Christopher Forsberg is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is a freelance violinist. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including financial planning, portfolio management, and capital markets services.

Elizabeth Heidemann is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, where she has worked since 2014. She has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Charles Juckniess is a financial advisor at Morgan Stanley with Series 66 registration and one year of industry experience. His prior roles include positions at First Round, Old National Bancorp, and Bearpath Country Club, as well as several years in education at Creighton University and Benilde St. Margaret's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc., and served ten years in the U.S. Army. He is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Alexander Gonzalez is a CFP® professional with 22 years of experience, currently serving at Thrivent Investment Management since 2003. He holds the Series 66 designation and is based in Bloomington, MN. Outside of his advisory role, Gonzalez volunteers as a board member for Meals on Wheels Bloomington, contributing to strategic planning and executive oversight, and serves on the Towndale Association board managing local community affairs. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial analyses and supports clients with planning services separate from managed accounts, emphasizing non-discretionary advisory relationships and periodic plan reviews.

Gary Hanson is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Nancy Mcnamara is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She previously worked at Merrill from 1991 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Melissa Villella is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual in various capacities from 2000 to 2019. Outside of her advisory role, she manages a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. 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.

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Dylan Thomas is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and four years of industry experience. He has worked with UBS Financial Services in various roles since 2012. Outside of his advisory work, Thomas is a co-owner and instructor at HTP Sports Academy, a baseball and softball training facility for youth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers tailored financial planning and portfolio management using proprietary research and model-based approaches.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Jeffrey Timonen is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 63 and Series 65 licenses and 25 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 12 years before joining Wells Fargo Clearing in 2017. 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 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.

Hiroshi Asato is a financial advisor with Raymond James Financial, holding CFP® and Series 66 designations and bringing eight years of industry experience. His background includes roles at Takeda Pharmaceuticals and active service in the U.S. Navy Reserve since 2010. He is also vice president of McNellis & Asato, Ltd., a support company where he holds a leadership position. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client decision-making.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors in Lakeville, MN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Her prior roles include positions at SCF Investment Advisors, SCF Securities, and Ica. She serves as a board member of Eden Inc. and is involved with Voices Advancing Freedom, a committee focused on constitutional education, and owns a pet grooming business, D-Tail Your Dog LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through Founders Gate Capital.

James Horan is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has minor investment interests related to mineral rights and oil royalties with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.