Grant Wacker is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, Wacker serves as a trustee for the Minnesota Planned Giving Council and is a committee member of the Women’s Foundation of Minnesota Professional Advisor Network, focusing on philanthropic education and social equality initiatives. 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. The firm offers model-based and discretionary strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pamela Parliament is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, Midcontinent Communications, and CCC Information Services. Pamela is based in Wayzata, MN. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Tamara Grochala is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She is based in Wayzata, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.

Westcott Jones is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in serving families with substantial wealth, including business owners, senior executives, entrepreneurs, and multi-generational families. With over 25 years of experience, he focuses on helping clients live their best lives and achieve their financial goals through personalized strategies. Jones and his team work closely with a limited number of clients, emphasizing collaboration with other trusted advisors to design and implement clear plans that may include asset management, tax minimization, wealth transfer, philanthropy, cash flow planning, and banking through Bank of America. His client focus areas cover corporate executive services, executive compensation, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, philanthropic planning, portfolio management, and individual and corporate investment strategy. He holds a Bachelor's Degree from Carleton College and the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jones enjoys mountain biking, snow and water sports, audiobooks, and spending time with family and friends. He has also served for 20 years as a volunteer firefighter with Medicine Lake Fire & Rescue and is a member of the CFA Society Minnesota.

Christian Ayalew is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, U.S. Bancorp Investments, and Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and use of artificial intelligence tools.

Drew McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to assist clients in developing financial plans aimed at achieving their financial goals. His role involves partnering with clients to accumulate wealth and create reliable lifetime income plans for retirement. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative (2021-2022), Relationship Manager (2022-2023), and Planning Consultant (2024-present). Prior to joining Fidelity, Drew worked in Investor Services at TD Ameritrade from 2019 to 2021. Outside of his professional career, Drew's personal interests include football, golf, spending time with friends, traveling, enjoying lake activities, and volunteering.

Anthony Woodley is a financial professional with the Series 66 designation and four years of industry experience. He is currently with Cetera and has held roles at several affiliated firms since 2021, including Sterling Retirement Resources, where he also provides financial services. Prior to his work in financial services, he was employed at Deloitte and US Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform allowing advisors to use model portfolios, third-party managers, or bespoke strategies.

Michelle Moser is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 18 years of industry experience. She previously worked at MetLife Securities Inc. and has been with MassMutual Investors Services since 2017. Outside of her advisory role, Moser serves as the secretary of the Colonial Church Foundation, a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Karen Larson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.

Colin Reilly is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and U.S. Bancorp Investments, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and fund advisory services with oversight of affiliated and unaffiliated sub-advisers.

Jeffrey Adamson is a Wealth Management Advisor with over four decades of experience in the financial services industry, including more than 16 years at Merrill Lynch Wealth Management. He works within a team-based environment at Merrill, providing clients access to the firm's broad capabilities and the global banking resources of Bank of America. Jeff has a background in capital markets and finance, with over 20 years of experience trading a variety of securities and managing risk. He focuses on retirement planning, wealth planning, investment management, and business retirement plans, working with individuals, families, and business owners. His approach emphasizes understanding each client's unique goals and developing customized investment strategies to pursue long-term objectives. Jeff holds a Bachelor's degree from the University of Minnesota's Carlson School of Management and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his family reside in Plymouth, MN, and his personal interests include boating, fishing, and spending time with family.

James Ysebaert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 11 years at Bank of America N.A. He is the sole owner of Izzy Investment Advisors LLC, a financial services business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and planning tools.

Ronda Zattera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. Her career includes multiple tenures at RBC Capital Markets starting in 2015, with a one-year period at LPL Financial in 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Jeffrey Severtson is a financial advisor with Cetera, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Cetera and affiliated entities since 2013. Outside of his advisory role, Severtson owns Severtson & Associates, a financial services business based in Minneapolis. 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 with a variety of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Sandvold Financial Group, where he also serves as an insurance agent providing fixed annuities, life, LTC, and employee benefits insurance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Dominic Dowd is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He previously worked at Morgan Stanley for three years and has a background in healthcare from roles at Twin Cities Orthopedics and Minnesota Sport and Spine Rehabilitation. He holds a Series 66 designation. 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 provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Laura Logan is a Series 66-licensed financial advisor at Ameriprise with seven years of industry experience. She has previously worked at Securian Financial Services Inc., North Star Resource Group, and Epicure US, Inc. Outside of her advisory role, Laura is involved with BDLR Group, Inc., where she manages client requests and financial planning activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on ongoing analysis of tax-aware withdrawal strategies and dependable income sources.

Larry Olson is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he is involved with several investment-related businesses including Vista Wealth Management, Larren Investments, LLC, and Olson GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with other financial product offerings.