Michael Theilmann is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2009 and holds a Series 66 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 and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Brian Kujawa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. His prior work includes roles at Northland Securities, Inc. and Cetera Investment Services LLC. Kujawa is associated with Generations Investment Services, LLC, an entity linked to his LPL business. 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, and institutional platforms, supported by advanced tools and a large network of advisors.

Michael Thorn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and with 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. Outside of his advisory role, he coaches youth wrestling through community education programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a range of investment managers and programs.

Britta Sorensen is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill since 2014 and Bank of America since 2023, as well as brief positions at Securian Financial Services, CRI Securities, and Thrivent Investment Management. 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 plans, corporations, and charitable organizations.

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Riley Howard is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Howard also manages his own wealth management firm and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Leo Brucciani is a financial advisor with Merrill holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bank of America, N.A., Jaxen Grey, and several other organizations. Outside of his advisory career, he has been involved with the University of St. Thomas and The Normal Brand. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Laurel Traxler is a Series 66-credentialed advisor with 16 years of industry experience. She has been with Merrill Lynch since 2006 and currently works at Bank of America N.A. since 2024. Merrill 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. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies and account administration.

Brandon Howe is a Series 66-licensed financial advisor with RBC Capital Markets in Wayzata, MN, and has 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his financial advisory work, Howe serves as a trustee for the Mound Cemetery Association, is on the board of the Orono Softball Association, and will serve on the board of the Mound Cemetery Heritage Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Kristin Wolfe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and four years of industry experience. She has been with RBC Capital Markets since 2018 and previously held positions at The University of Wisconsin-Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Dana Granberry is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 65 and Series 63 designations and 22 years of industry experience. Prior to joining RBC in 2026, Dana worked at Ameriprise Financial Services from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Robert Harnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2003. He serves as a board member of Camp Friendship Ventures, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Maxwell Opheim is a financial professional with Cetera and its affiliated entities, holding Series 63 and Series 65 licenses and accumulating seven years of industry experience. He has worked in various capacities at Cetera and related firms since 2017. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Cich is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Jeffrey Belstler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and custody services.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware retirement income planning focused on dependable income sources.

Lindsay Strickland is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 credentials and is based in Wayzata, MN. Her career includes over a decade at RBC Capital Markets and a recent role at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, using a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Fred Legrand is a CFP®-certified financial advisor with Wells Fargo Advisors in Wayzata, MN, bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services and Wells Fargo Clearing. He is also an owner of FRL Investments, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth thresholds. Advisors use Wells Fargo’s research and tools to develop personalized recommendations, with implementation options through various brokerage and advisory programs.