Brian Grahek is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. His prior experience includes roles at Bank of America and Merrill Lynch. He is involved in entrepreneurial investment-related ventures through GLJ Investments, LLC and Grahek GP LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Riley Gannon is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at UBS Financial Services in Wayzata, MN. His prior work includes roles at Konica Minolta Business Solutions USA, Johnson Brothers Liquor Company, Excelr-8 E-Bikes, and the University of St. Thomas. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Adelyne Salzer is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Morgan Stanley, she worked at Vertex Capital Planning and Northwestern Mutual Private Client Group. Outside of finance, she is involved as an employee at Hope Breakfast Bar, a restaurant and bar in Saint Louis Park, Minnesota. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a process that includes structured discovery and firm-approved planning tools.

Sherri Tuttle is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1992. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Holecek is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021. Prior to his current role, he held positions at several Target locations between 2015 and 2021. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Bottema is a financial advisor with UBS Financial Services in Corcoran, Minnesota, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS and its predecessor Paine Webber since 1996. Outside of his advisory role, Bottema serves as a volunteer medic for the Loretto Fire Department and owns a business that manufactures and sells trail grooming equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Michael Krein is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and was previously with Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as the President of The Willows Homeowner’s Association and is involved as a member of the Fair State Brewing Cooperative, which focuses on community volunteer work. OSAIC Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, pension, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios on discretionary or non-discretionary bases.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. 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 grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Jensen is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management, and has a background that includes roles outside finance such as landscape architecture and lawn care entrepreneurship. Jensen also provides notary services to clients on a voluntary basis. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable entities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage multi-asset portfolios on discretionary or non-discretionary bases and utilizes a broad network of affiliated advisers and third-party platforms.

Rachel Radke is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Merrill in 2021, she worked at Ameriprise Financial Services and has held various roles including positions at Viterbo University and in the retail and automotive sectors. 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 institutional investors.

Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wayzata, MN, holding a Series 63 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Raymond James in 2021. Outside of advising, he is the CEO of BKEM Consulting, a business entity established to manage his financial advisory practice. Raymond James Financial Services Advisors, Inc. provides 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 analytical tools for tailored, non-discretionary consulting and supports municipal finance work through a municipal advisor affiliation, offering specialized advisory programs and targeted client services.

Ryan Honken is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with Wealth Management Advisors to develop synchronized wealth planning strategies tailored to families. He focuses on providing service that is flexible and timely to meet the specific needs of clients. Prior to his current role, Ryan worked as a Financial Consultant at Ameriprise Financial Services LLC from 2020 to 2023. His experience includes working closely with clients to manage their financial goals and planning. Ryan emphasizes delivering a business experience that fosters comfort and trust for those he serves. No additional information about his education, credentials, or personal interests has been provided.

Lori Swart is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2012 and has been affiliated with Bank of America, N.A. since 2013. 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 institutions.

Derek Sobota is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Bank of America and Merrill. He is also a partner and associate financial advisor at Ikigai Operations LLC, a firm that supports the operations and management of his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and operates within a defined investment universe influenced by its affiliated product offerings.

Chelsea Zoumides is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 66 designation and four years of industry experience. She previously worked at FirstService Residential and PowerObjects. Zoumides also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Brady Mickolichek currently serves as Vice President and Financial Consultant. He is a Certified Financial Planner® with over a decade of experience in the investment industry. Brady has held various roles including Financial Consultant and Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to that, he held positions such as Financial Advisor at Ameriprise Financial, Associate Wealth Manager at All Star Financial, and Financial Advisor at Merrill Lynch. Throughout his career, Brady has developed expertise in delivering personalized financial guidance by understanding clients' goals and preferences. He values building lasting relationships through meaningful interactions and is dedicated to enhancing his clients' well-being. Outside of his professional work, Brady enjoys biking, family activities, fitness, exploring food, and skiing.

Kevin Winters is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo affiliated entities since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using proprietary research and planning tools. The firm offers a broad range of planning options, including specialized services for business-owner transitions, special-needs analysis, and divorce planning.