Fabian Gutierrez is a financial advisor with Merrill in Minnetonka, MN, holding a Series 66 designation and four years of industry experience. He has worked with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc since 2022, following twelve years at United Bank. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as power of attorney for his spouse in a fiduciary capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Aimee Speier is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Fortune Financial, Securian Financial Services, and CRI Securities. She is also registered as an agent/broker with Fortune Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated model portfolios, third-party managers, and customized strategies.

Mark Pehrson is a Certified Financial Planner (CFP®) with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2019. He previously worked at Wells Fargo Clearing from 2016 to 2019. Pehrson is also involved as treasurer for the South Metro Huskies, a community organization. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels through a large network of advisors.

Rebekah Carpenter is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Bankers Life. Outside of advisory work, she is involved with The Healing Platform, a direct sales and customer service business, and Veritas Insurance Advisors, which offers Medicare Advantage, group medical, and ancillary insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and also offers affiliated trust, insurance, and lending services.

Theodore Krumholz is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, NorthMarq Capital, Day Plumbing, and Bank Midwest. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Juncker is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2024. Outside of his advisory role, he has been involved with lacrosse teams, including Team 36 Lacrosse and the University of St. Thomas Men's Lacrosse. RBC Wealth Management serves a wide range of clients, including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s risk profile and utilizing both in-house and third-party investment managers.

Thomas Van De Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1999 and serves a select group of individual and corporate clients. Thomas works with clients on a wide range of financial matters including investments, estate planning strategies, retirement forecasting and planning, as well as credit and lending through Bank of America, N.A. He aims to create customized financial strategies that address the unique complexities of each client's situation. Thomas holds a B.A. in Religion and Philosophy from St. Olaf College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on areas such as college education planning, legacy planning, LGBT wealth planning, retirement income, portfolio management, and socially responsible investing among others. He is active in the Twin Cities community, volunteering with organizations like Habitat for Humanity, SWWS Booster President, and Wishes and More. Thomas lives in Minneapolis with his wife Sara, their three children, and a golden retriever named Mylo.

Jamal Abu Shamala is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2017, following roles at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of finance, he is involved in basketball training and coaching, founding JAS Elite Training and serving as an assistant JV and varsity basketball coach at Blake High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and research from its Chief Investment Office and global teams to tailor financial plans aligned with clients’ goals and risk tolerances.

Chris Daniel is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and six years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is the proprietor of Bad Medicine Brewing LLC, a brewery business based in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Charles Wayne is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. His prior work includes 14 years at Metlife Securities Inc. and ongoing roles at MassMutual Life Insurance Company since 2016. In addition to his advisory work, he operates as an independent insurance agent specializing in property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a structured approach that includes collaborative, annual financial planning engagements.

Lizbeth Baker is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, previously spending eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Garett Perdue is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Korn Ferry, and Volkart May. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephanie Johnson is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Royal Alliance and Cetera Advisor Networks LLC. She is also owner of JMAE, LLC, which provides managed services to other businesses, and Johnson Wealth Management, LLC, offering fixed insurance services. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary or advisor-managed strategies and access to third-party managers and proprietary models.

Ria Bongiovanni is a Resident Director and Wealth Management Advisor at Merrill Lynch, where she leads the Bloomington, MN office and contributes to the local Diversity & Inclusion Committee. She works with clients across various industries and stages of life, including intergenerational families, corporate executives, business owners, attorneys, athletes, and entertainers. Her focus includes financial wellness, investing, college education planning, executive compensation, personal retirement planning, and socially responsible investing. Ria holds a Bachelor's Degree from Iowa State University and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Spanish. Beyond her advisory role, Ria engages in community initiatives such as Better Money Habits and Studiiyo Scholars. Her personal interests include music and the arts—writing and performing jazz piano and singing, as well as bhangra dance—as well as staying active through triathlons, yoga, and pickleball. She also values spending time with her husband, family, and friends, and serving on boards and volunteering.

Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.

James Wright is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill since 1997 and Bank of America, NA since 2009. Outside of his advisory role, he coaches youth hockey for the Los Angeles Junior Kings. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.

Maxwell Greseth is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he operated Greseth Financial Group and was involved in the hospitality industry through Boss' Pizzeria and Sports Bar. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies, including Monte Carlo simulations and secular return estimates.