Calvin Mc Kenney is a CFP® professional with eight years of industry experience, currently advising at Cetera. He has held roles at Fortune Financial, Securian Financial Services, and Minnesota Life Insurance Co. Mc Kenney also serves as president of a local chapter of Business Network International, where he manages and runs meetings. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to various model portfolios and investment strategies under multiple program structures.

Erica Frantz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Constable is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked as a professional golfer for seven years before entering the financial services field. Outside of advising, he is a partner at Double Eagle Partners LLC, a business involved in business development and labor services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and makes use of tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates to model financial outcomes.

Brandon Peddycoart is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. His prior work includes roles at Old National Bank and Wells Fargo Clearing, as well as positions in education and veterinary support. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and a range of program offerings including Unified Managed Accounts and third-party money manager programs.

John Connolly III is a financial advisor at Fidelity with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.

Christine Ebert is a CFP®-certified financial advisor with Ameriprise, based in Plymouth, MN, and has 35 years of industry experience. She has been with Ameriprise and its affiliates since 1991. Outside of her advisory role, she volunteers with the Angel Foundation assisting with financial literacy training and with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service involves a detailed written Recommendation Report and ongoing advice, supported by investment research and algorithmic tools, and operates within a defined investment product ecosystem.

John Schricker is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2007 and held a position at PFK Management Inc. for over two decades. In addition to his advisory role, he is involved with PFK Financial Services Inc., providing administrative and client services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

William Rosengren is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2023, bringing prior experience from a Fortune 500 corporation in St. Paul, where he supported senior management through profitability modeling and business decision support. His professional focus includes college education planning, family wealth management strategies, and retirement income. William holds a Bachelor's Degree from the University of Minnesota and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He leverages the resources of Merrill Lynch to create personalized wealth management strategies tailored to client needs, emphasizing long-term relationships and attentive service. Outside of his professional activities, William enjoys boating, cooking, golfing, ice hockey, pickleball, and spending time with his family.

Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Adam Johnson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill Lynch, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and incorporating both in-house and third-party investment managers.

Jeremy Mitchell is a financial advisor at Morgan Stanley with five years of industry experience. His prior roles include positions at Howden Re, Fidelity Brokerage Services LLC, and Thrivent Investment Management Inc. Outside of his advisory work, he has been involved in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Collin Titus is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including The Leaders Group, Inc. and EPICVanbridge. In addition to his advisory role, he is involved in fixed insurance sales, working as an insurance agent and groups benefit concierge. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and third-party manager access.

John Skubitz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2024, with prior roles including positions at Ascend Financial and Minneapolis Financial Group. Outside of financial services, he has experience in educational roles at the University of Minnesota Twin Cities and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements.

Andrew Knutson is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, Knutson serves as President of the American Bandy Association, an amateur sports organization focused on developing the sport of bandy in the United States and supporting youth programs. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer planning alongside specialized services such as business-owner transition and sports & entertainment planning.

John Crandall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera since 2021, following a seven-year tenure at Voya Financial Advisors and over two decades with The Prideaux Company. In addition to his advisory work, he is an independent insurance agent with involvement in fixed insurance and long-term care insurance products through The Prideaux Agency and other ventures. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual clients, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary strategies and access to third-party money managers.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Sean Kane is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a partner in a rental property venture in Wayzata, Minnesota. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Thomas Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. 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 operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.