Nathan Trannel is a Certified Financial Planner (CFP®) with 10 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. Prior to UBS, he worked at Ameriprise Financial Services, Inc. and was involved with Mondays. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making.

Anton Gougeon is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UBS. Gougeon is based in Lakewood, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 40 years of industry experience. She has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Baird in 2019. Kinnard holds Series 63 and Series 65 licenses. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Amy Lundstrom is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and five years of industry experience. She previously worked at Constellation Wealth Group and NorthRock Partners, with a career spanning back to 1998. Outside of her advisory work, she is involved in real estate ownership unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to support client financial planning and offers a broad range of advisory, brokerage, and insurance solutions.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

Gregory Kuehn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Taylor Koczur is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor with Strand & Associates, where he helps manage an advisory practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services centered on dependable income sources and tax-aware withdrawal strategies.

Kendra Kosek is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo Advisors in 2021, she worked at Symmetry Lending and has experience in non-financial roles including Massage Envy and Hennen's Auto Service. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services and integrates advisory offerings with other financial products through a variety of compensation arrangements.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Fabian Gutierrez is a financial advisor at Merrill in Minnetonka, MN, holding a Series 66 designation with three years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc since 2022, and previously spent 12 years at United Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he has a fiduciary appointment as power of attorney for his spouse. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios through both advisory and brokerage channels. The firm combines adviser programs with sales of financial products and collaborates with third-party portfolio managers and sponsors.

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Shawn Murphy is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at multiple firms including Avantax and Welch Village. Outside of his advisory work, he serves as a ski instructor teaching beginner skiers during the winter season. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Harrison Griffin is a Series 66-credentialed financial advisor with LPL Enterprise, LLC, based in St Louis Park, MN. He has been with LPL Enterprise since 2026 and has no prior industry experience. Griffin has held various roles outside the financial industry, including multiple positions associated with the University of Minnesota and Northport Youth Sailing School. LPL Enterprise, LLC serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolio programs, third-party asset management arrangements, and a range of brokerage and insurance products.

Mark Pehrson is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Advisors since 2019. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Outside of his advisory work, he is the treasurer for South Metro Huskies and owns PERISSOS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Theodore Krumholz is a financial advisor at Merrill based in Wayzata, MN, holding a Series 66 designation and bringing four years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, NorthMarq Capital, Day Plumbing, and Bank Midwest, along with 15 years in full-time education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages integration with Bank of America’s broader platform to offer access to various products and services.

Kamanda Ndama is a financial advisor with Ameriprise in New Prague, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, Ndama worked at US Bank from 2016 to 2018. Outside of advisory work, Ndama is involved with PASJ LLC as a registered team member managing an advisory business. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.