Brandon Walters is a financial advisor with Edward Jones in Buffalo, MN, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2014. Walters serves as a board member of Impact Christian Academy in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Steven Larson is a ChFC®-designated financial advisor with 35 years of industry experience. He is currently with Cambridge Investment Research Advisors, having joined in 2024 after a 22-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through independent financial professionals using various portfolio management platforms and proprietary model strategies.

Faris El Gosa Nagle is a CFP® professional with 12 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2019. His prior experience includes five years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. He is the owner of two business entities, EGN Unlimited LLC and Prosper Hill Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering event-driven planning services such as divorce and estate-settlement planning.

Theodore Bulinski is a Series 66 licensed financial advisor with UBS Financial Services in Wayzata, MN, and has five years of industry experience. Prior to joining UBS in 2021, he worked for five years at McGough Construction Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm integrates proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management.

Steven Plant is a financial advisor with Raymond James Financial in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at GPS Capital Management and has been associated with Plant Investment Services, Inc., North Shore Capital Management, LLC, and Raymond James Financial Services since 2009. Outside of his advisory roles, he serves as Chair of the Board and President of the Rotary Club of Maple Grove Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs various analytical tools to assist clients in achieving their financial goals.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Elizabeth Engle is a financial advisor at Fisher Investments with 11 years of industry experience. She holds a Series 66 designation and has worked at Fisher Investments since 2018, following roles at McAdam LLC and Purshe Kaplan Sterling Investments from 2014 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, utilizing a centralized investment policy committee and tax-aware strategies to manage risk and positioning.

Grant Walters is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Prime Therapeutics, Polaris Industries, and UnitedHealth Group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Samuel Grodnick is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. Prior to his current role, he gained varied work experience in logistics, food service, and education. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to deliver written financial recommendations but does not have investment discretion in planning engagements.

Thomas Geissler is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Geissler also operates Geissler Financial, a business aligned with his LPL activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Jason May is a financial advisor with Cetera, holding the CFP® designation and Series 66 license, and has 15 years of industry experience. He has worked at Cetera and its affiliate firms since 2012. In addition to his advisory role, he operates May Financial Planning, a DBA focused on financial services, and is involved in fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of advisors, providing multiple program structures and access to both affiliated and unaffiliated investment managers.

Christopher Kruse is a financial advisor with Edward Jones in Wayzata, MN, holding CFP® and Series 63 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as chairman of the board of deacons at St. John's Lutheran Church and has been involved with the Rotary Club of Monticello as a past president and board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Natalie Brinkman is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2012. Brinkman is also involved as an owner of K & N LLC and serves as an independent contractor and insurance agent with CYCAP Insurance LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a variety of investment management options.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Nicholas Bormann is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as treasurer for BB Pine Lane Trust LLC, a trust focused on estate planning related to managing tax payments and operating expenses for a cabin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. 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.

James Lukanich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he is the owner and trustee of Vista Wealth Management, a financial practice based in St. Paul, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools, with an emphasis on tailored recommendations and a variety of specialized planning areas.