Joshua Brandner is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Odom Health & Wellness for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Larson is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2018, Larson worked at Wells Fargo Clearing for two years. Outside of his advisory role, he serves as a board member of the Excelsior Morning Rotary community organization. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes the use of firm-approved tools and modeling techniques, emphasizing advisory services delivered through Financial Advisors and specialist groups.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Rebekah Hartmann is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develops tailored strategies to address areas including general investing, retirement planning, and preparation for unforeseen expenses. Rebekah provides access to additional banking and financial services through Bank of America specialists, offering a comprehensive approach to financial management. Her areas of focus include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and socially responsible investing such as values-based and ESG investing. She holds several professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rebekah holds a Bachelor's Degree from Iowa State University, a Master's Degree from Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and a Master of Business Administration from the University of Missouri System. She is involved with professional organizations such as the American Veterinary Medical Association, Minnesota Veterinary Medical Association, Eden Prairie Chamber of Commerce, National Association of Women Business Owners, and the Quorum LGBTQ+ and Allied Chamber of Commerce. Her community involvement includes activities with Bank of America, Minnesota Veterinary Medical Association, and the University of Minnesota Landscape Arboretum. In her personal time, she enjoys biking, gardening, hiking, horseback riding, music, and reading.

Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Nicole Scanlon is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following prior roles at LPL Financial, LLC, Sanford C. Bernstein & Co., LLC, and Keirnes Law, PLLC. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to develop tailored plans.

Mitchel Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 in various capacities. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines automated and tailored approaches in its retirement planning.

Joshua Baltzer is a CFP® certificant with eight years of industry experience. He has been with Wells Fargo Advisors since 2017, including roles at Wells Fargo Clearing and as a contractor, and previously worked at Cargill for six years. Baltzer has ownership and trustee roles in BSV Financial Partners LLC, an investment-related business in Wayzata, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations across various specialized financial needs.

Luana Marrier Holecek is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2009. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Grant Fjosne is a financial advisor at Ameriprise with 25 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role since 2020, he spent 15 years at Ameriprise Financial Services, Inc. He is also the owner of Fjosne Capstone Group, where he manages an advisory business. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver tailored, research-based retirement income recommendations.

Estella Eckart is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley and its affiliated entity since 2015. Outside of her advisory role, she serves as an executor and co-executor of estates. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 and became part of Merrill in 2009 with his group. In his role, Brandon is responsible for wealth planning and investment strategy management, focusing on optimizing a client's wealth to align with their goals, objectives, and priorities. Brandon specializes in working with the complexities of family wealth, advising family-owned business owners on both personal wealth and business matters. His expertise also extends to advising company retirement plans and foundations on investment policy and plan design. He holds a bachelor's degree in Finance from St. Cloud State University and has earned several professional certifications including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Merrill Institutional Consultant (MIC). Brandon is a member of the Financial Planning Association and the Investment and Wealth Institute. Outside of his professional work, Brandon is involved in community activities such as the Orono Softball Association and the Orono Rotary Club. He enjoys volunteering, working out, and spending time with his family. Brandon and his wife live in Long Lake with their five daughters.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Matthew Olson is a financial advisor with Fidelity in Shakopee, MN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Ameriprise Financial Services and three years at Lowe's Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios spanning mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment funds.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2010. Outside of his advisory role, he is an independent insurance agent specializing in health, life, long-term care, and disability insurance. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Chelsea Doman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.