Grant Walters is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Prime Therapeutics, Polaris Industries, and UnitedHealth Group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Samuel Grodnick is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. Prior to his current role, he gained varied work experience in logistics, food service, and education. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to deliver written financial recommendations but does not have investment discretion in planning engagements.

Thomas Kalb is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Kalb serves as an official for USA Hockey, conducting officiating duties for hockey games. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice through a centralized consulting team.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Jason May is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Cetera and has worked with affiliated firms since 2012. He also operates a financial planning business under the name May Financial Planning and holds licenses for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary programs.

Christopher Kruse is a CFP®-designated financial advisor with Edward Jones in Wayzata, MN, holding 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Chairman of the Board of Deacons at St. John's Lutheran Church and has held leadership positions with the Rotary Club of Monticello. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Natalie Brinkman is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL since 2012. Brinkman is an owner of K & N LLC, a business unrelated to securities trading. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill for a total of 20 years, with a one-year period at RBC Capital Markets in between. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over 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, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Harold Kim is a financial advisor at Ameriprise with a Series 66 designation and no prior industry experience before joining the field. His previous roles include positions at The Huntington Investment Company, The Huntington National Bank, and BMO Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, featuring customized Recommendation Reports and ongoing advice based on a combination of internal research and external data.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Nicholas Bormann is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Outside of his advisory work, he serves as treasurer for BB Pine Lane Trust LLC, which facilitates estate planning related to tax payments and operating expenses. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions to serve more than 14,000 financial advisors nationwide.

Brendan Sheehan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His work history includes roles at Bank of America, Lululemon, and Pruco Securities LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

James Householder Jr. is a financial advisor with OSAIC, holding a CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including long-term roles at Fortis Investors, Inc. and service in the U.S. Naval Reserves. In addition to his advisory work, he is involved in insurance sales, tax preparation, and serves as a co-trustee of his parents' trusts. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, utilizing asset-allocation tools and third-party managers across various investment platforms.

Cody De Groot is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, LPL Financial, and Connexus Credit Union prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending investment strategies.

James Lukanich is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009 and previously worked at Wells Fargo Clearing. Lukanich is also the sole owner and trustee of Vista Wealth Management, a separate financial practice based in St. Paul, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with clients having flexible options for implementing recommendations through brokerage or advisory programs.

Jeremy Jung is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, Jeremy worked at Best Buy and Cabela's. Outside of finance, he owns a cabin rental business in Crosslake, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Dean Rydstrand is a financial advisor with Charles Schwab in Wayzata, Minnesota, holding Series 63 and Series 66 credentials and with 28 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2018. Outside of his advisory role, he is the owner and creator of Anti-Gravity Shoelaces, a novelty and games business based in Orlando, Florida. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs a multi-asset model portfolio investment approach.