Eric Morris is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Maple Grove, MN. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and RBC Capital Markets LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kristi Morton is a financial advisor at RBC Capital Markets in Wayzata, MN, holding a Series 66 designation with nine years of industry experience. She has been with RBC Capital Markets since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to a range of in-house and third-party investment managers, along with various portfolio management and financial planning services.

Stephanie Starcevich is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill and Merrill Lynch since 1995 and holds Series 63 and Series 66 designations. 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.

Karli Johnson is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Ameriprise Financial Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment strategies aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

Brian Nelson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services from 2009 to 2011 before joining Wells Fargo in 2016. Outside of his advisory role, Nelson is involved in sports photography, focusing on high school sports for local organizations. 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 combines research and analytics with diversification principles and offers both brokerage and advisory solutions across a broad range of financial products.

Christina Boyd is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Christina earned her bachelor's degree from Colorado State University and completed her high school education at Edina. She specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Christina works with clients to address complex financial needs and support their financial goals. Christina is involved in her community through organizations such as Children's Hospitals & Clinics of Minnesota and the City of Minnetonka Beach.

Jordan Reiley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Fidelity Investments and Paysafe Group. Reiley is based in Wayzata, MN. 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 offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and supervisory structures, and employs multi-asset model portfolios with strategic asset allocation.

Tove Lichty is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Williams is a financial advisor with Ameriprise in Deephaven, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Justin Bettinger is a financial advisor with Thrivent Investment Management in Albertville, MN. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all spent with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Leo Schlangen is a CFP®-certified financial advisor with 34 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Investment Centers of America and Ameriprise, where he worked from 2003 to 2016. Outside of advising, he owns H&R Block franchises and Common Cents Tax services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technologies, and supports a large network of over 22,900 advisors.

Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.

John Coyle is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves on the boards of two community organizations involved in fundraising and support services in the Minneapolis area. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers a broad range of investment and financial strategies.

Brad Spencer is a financial advisor with Robert W. Baird & Co. in Independence, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at CITY NATIONAL BANK and RBC Capital Markets before joining Baird in 2024. Outside of his financial advisory role, he serves as the elected Mayor of the City of Independence. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management along with municipal advisory and public finance services.

William Tollerud is a Series 66 licensed financial advisor with Edward Jones in Maple Grove, MN, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he manages Riverside Farms Partnership, working with renters of farm land. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Ann Nygren is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Merrill since 2018, following two years at Wells Fargo Clearing. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Christoff is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent Financial and its affiliated entities since 2016. Outside of his advisory role, he serves as a board member of the I-94 West Chamber of Commerce, providing business-owner feedback to support membership growth and program development. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separation between the two services.

Dan Pias is a financial advisor with LPL Financial, holding a Series 63 license and bringing 33 years of industry experience. He previously worked at Financial Dimensions Group and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. Outside of his advisory role, he is a co-owner of Schuler, Matheson, Pias and Associates, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Natthan Osterberg is a Series 66-licensed financial advisor with UBS Financial Services in St. Louis Park, MN. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies to tailor client plans.

Craig Shaver III is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank. Outside of his advisory role, he is actively involved in managing a farm he owns. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.