Marc Heagney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Bank and Edward Jones. He was also involved with the Minnetonka Lacrosse Association. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Michael Levitt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he offers a comprehensive approach to managing wealth. He works closely with clients and their families to understand their financial situations and priorities, developing customized wealth management strategies that adapt to changing market conditions. Michael provides access to Merrill's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. He has built and leads the Levitt Wealth Management Group, assisting clients and their families or businesses in achieving a range of financial objectives. Michael specializes in areas such as divorce transition planning, family wealth management, investment consulting for defined contribution plans, legacy planning, managing new wealth, retirement planning, small business strategies, tax minimization, and retirement income. His expertise has been recognized by Forbes and Shook Research, including a 2022 ranking as a Top Next Generation Wealth Advisor Best in State. Michael holds a Bachelor's Degree from the University of Minnesota and holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in English and Russian and is involved in community organizations. Outside work, Michael enjoys biking, hiking, running, and playing table tennis.

Ashlie Kaess is a financial advisor with Ameriprise in Dayton, MN, holding a Series 63 designation and 25 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. She owns a single-member LLC established to manage her Ameriprise franchise business. Ameriprise offers a retirement-income planning service aimed at individuals 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 with a centralized consulting team to deliver tailored, algorithm-supported retirement-income recommendations.

Ryan Carruth is a CFP® with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Securities America Advisors and Securities America Inc. from 2015 to 2024 and has been involved with Shavlik Financial Services since 2001. Outside of advisory services, he is an enrolled agent who prepares over 500 tax returns annually and serves as president of the Lakes at Maple Grove Homeowners Association. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Theresa Mederich is a Financial Consultant at Fidelity Investments, where she has been employed since 2025. Prior to this role, she held positions at Fidelity Investments including Investment Consultant in 2025, Planning Consultant from 2022 to 2025, Relationship Manager from 2021 to 2022, and Financial Representative in 2021. As a CERTIFIED FINANCIAL PLANNER™ professional, Theresa focuses on developing personalized and holistic financial plans by understanding her clients' goals, priorities, and preferences. She aims to simplify the complexities of personal finance to help clients work toward their financial objectives. Outside of her professional activities, Theresa enjoys cooking and baking, exploring culinary interests as a foodie, spending time with pets, attending theater, and traveling.

Martin Andreasen is a financial advisor with OSAIC based in Minnetonka, MN, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience and has been with Royal Alliance since 2012. Outside of his advisory work, Andreasen co-owns Andreasen Photography, a company focused on photography services. OSAIC serves a wide range of retail and institutional clients, including individuals, high-net-worth investors, and various organizations, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction tools and access to third-party managers.

Jessica Dittrich is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory role, she serves as president of the Maple Crest Dock Association, an unpaid position involving financial administration. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and organizations, offering a range of advisory programs with customizable investment strategies implemented through both in-house and third-party managers.

David Kornhauser is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Navellier & Associates. Based in Wayzata, MN, Kornhauser has been with UBS since 2020. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kent Scholten is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on developing strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and financial goals. Kent partners with individuals, families, and business owners to help them pursue both short- and long-term objectives through a consultative and relationship-driven approach. His areas of expertise include investments, retirement planning, estate planning, philanthropy, corporate benefits, education planning, personal retirement planning, special needs planning strategies, and retirement income. Kent holds a bachelor's degree in Economics from the University of Wisconsin-Madison and holds the Personal Investment Advisor (PIA) designation. Kent has been actively involved in community initiatives, serving in board and leadership roles with Hammer Residences, Hammer Travel, and the Minnesota Council on Economic Education. He also volunteers at Mount Olivet Lutheran Church, where he is a member. Kent and his family reside in Excelsior, Minnesota.

Steven Heimermann is a CFP® with 17 years of experience in financial advisory roles. He is currently with Ameriprise and has held prior positions at Northern Trust, LPL Financial LLC, MidWestOne Bank, and The Huntington National Bank. Heimermann serves as Head of Wealth for MidWestOne Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Molly Maher is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to her current role, she has been involved with community organizations including the Hastings Family Aquatic Center and Duluth Heritage Sports Center. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

John Wolkerstorfer is a CFP® and holds a Series 66 designation, with 24 years of industry experience. He has been with Ameriprise since 2005, currently serving in their Maple Grove, MN office. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, delivering detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Tatiana Soto is a financial advisor at Merrill with Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2014. 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 various institutional investors.

Dustin Neumann is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Sarah Kyles is a CFP®-certified financial advisor with 10 years of industry experience. She is currently affiliated with Cetera and has worked at firms including Wells Fargo Clearing and Avantax Investment Services. Her experience includes roles at MRK Financial Solutions and TruPlan Financial Advisors, where she provides financial planning and investment advice to clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Martin Schneider is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015 respectively. Outside of his advisory role, he manages farming operations on a farm and farmhouse in Long Lake, Minnesota. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm employs a structured planning process and offers access to investment and estate planning strategies.

Tyler Dueber is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Measurement Technology Laboratories for four years. He is also an Operations Development Associate at AdvisorNet Financial, where he supports financial advisors by processing compliance paperwork and evaluating data from custodian websites. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and customized investment strategies.

David Comstock is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo. In addition to his advisory role, he works as a relationship manager with Prosperwell Financial. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs.

Leif Engen is a Financial Advisor at Merrill Lynch Wealth Management. He works with clients to provide financial planning and investment management services. Leif holds a Bachelor's Degree from Gustavus Adolphus College.

Nouachi Vang is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Kestra Advisory Services, The Vanguard Group, and TIAA-CREF. In addition to his advisory work, Vang is an author and conducts financial literacy workshops with the Association of Financial Educators. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.