Zachary Johnston is a financial advisor at UBS Financial Services in Minneapolis, MN, with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services since 2017. Prior to that, he was employed at Securian Financial Services, Inc and Minnesota Life Insurance Company from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Paul Knooihuizen is a financial advisor with Ameriprise in West Lakeland, MN, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive withdrawal advice delivered through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic support overseen by specialized committees.

Bridget Gray is a financial advisor at RBC Capital Markets in Shoreview, MN, holding a Series 66 designation with 21 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations with tailored investment strategies and a variety of wrap fee advisory programs. The firm integrates in-house and third-party managers to provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

John Anderson, Jr. Jr. is a Private Wealth Advisor at Merrill Private Wealth Management and co-leader of the Anderson Winberg Group. He works with a select group of families and businesses across the United States, focusing on relationship management, strategic team initiatives, and business development. His practice primarily serves early employees, founders, and finance teams of high-growth startups, entrepreneurs, and multigenerational families navigating liquidity events and transitions, including those related to public markets and multigenerational family wealth. John and his team integrate Environmental, Social, and Governance (ESG) focused investments into their services and prioritize asking meaningful questions to define clients' goals while collaborating with trusted advisors such as CPAs and attorneys. Their experience includes wealth management, professional portfolio management, business succession planning, retirement planning, lending, structured products, pre-IPO planning, and insurance. He holds a Bachelor's degree from the University of Colorado System and has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as the Certified Exit Planning Advisor (CEPA) and Chartered Socially Responsible Investment Counselor™ (CSRIC) designations. John is proficient in both English and Spanish. In his free time, he enjoys adventure sports, fishing, golfing, skiing, and spending time with his family.

Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based 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 support tailored investment solutions.

Sophia Skidmore is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 66 registrations with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at The Vanguard Group and has experience in public defense and nonprofit sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Joseph Fleming is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work includes nine years at RBC Capital Markets Corporation and several years at Ameriprise Financial Services before joining Ameriprise in 2020. Fleming serves on the Board of Directors for Twin Cities PBS, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Brody Hardacre is a Series 66–licensed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at Polaris Industries, LUNR Capital, and the University of Minnesota. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Julie Whittaker is a financial advisor at Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 credentials with two years of industry experience. Her prior roles include positions at Mark J Heurung and Northwestern Mutual Investment Services LLC. Outside of finance, she has experience working with YMCA Camp St Croix over several years. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Brendan Kauls is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized investment strategies that align with their financial goals and priorities. Brendan's approach involves understanding what matters most to his clients and providing ongoing advice to adjust strategies as circumstances change. His areas of expertise include education planning, employee benefits planning, legacy planning, portfolio management, small business strategies, and retirement income planning. Brendan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Saint Olaf College. Outside of his professional role, Brendan participates in community service through involvement with Habitat for Humanity. He also enjoys activities such as basketball, fishing, football, golfing, hunting, ice hockey, running, and soccer.

Hannah Hennen is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2019, with prior experience at Wells Fargo and involvement in the Minnesota Section of the Professional Golf Association. Ameriprise is an institutional firm serving clients primarily through a retirement-income planning service aimed at individuals with substantial investable assets, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Collin Mead is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he held positions including work with the Wisconsin Bicycle Federation and service in the Wisconsin State Assembly and State Senate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Miller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, Apple, and other firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a broad range of financial planning topics without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Deanna Pohl is a Series 66-credentialed financial advisor with 21 years of experience, currently with Ameriprise in Minneapolis, MN. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their Premier Retirement Income service provides a written Recommendation Report and ongoing advice through a centralized team that works alongside the client’s Ameriprise advisor.

Tami Nelson is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses with 18 years of industry experience. Her career includes roles at American Enterprise Investment Services Inc and RiverSource Distributors Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Paul Cochran is a CFP®-designated financial advisor with 31 years of industry experience. He has worked at Edward Jones since 2020 and previously spent 16 years at Feltl And Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of discretionary and non-discretionary investment strategies through a large network of financial advisors and branch offices nationwide.

Mariann Rutter is a financial professional with 16 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 credentials and has worked at Cetera since 2023, with prior experience at Securian Financial Services, Inc. and CRI Securities, LLC. Additionally, she serves as a notary public and operates North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with multiple program structures and access to third-party managers.

Roy Smalley III is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley since 2009 and is currently affiliated with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he works as an independent contractor baseball analyst for Souhan-Smalley Podcasts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Matthew Machaiek is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He has been with RBC Dain Rauscher Inc. since 2002. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.