Jeremy Jung is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Best Buy and Cabelas. Outside of his financial advisory work, he owns a cabin rental property in Crosslake, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and overlay tax-efficient services.

Dean Rydstrand is a financial advisor with Charles Schwab in Wayzata, Minnesota, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2018. Outside of his advisory role, he is the owner and creator of Anti-Gravity Shoelaces, a novelty and games business based in Orlando, Florida. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separate managed accounts and employs a multi-asset model portfolio investment approach.

Wendy Meyer is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and 15 years of industry experience. She has worked at Merrill since 2016 and currently also has a role with Bank of America N.A. since 2024. 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 investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Litecky is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Jennifer Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and AdvisorNet Financial Inc. Outside of her advisory role, Haas serves as Chief Operating Officer and board member for a multimedia affiliate that provides video and audio podcasting support for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and features specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jonathan Benge is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for 12 years and has been affiliated with PRG Financial since 2002. Outside of his advisory role, he is a co-owner of Forestview Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Matthew Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at RBC Capital Markets and Ameriprise Financial Services, where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from in-house and third-party sources.

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Nathan Pribyl is a financial advisor with LPL Financial in Wayzata, MN, holding a Series 63 designation and 12 years of industry experience. His previous roles include positions at True Vision MN LLC, Gladstone Wealth Partners, Financial Engines Advisors LLC, and TMFS Advisors LLC. Outside of finance, he is involved in home building and construction as the owner of Allied Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by model portfolios and research from LPL Research and third-party subadvisors.

Dominique Latterelle Paskach is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill, Dominique held various roles including positions at First National Bank of Omaha and the UCCS Excel Communication Center. Merrill, along 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.

Isaac Wales is a CFP® professional with 26 years of experience in the financial services industry. He has been with Ameriprise since 1999, including six years at Ameriprise’s current institutional structure. Outside of his role at Ameriprise, he owns and manages an advisory business, IW Associates, based in Delano, MN. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to support income planning. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Paul Collins is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 IPS-driven investment approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Laura Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and broad investment offerings.

Steven Corless is a financial professional with 24 years of industry experience, currently affiliated with Cetera. His prior experience includes 11 years at RBC Capital Markets and roles at Cetera Wealth Services and Advisornet Wealth Partners. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary accounts.

Emily Koski is a financial advisor at Ameriprise with a Series 66 credential and over 15 years of experience in the financial industry, including a prior role at U.S. Bank. She is also a professional musician, performing at events such as weddings and funerals on a contractual basis. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with substantial assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team and algorithmic support.

Krystal Julius is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management. She leads the Eckerline Julius Wealth Management Group, providing strategic wealth management services to individuals, families, businesses, and organizations. Krystal's expertise includes family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Krystal has spent her entire career in wealth management, joining Merrill in 2008 after serving as a Wealth Management Banker with Bank of America. She holds the Chartered Financial Consultant (ChFC) designation, the Chartered Retirement Planning Counselor (CRPC) designation, and a Personal Investment Advisor (PIA) designation. Krystal earned a Bachelor's degree from the University of Saint Thomas. Outside of her professional role, Krystal is involved in several community organizations including Feed My Starving Children, Gigi's Playhouse Twin Cities, Salvation Army, and St. Bartholomew. She is also connected with the Minnetonka Figure Skating Club and YMCA of the North. In her personal time, Krystal enjoys gardening, golfing, music, traveling, yoga, and spending time with her family.

Yevgeny Bilozerov is a financial advisor at Raymond James Financial in Plymouth, MN, holding a Series 66 designation. He entered the industry recently, beginning his advisory career in 2025 with roles at Raymond James Financial Services, Wealth Enhancement Brokerage Services, LLC, and Wells Fargo Bank. Outside of his advisory work, he is associated with PFK Services Inc., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs risk profiling and modeling tools to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Rebecca Hall is an Investment Management Consultant II. She currently works as a Financial Consultant at Fidelity Investments since 2024. Prior to this, she served as a Financial Advisor at Equitable Advisors from 2022 to 2024. Rebecca focuses on guiding clients through their financial journeys by exploring their goals, assessing their current situations, and developing tailored approaches. She provides insights on investments, retirement planning, tax considerations, and risk management, aiming to help clients create comprehensive financial plans for a secure future. Outside of her professional work, Rebecca enjoys activities such as gardening, music, outdoor adventures, traveling, volunteering, and has an interest in food.

Bobby Swoboda is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He also manages his advisory business through Swoboda Management LLC. Ameriprise is an institutional firm offering a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports.