Stacy Kupsky is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors since 2022. Prior to this, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC between 2014 and 2022. Kupsky is involved in outside activities including ownership of Breakthrough Financial, LLC and participation as a panelist on the Thrive Business Panel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through meetings and written summaries. The firm’s broad planning menu includes specialized services such as business-owner transition planning and special-needs analysis, delivered via a combination of advisory services and affiliated financial products.

Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Collin Duffy is a financial advisor with Charles Schwab, holding a Series 66 license and three years of industry experience. His career includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Prior to his financial services work, he held various positions across hospitality and marina operations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

Jean Kerr is a CFP® with 19 years of experience in the financial services industry. She has worked at Cetera since 2025 and previously spent over a decade at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she is president of J E Kerr Tax Service, Inc., a tax preparation and business management firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services. The firm manages over $256 billion in assets and supports more than 10,000 advisors with diverse program structures and investment options.

Nicholas Sodahl is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Sysco Foodservice, and Apple American Group. He has also worked briefly in the restaurant industry. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Schulenberg II is a financial advisor with RBC Capital Markets in Orono, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2005 and spent eight years at City National Bank. Outside of his advisory role, he is a passive owner of a private placement investment vehicle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides diverse portfolio structures designed to meet varied client needs.

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.

Benjamin Collins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously was involved with Man Cave Foods LLC for three years. He also serves as a co-trustee for a family trust in Minneapolis. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with investment principles such as diversification and modern portfolio theory, while offering both brokerage and advisory solutions.

Conor Hentges is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill from 2016 to 2018. 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 wide range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing research and planning tools to develop tailored recommendations.

Emily Kadue is a financial advisor at Mass Mutual Investors Services in Plymouth, MN, holding a Series 66 designation with one year of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services, she worked at Regions Hospital for 12 years and was involved with FitHaus, LLC since 2020. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning, asset management, and educational seminars. The firm structures planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Julie Greenberg is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2020, following six years at LPL Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Candido Palomarez III is a financial advisor with OSAIC in Plymouth, MN, holding a Series 63 designation and 32 years of industry experience. He previously spent 20 years at Woodbury Financial before joining OSAIC in 2024. Outside of his advisory role, he manages investment-related activities through his own DBA, Candido, Inc., and is involved in general insurance sales including life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting a wide range of programs and third-party money manager strategies.

Mary Monahan is a CFP® with 25 years of industry experience. She has worked at OSAIC since 2023 and previously spent 22 years at FSC Securities Corporation. Mary is also the owner of Monahan Asset Management Inc., which sells life insurance, fixed annuities, and variable annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services delivered through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing both discretionary and advisor-managed investment strategies.

Joseph Lipovetz is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA from 2024 to 2026. Prior to entering the financial industry, his work experience includes roles at Guaranteed Rate and Mens Wearhouse. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Heidi Droel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms including CSP & Associates Inc and Principal Securities Inc. Outside of her advisory roles, she serves as an accountant for Dragon Door Publications, a fitness-related publishing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele ranging from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Casey Kreatz is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. He has worked with Mass Mutual and its affiliates since 2016 and previously spent 11 years at Metlife Securities, Inc. Casey is also the owner of Kreatz Financial Group, LLC, a legal entity established for business purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and event-driven services such as divorce and estate settlement planning.

Ryan Voxland is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing from 2016 to 2021. Voxland is involved in two investment-related ventures, BSV Financial Partners, LLC, where he holds a 25% ownership interest, and RAV, LLC, which he fully owns. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad planning menu, including niche services such as business-owner transition planning and special-needs analysis, leveraging Wells Fargo research and tools to develop tailored client recommendations.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory work, she owns and markets retail products through InstaGlam LLC and serves as a fashion stylist for the Cabi clothing line. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Theisen is a financial advisor with UBS Financial Services in Mound, MN. She holds a Series 66 designation and has 19 years of experience in the industry, all of which have been with UBS Financial Services since 2007. UBS Financial Services 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 plans to clients' goals and risk tolerances.