Joseph Gribben is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 1998, as well as City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Addie Ng is a financial advisor with Equitable Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and having 45 years of industry experience. She has been with Equitable Advisors since 1999, including the period when it operated as Axa Advisors. Outside of her advisory role, she owns Source One Insurance Agency, which sells property and casualty insurance, and provides accounting services through Addie H. Ng & Associates. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models and providing fiduciary services to qualified plans.

Michael Munger is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving high-net-worth individuals and families. He joined Merrill Lynch in 2019 and collaborates as part of the Norman Munger Wealth Management Team, working alongside Katherine Norman and Tracy Manson to provide comprehensive financial strategies. Their approach emphasizes long-term planning tailored to clients' financial, philanthropic, and legacy goals, with a disciplined investment process and meticulous risk management. Prior to joining Merrill Lynch, Michael began his career at Deloitte in Minneapolis, specializing in tax strategies for families, trusts, and private businesses. Although he does not provide tax advice in his current role, his background as a former CPA from a Big 4 firm contributes to his proficiency in portfolio strategy, stock option planning, retirement and estate planning, and insurance analysis. He holds a Bachelor's degree and a Master's degree in Accounting from the University of St. Thomas. Outside of his professional work, Michael is active in the Minneapolis/St. Paul community as a volunteer with Special Olympics and Junior Achievement. He is also involved in sports as an official for high school athletics through the Suburban Officials Association. His personal interests include boating, cooking, fishing, football, golfing, refereeing, skiing, soccer, spending time with his family, and table tennis.

Philipp Wagener is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Wells Fargo entities since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, risk management, and specialized planning needs.

Whitney Blasko is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Wayzata, MN. She joined the Merrill office in 2010 after beginning her career in wealth management in New York City during college. Whitney has over 15 years of experience helping clients with a holistic approach to investing and wealth management, considering the many factors that impact a client's financial future. She specializes in areas including college education planning, executive compensation, family wealth management strategies, socially responsible and values-based investing, and support for women and LGBT wealth planning. Whitney holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from Columbia University with a concentration in economics within Latin American studies. Whitney is also a member of the Columbia Alumni Club of Minnesota and the Wayzata Chamber of Commerce. In addition to her professional work, Whitney is actively involved in community organizations such as Hammer Residences, Interfaith Outreach, and the Junior League of Minneapolis. She and her husband Greg live in the Wayzata area and enjoy participating in outdoor activities including wake surfing, various styles of biking, skiing, and she is working on rediscovering her interest in golf.

Richard Faatz is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Cetera. Outside of his advisory role, he serves on the finance committee of the Church of the Open Door, assisting with fundraising. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines proprietary research and third-party analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Dara Day is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Throughout their career, Dara has worked with firms including Davenport & Company LLC and Cardea Capital Advisors, LLC. Dara is also involved in operations at Advisornet Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Alex Hoffman is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Aerotek. Outside of his advisory role, Hoffman independently creates and distributes music through major streaming platforms. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party investment managers, integrating capabilities across capital markets and asset management.

Cooper Lukenda is a Series 66-licensed financial advisor with Morgan Stanley, based in Wayzata, MN, and has three years of industry experience. He has been with Morgan Stanley since 2022 and previously worked at Solifi and St. Olaf College, where he also serves as an assistant men's golf coach. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including programs informed by its Global Investment Committee’s analyses.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Peter Haagenson is a financial advisor at OSAIC with a Series 66 credential and three years of industry experience. His prior work includes roles at VMware and Blue Medora. Haagenson holds positions at multiple financial advisory entities, working with clients on investments, estate planning, and financial needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios.

Kristin Klein is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with RBC Capital Markets since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.

Margret Ortloff is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to her current role, she worked at Clutch Brewing Co and held positions at New Scenic Cafe and Buffalo Wild Wings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, tailored financial planning, and integrated services supported by both in-house and third-party investment managers.

Matthew Borchert is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Borchert is a co-owner and managing partner of PASJ LLC, a pass-through entity that supports the management and operations of his financial practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver detailed, non-discretionary recommendation reports that incorporate sophisticated modeling and tax-efficiency analysis. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Stern is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2018 and previously worked at LoCorr Funds. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment research.

Jed Lund is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN, holding a Series 63 designation and with 20 years of industry experience. His career includes roles at Focus Financial, Advisornet Wealth Management, Cetera Advisor Networks, Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group. Additionally, he is a separately licensed independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to manage portfolios across a range of investments on both discretionary and non-discretionary bases.

Matthew Dornik is a CFP® and CFA® with 22 years of experience in the financial industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Excelsior, MN. Outside of his advisory role, he owns and manages WDA, Inc., which oversees his Ameriprise business operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice, with a focus on assets held within Ameriprise-managed accounts.

Gary Hoshaw is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he owns and serves as president of Gary and Carrie Hoshaw Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jacob Fleming is a financial advisor at OSAIC with three years of industry experience. He previously worked at Focus Financial Network Inc and Strong Tower Wealth Management. Outside of financial services, he coaches youth hockey with the Elk River Youth Hockey Association. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to build portfolios across multiple asset classes for both discretionary and non-discretionary management.

Chad Holtz is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, U.S. Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he owns and manages Red Dog Stables Ltd., a thoroughbred breeding and racing operation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.