Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Zachary Holloway is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Edward Jones, and Advisornet Wealth Management. Outside of his advisory role, he is qualified as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

Paul Youngs is a CFP® with 20 years of industry experience and has been with Edward Jones since 2008. He holds the Series 66 designation and is based in Shakopee, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Jacob Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at UBS as well as experience at Ameriprise and U.S. Bank. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody services.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Blake Stawarz is a financial professional at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previously worked at Cetera and Creighton University, where he served as a resident advisor providing support and guidance to first-year students. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Cade Friedhoff is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, Cade worked at Brown & Brown and has experience in the service industry and education sectors. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized event-driven planning services, including divorce and estate settlement planning.

Randall Petersen is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006. Prior to UBS, he has been affiliated with Piper Jaffray Inc. since 1989. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Nicole Scanlon is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following prior roles at LPL Financial, LLC, Sanford C. Bernstein & Co., LLC, and Keirnes Law, PLLC. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to develop tailored plans.

Alexander Morrall is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Fortune Financial and Securian Financial Services. Outside of his advisory work, Morrall owns the Twin Cities Wellness Collective, a business based in Minnetonka, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports customized investment strategies and access to third-party money managers.

Louis Close is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of directors for Bolder Option, a youth mentorship organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Makayla Everson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior experience working at Domino's and the University of Minnesota-Duluth. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Paul Goenner is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include BFC Planning, Securities Management & Research, and Proequities. Outside of financial advising, he serves as treasurer for both the Township of Clear Lake and the St. Marcus Cemetery Board in Minnesota. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment implementation options through independent Financial Professionals, utilizing proprietary model strategies and access to unaffiliated strategists.

Joshua Baltzer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. Prior to this role, he worked at Wells Fargo Clearing and held positions at Cargill. He is a part-owner and co-trustee of BSV Financial Partners LLC, an investment-related business based in Wayzata, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, delivering tailored recommendations through financial advisors who serve clients meeting specific net-worth criteria.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Todd Willihnganz is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Rasmussen is a financial advisor with Edward Jones in Plymouth, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Luana Marrier Holecek is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.