John Madson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for 13 years. Madson is involved with Messiah United Methodist Church as a member of the finance steering team. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

Alexia Gharrity is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Wells Fargo and Company, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Gustafson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes positions at City National Bank, Cercano Management, LLC, and Envoi LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, along with a range of portfolio management and financial planning services.

Michael Walstien is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 18 years. Outside of his advisory role, he serves as an on-call firefighter for the Plymouth Fire Department. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in net investable assets, offering tailored Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies.

Ann White is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Matthew Spiczka is a financial advisor at OSAIC with a Series 66 designation and three years of industry experience. He has worked at Royal Alliance Associates, INC. since 2023 and has been involved with MHS Companies since 2015. Outside of his advisory role, he provides insurance services through MHS Advisory Services and handles administrative tasks related to health insurance for Thomas R Hokr and Associates. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to various managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a broad array of investment products, managed on either a discretionary or non-discretionary basis.

Michael Pasqua is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Pasqua is also a licensed CPA, though he does not devote time to accounting activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Colin Kemmis is a financial advisor with Edward Jones in Maple Grove, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he spent 15 years in education with Osseo Area Schools and six years with Wayzata Public Schools. Outside of his advisory role, he coaches youth soccer with Fusion MN Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing over $1 trillion in assets under management.

Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Amy Thompson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as treasurer for the Delano Girls Hockey Boosters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Will Sherry is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles, including positions at Four Seasons Hotels and Resorts and NorthRock Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Isaac Foster is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously worked at Security Benefit and the Minnesota Timberwolves. Outside of finance, he has experience in the restaurant industry and entrepreneurial ventures, including operating Foster Training and working with several food establishments. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

Kari Kraemer is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith. Outside of her advisory role, she works as a grocery shopper and delivery employee for Shipt. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Andrew Goulson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors, LLC since 2012 and Wells Fargo Clearing Services LLC since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s IPS‑driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Loren Law is a financial advisor with Robert W. Baird & Co. in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Robert W. Baird since 2008. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. Baird utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets under management as of December 2025.

Luke Strom is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Cetera and has worked previously at AdvisorNet Wealth Partners and Questar Capital, among others. Strom is also a trustee for his younger brother's supplemental needs trust. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various program structures.

Christopher Watkins is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Kintyre HOA and owns a business buying and selling vintage watches online. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Mackenzie Sowada is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Woodbury Financial Services and Sandvold Financial Group. In addition to her advisory role, she serves as Financial Planner and Marketing Director at Sandvold Financial Group, where she assists with client account services and marketing initiatives. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct diversified portfolios and supports various third-party services and platform transitions.

Marie Henrichs is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. 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, offering a range of advisory programs, financial planning, and brokerage services.

Jason Aleshire is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he works as a fishing guide. Ameriprise is an institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.