography, a company focused on photography services. OSAIC serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, and various organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party managers.

Jessica Dittrich is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as president of the Maple Crest Dock Association, an unpaid position involving financial administration. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and organizations, offering a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

David Kornhauser is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Navellier & Associates. Based in Wayzata, MN, Kornhauser has been with UBS since 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including 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.

Kent Scholten is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on developing strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and financial goals. Kent partners with individuals, families, and business owners to help them pursue both short- and long-term objectives through a consultative and relationship-driven approach. His areas of expertise include investments, retirement planning, estate planning, philanthropy, corporate benefits, education planning, personal retirement planning, special needs planning strategies, and retirement income. Kent holds a bachelor's degree in Economics from the University of Wisconsin-Madison and holds the Personal Investment Advisor (PIA) designation. Kent has been actively involved in community initiatives, serving in board and leadership roles with Hammer Residences, Hammer Travel, and the Minnesota Council on Economic Education. He also volunteers at Mount Olivet Lutheran Church, where he is a member. Kent and his family reside in Excelsior, Minnesota.

Molly Maher is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she has been involved with community organizations including the Hastings Family Aquatic Center and Duluth Heritage Sports Center. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Tatiana Soto is a financial advisor at Merrill with Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2014. 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, and various institutional investors.

Dustin Neumann is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Sarah Kyles is a financial advisor with Cetera Wealth Services, LLC in Plymouth, MN, holding CFP® and Series 66 credentials and possessing nine years of industry experience. She has worked at firms including Wells Fargo Clearing and MRK Financial Solutions. Kyles provides financial planning and advice through her roles at MRK Financial Solutions and TruPlan Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Martin Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015 respectively. Outside of his advisory role, he manages farming operations on a farm and farmhouse in Long Lake, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process and offers access to investment and estate planning strategies.

Tyler Dueber is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Measurement Technology Laboratories for four years. He is also an Operations Development Associate at AdvisorNet Financial, where he supports financial advisors by processing compliance paperwork and evaluating data from custodian websites. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and customized investment strategies.

Leif Engen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes five years at Ernst & Young LLP and roles at Bank of America and Robert Half. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Nouachi Vang is a CFP® professional with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Advisory, The Vanguard Group, and TIAA-CREF. Vang is also an author and conducts financial literacy workshops through the Association of Financial Educators. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering comprehensive financial planning and advisory programs supported by model portfolios and research.

Ellie Makela is a financial advisor at Ameriprise with a Series 66 designation. She has been with Ameriprise since 2022 and has experience across several roles in both financial services and local community organizations, including involvement with OS Hockey and Richie's Cheese Curd Tacos. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Wehner is a financial advisor with OSAIC, holding the ChFC® and Series 63 designations, and has 40 years of industry experience. She previously worked at Investacorp, Inc. for 19 years and more recently at Securities America Advisors and Royal Alliance. Outside of her advisory work, she has served as president of the National Organization for Women and is involved with Penn Mutual for fixed life insurance business. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Jessica Bailey is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS since 2016. Prior to her financial services career, she was involved with Majerles Sports Grill and attended Arizona State University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm also operates with institutional trading capabilities and offers a broad range of capital markets and wealth management services.

Marguerite Harvieux is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services Inc. 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 and uses proprietary research and model-based asset allocations to tailor client plans.

Brett Oslund is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. He also has a 15-year tenure at Bank of America, N.A. 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. The firm offers model-based and discretionary strategies from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Kuehn is a financial advisor at RBC Capital Markets in Wayzata, MN, with 12 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Thomas Robertson is a financial advisor with Wells Fargo Clearing in Minnetonka, MN, holding Series 65 and Series 63 licenses and four years of industry experience. He has previously worked at Infinex Investments, Alerus Financial, U.S. Bancorp Investments, and U.S. Bank. Outside of advising, he is involved with Rum River Hills Golf Course in Ramsey, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by in-house and third-party research.