Lauren Taney is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, where she has worked since 2008. She has 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and proprietary modeling methods to support its planning process.

Julie Kearney is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. In addition to her advisory role, she is involved in managing an advisory business through MB Holdings, LLC and works as a paraplanner for another financial practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various investment management options.

Connor Fabio is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, TCF Financial Corporation, Vista Outdoor Inc, NorthStar Glass Industries Inc, United Parcel Service, and US Bank. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios through intermediary platforms.

Kathryn Austin is a financial advisor with Osaic Wealth, Inc. based in Plymouth, MN. She holds the Series 66 designation and has one year of industry experience. Prior to joining Osaic, she worked at Benjamin F Edwards for three years and has held various positions in the financial services and mortgage industries. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to offer portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sigrid Nielsen is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Morgan Stanley and Wintrust Mortgage Barrington Bank and Trust. Outside of advising, she is a writer, author, and speaker, with a pending book titled "Letters from Sigrid," and she serves as Finance Director for the nonprofit WEMN Women Entrepreneurs of MN, among other volunteer roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and is notable for its extensive advisor and branch network as well as its additional affiliated capabilities.

William Thureson is a financial advisor at Morgan Stanley with four years of industry experience. His career includes six years at the Federal Reserve Bank of Minneapolis and roles in various companies prior to joining Morgan Stanley. Outside of his advisory work, he is a partner in a property management LLC, where he handles managerial duties related to maintenance, tenant communications, and recordkeeping. 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 uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations in its process.

Scott Graul is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Scottrade. Outside of his advisory role, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he oversees cash flows and manages the customer service team. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Andrew Cripps is a financial advisor at Edward Jones with 26 years of industry experience. His prior roles include over two decades at Merrill Lynch/Bank of America and five years as a FINRA arbitrator. He holds Series 63 and Series 65 registrations. Andrew is also part of a private FINRA auditor pool, occasionally serving as an auditor in dispute cases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Anthony Scheuring is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch Wealth Management in Minneapolis, Minnesota. He has been a Partner with The Scheuring Group at Merrill since August 2010. Prior to joining Merrill, he worked at Piper Jaffray & Company from 2006 to 2010, spending three years in the Operations Department on the Fixed Income Trading Desk and an additional year and a half as a Registered Sales Assistant on a Corporate Cash Management Team. Anthony serves multiple generations of clients by guiding families toward their financial objectives through tailored asset and liability management strategies that consider each client’s needs, goals, and risk tolerance. As a Portfolio Manager, he manages personalized or defined strategies on a discretionary basis, utilizing individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. His expertise includes family wealth management, legacy and philanthropic planning, liquidity management, retirement income, and tax minimization. He holds Series 7 and Series 66 FINRA registrations and the Certified Plan Fiduciary Advisor (CPFA) designation. Anthony earned a Bachelor’s degree in Business Administration from the University of St. Thomas and is an alumnus of Cretin-Derham Hall. He served in AmeriCorps as a Construction Supervisor with Dallas, TX Area Habitat for Humanity in 2004-2005. He is involved in community organizations including Prodeo Academy and Twin Cities Habitat for Humanity. Anthony lives in Mendota Heights, Minnesota, with his wife and four children.

Sean Endersbe is a CFP® with 10 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Sagepoint Financial, Inc. for eight years and Comprehensive Financial Solutions for 15 years. In addition to his financial advisory work, he is the owner of an insurance advisory sole proprietorship and serves as president and CEO of an LLC that facilitates partnership operations for advisors. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party investment managers, utilizing proprietary tools and a variety of account management options.

Deborah Thompson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with Scholz since 2017 and PFK Management since 2015, where she provides financial planning services. Thompson also serves as a personal representative and executor in a family estate matter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory relationships that support client decision-making rather than discretionary management.

Thomas Rippberger is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC. He has held roles at several firms, including Affiliated Advisors, Inc., Cetera Advisor Networks LLC, and AdvisorNet. Rippberger is a managing partner at Affiliated Advisors, LLC and a partner at Finanically Fluent Advisors, LLC, where he provides financial planning services. He also serves as an independent board member for Berger Financial Group and participates as secretary on his church endowment committee. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutional entities such as pension plans and corporations. The firm offers integrated brokerage and advisory services, employing sophisticated asset-allocation tools and third-party managed-account solutions to deliver tailored investment strategies.

Austin Zurn is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Bell Bank for five years. Outside of his advisory role, he is involved with Lifeworks, a nonprofit serving people with special needs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Benjamin Brinkman is a financial advisor with UBS Financial Services in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Fulcrum and held roles with the Iowa Heartlanders, the University of Notre Dame, and the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment 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 client solutions.

Amy Johnson is a financial professional at Cetera with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Stein Financial Group. Outside of her advisory role, she is the sole owner of two real estate rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and leverages multiple program structures and custodial relationships.

David Cooper is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Questar Capital Corporation, Questar Asset Management, and Woodbury Financial Services. He also assists with client service activities as a paraplanner at Sandvold Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Patrick Wight is a financial advisor with Cetera in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial, VPWM Advisors, and Mill City Financial Partners, where he is currently a partner. Outside of advising, he manages Wight Brothers LLC, which holds mineral rights. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joseph Johnson is a financial advisor at Cetera with 34 years of industry experience. He is a Series 63 license holder and has been affiliated with Cetera and its related entities since 2013. In addition to his advisory work, he owns Johnson Advisors Limited, a financial services firm, and serves as a health insurance agent for members of the American Council of Engineering Companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and oversight structures.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Josh Fussy is a financial professional with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with several Cetera affiliates since 2022 and also holds a role as a client administrator at AdvisorNet Financial Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a wide range of portfolio management and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.