Jonathan Hess is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2022, following six years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Graham Low is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and Securian Financial Services Inc. Low is also associated with Fortune Financial/North Star Resource Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services with over 10,000 advisors managing more than $256 billion in assets.

Marianne Laurent is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of advisory work, she is associated with Stonebrooke Golf Club in Shakopee, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Amy Edgren is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 15 years. Edgren is the sole owner of Woodhill Financial, Inc., an insurance agency offering fixed insurance products. She also serves as a notary public in Hennepin County. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage diversified portfolios.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for The Waters Senior Living from 2019 to 2022. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.

Vadim Salov is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathaniel Trobiani is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. His background includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. He holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and offers non-discretionary services delivered by a select group of Wealth Advisors.

Asher Manhard is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial guidance and services to clients within the firm. Details regarding his experience, areas of expertise, education, and personal interests have not been provided.

David Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christine Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2019 and has prior experience with Bremer Bank, Raymond James Financial Services, and LIVE Wealth Planners, a business she continues to own and operate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and maintains over $256 billion in assets under management.

Matthew Hanson is a Financial Consultant at Fidelity Investments, where he currently works to provide financial guidance and planning services. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Investment Consultant, and now Financial Consultant. Matthew holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Over his years of experience in the financial industry, he has developed expertise in both simple and complex financial situations. He focuses on understanding clients' unique circumstances to create straightforward and effective financial plans.

Nicole Hiller is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS Financial Services since 2011 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supporting its advisors with proprietary research and a broad platform of capital markets and advisory solutions.

Joseph Kack is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He previously worked at Grove Point Advisors, LLC and has been involved with Wealth Guidance, Inc. since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology and a diverse set of financial products.

Mark Nevermann is a financial advisor with Edward Jones in Golden Valley, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing rental properties through LLCs he established for tax and liability purposes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Groebner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with non-variable insurance activities through the Eugene Cohen Agency and Prudential-sponsored business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s model-driven investment approach incorporates portfolios from internal research and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Stacey Michels is a financial advisor with UBS Financial Services in Kailua, HI, holding Series 63 and Series 66 designations and offering 28 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.