Donald Cameron is a Series 66-licensed financial advisor with UBS Financial Services in Minneapolis, MN, where he has worked since 2008. He has 23 years of industry experience. Outside of his advisory role, he owns a rental property in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services through its platform.

Jack Tannahill is a financial advisor at RBC Capital Markets with three years of industry experience. He holds a Series 66 designation and has previously worked at Alerus Financial and Kings Walk Golf Course. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

George Lawer is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is the owner of The Good Habits Company, providing marketing and product development consulting, and he is also involved in acting and print modeling with Meredith Model & Talent Agency. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jennifer Sellwood is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. In this role, she works closely with clients to help them and their families work toward their financial goals by providing access to Fidelity's brand, technology, and investment platform. Her professional experience includes positions as a Financial Advisor at Merrill Lynch from 2012 to 2013 and at Thrivent Financial from 2008 to 2010. Jennifer has a focus on wealth planning and emphasizes integrity in her advisory services. Outside of her professional work, Jennifer enjoys family activities, fitness, hiking, outdoor adventures, traveling, and yoga.

Ethan Voss is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2021, including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. In his current role, he collaborates with clients to develop personalized financial plans that align with their goals and priorities. Ethan emphasizes understanding what is most important to his clients and their families to create financial plans that reduce stress and provide comfort. His experience at Fidelity Investments spans multiple facets of financial consulting, reflecting his commitment to supporting clients in managing their financial needs.

John Anderson, Sr. is a Wealth Management Advisor with over 25 years of experience in financial services and risk management. He holds a Bachelor of Science in Business Administration from the University of Alabama and is a CERTIFIED FINANCIAL PLANNER™ certificant. Additionally, John has earned the designation of Portfolio Manager within Merrill IAP and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). John and his team provide comprehensive wealth management services to a diverse clientele comprising families, retirees, business owners, physicians, attorneys, professional athletes, corporate executives, and non-profit organizations. Their approach emphasizes understanding clients' life priorities and financial situations to deliver personalized strategies centered on achieving specific financial goals such as college education planning, legacy planning, and retirement readiness. The team offers expertise in areas including executive compensation, managing new wealth, family wealth management strategies, and investment consulting for defined contribution and benefit plans. Active in his community, John has served on the boards of the Johnston YMCA and Charlotte Latin School Alumni Governing Board, as well as on the Parish Council of St. Nektarios Greek Orthodox Church. He speaks English and Greek and enjoys skiing, travel, yoga, music, fishing, golfing, tennis, spending time with family, and watching movies. Based in Charlotte, John is committed to helping clients pursue financial security and work optional lifestyles through a holistic and client-focused wealth management process.

Derek Cherne is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. Outside of his advisory role, Derek serves on the Board of Directors and Executive Committee of the University of Wisconsin River Falls Foundation and is a board member of the Believe Foundation, a nonprofit focused on raising funds for spinal cord recovery. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting certain net-worth criteria, using proprietary research and tools to develop recommendations delivered through meetings and summary reports.

Steinar Johnson is an Investment Consultant with experience at Fidelity Investments where he held roles including Planning Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Services Representative in 2023. He focuses on building trust-driven relationships by understanding clients' individual goals, providing clear and personalized financial guidance. Johnson works alongside clients to develop financial strategies tailored to their needs, acting as a knowledgeable partner through various stages of life. His professional approach centers on attentive listening and thoughtful planning to effectively support clients in achieving their financial objectives. Outside of his professional duties, Johnson has personal interests including fitness, football, social events with friends, outdoor adventures, skiing, and traveling.

Stephen Wehr is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, previously working at Wells Fargo Bank, NA since 2015. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Eric Peterson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Simplicity Financial Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.

Ryan Prescher is the Vice President and Financial Consultant at Fidelity Investments. In this role, he works directly with clients to develop personalized financial plans that consider their present circumstances. He emphasizes clear and collaborative guidance to help clients understand their options and make informed financial decisions. Ryan has been with Fidelity Investments since 2014, bringing extensive experience from his previous position as a Financial Consultant at Ameriprise Financial from 2011 to 2014. His professional background has equipped him with expertise in financial planning and client consultation. Details about Ryan's education, credentials, personal interests, or community involvement were not provided.

Jenny Budzeak is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederick Knapp Jr. is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Kevin Kuhl is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at LPL Financial and Investment Centers of America, Inc. Outside of advising, he is an insurance agent specializing in life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management services and operates a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Lynn Elmer is a financial advisor with Mass Mutual Investors Services based in Plymouth, MN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, Elmer worked at Partners Financial Solutions and Principal Securities Inc., with extensive experience spanning both firms. Outside of advising, Elmer is an insurance broker with ROYA LLC, focusing on life, disability, long-term care, fixed annuities, and health insurance products. 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 offers financial planning, asset management, and educational seminars, employing firm-approved software to deliver collaborative, goal-oriented planning.

Kyle Neubauer is a financial advisor at Edward Jones in Plymouth, MN, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mercer, Amazon, and Optum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Bryant is a financial advisor with Osaic Wealth, Inc., holding a Series 66 credential and 24 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for eight years before joining Osaic in 2024. Outside of his financial advisory role, he is the owner and president of TripleThreat Training, Inc., which provides basketball skills training, and serves as the head varsity boys basketball coach at Edina High School. Osaic Wealth, Inc. serves both retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs multiple advisory platforms and tools to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Kyle Laube is a financial advisor at Ameriprise Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2015. Outside of his advisory role, he manages a private wealth advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Mark Wolpert is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. His career includes over two decades at Metlife Securities Inc. before joining Mass Mutual Life Insurance Company and its affiliated investor services firm. He is also the owner of W Financial Group, a separate legal entity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs alongside educational seminars.

Chad Fullington is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2011. He also earns income from youth baseball umpiring in Rogers, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products, supported by a large network of advisors and branch offices nationwide.