Morgan Kane is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Transwestern for six years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Benjamin Johnshoy is a CFP® professional with 26 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He holds Series 66 registration and is involved in managing his advisory business through entities such as Constellation Holdings LLC. Johnshoy also serves as Vice President on the Board of Directors for the Shakopee Fairway Club. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Anne Guzman is a CFP® and holds a Series 66 license with seven years of industry experience. She currently works at Morgan Stanley and has prior experience at UBS Financial Services Inc, TransMedics Inc, and PricewaterhouseCoopers. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Matthew Beck is a CFP®-designated financial advisor with 26 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Ameriprise Financial Services and UBS Financial Services. Outside of his advisory work, he is involved as a soloist in singing activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various operational and research technologies.

Jessica Louisiana is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing Services LLC since 2018, having previously worked at Wells Fargo Bank NA since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Sok is a financial advisor at Charles Schwab with 2 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at the Hennepin County Sheriff's Office and the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines centralized custody and brokerage services with multi-asset model portfolios and alternative investment options.

Logan Fox is an advisor with LPL Financial located in Maple Grove, MN. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, he worked at Zaengle Corp. and Perishable Distributors of Iowa, Ltd. Outside of finance, his work history includes experience at Camp Chetek. 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 broad range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities.

Brian Oehler is a Series 66-registered financial advisor with LPL Enterprise. He has been with LPL Enterprise since 2026 and has prior experience in consulting and technology firms including Pioneer Management Consulting and Perficient Inc. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs model-driven investment approaches, offers financial planning, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Ashley Moore is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill, Moore worked at Ameriprise Financial Services and Minnesota Financial Resources. Outside of finance, Moore serves as a contract ski instructor for Tonkawood Ski School, teaching ski lessons to children. 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, and institutional investors.

Cally Haderaj is a Series 66-licensed financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, she worked at M Health Fairview for ten years and held positions at the University of Minnesota and Saint Catherine University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Scott Swenson is a financial advisor at UBS Financial Services in Bloomington, MN, with 28 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Jacqueline Larson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Baytons since 1995 and has been with RBC Capital Markets since 2008, including her current role at City National Bank since 2017. 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 wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. Timothy is also a licensed notary in the state of Minnesota. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.

Rae Velasquez is a financial advisor at Cetera with five years of industry experience and holds a Series 66 credential. She has worked at several firms, including Fortune Financial and Securian Financial Services. Velasquez also supports team members at Fortune Financial in securities, insurance, and planning business. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Graham Burke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at WaterRock Financial LLC and MD Financial / Vestment Financial, along with prior experience in financial services and education. 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 technology tools across a large network of advisors.

Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Clearing. 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, third-party asset management access, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Richard Shaeffer is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Based in Plymouth, MN, he is part of a large network of financial advisors at the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 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.

Garrit Otten is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family-focused financial planning. He partners with clients to create personalized strategies aligned with their unique goals, emphasizing trust, transparency, and open communication. His expertise spans college education planning, executive compensation, family wealth management, retirement income, tax minimization, legacy planning, and portfolio management services. Garrit holds a Bachelor's Degree from St. Olaf College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). He applies his extensive industry knowledge to help clients navigate financial complexities and make informed decisions that support their families’ long-term success. Based in Minneapolis, Garrit is actively involved in his community through his participation with Orono Youth Hockey. When not advising clients, he enjoys boating, football, golfing, ice hockey, pickleball, running marathons, skiing, reading, and spending time with his wife Mackenzie, son Tripp, and their dog Kopitar. He also serves as a varsity assistant coach at Mound Westonka High School, reflecting his commitment to family and community engagement.