Estella Eckart is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley and its affiliated entity since 2015. Outside of her advisory role, she serves as an executor and co-executor of estates. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Megan Reichel is a financial advisor with Edward Jones in Medina, MN, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Edward Jones, she was involved in the hospitality and event management industries, including roles at Bison Creek Bar & Dining and Classic Hall Event Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the financial services industry in 2005 and became part of Merrill in 2009 with his group. In his role, Brandon is responsible for wealth planning and investment strategy management, focusing on optimizing a client's wealth to align with their goals, objectives, and priorities. Brandon specializes in working with the complexities of family wealth, advising family-owned business owners on both personal wealth and business matters. His expertise also extends to advising company retirement plans and foundations on investment policy and plan design. He holds a bachelor's degree in Finance from St. Cloud State University and has earned several professional certifications including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Merrill Institutional Consultant (MIC). Brandon is a member of the Financial Planning Association and the Investment and Wealth Institute. Outside of his professional work, Brandon is involved in community activities such as the Orono Softball Association and the Orono Rotary Club. He enjoys volunteering, working out, and spending time with his family. Brandon and his wife live in Long Lake with their five daughters.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he owns Felknor Financial Group Inc. and works as an independent insurance agent specializing in health and life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Lauren Taney is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, where she has worked since 2008. She has 16 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including financial planning through dedicated teams. The firm manages approximately $2.74 trillion in client assets and uses firm-approved tools and proprietary modeling methods to support its planning process.

William Thureson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at the Federal Reserve Bank of Minneapolis for six years. Outside of his advisory role, he is a partner in a property management LLC with his spouse, handling managerial duties for rental properties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved analytical tools.

John Docter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1984, he has focused on customizing asset allocation strategies to address the evolving needs of individual, family, and business clients. John incorporates both traditional and alternative market-linked investments in portfolios designed to enhance alpha, reduce beta, and implement downside hedging strategies. John holds a Bachelor’s degree in Finance from the University of Minnesota, Duluth, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is actively involved in community activities such as Habitat for Humanity and has served as a pace car driver for Grandma’s Marathon since 1976. John is married and pursues personal interests in fitness, competitive water skiing, and trail building.

Austin Zurn is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Bell Bank for five years. Outside of his advisory role, he is involved with Lifeworks, a nonprofit serving people with special needs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Courtney Martineau is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Martineau worked at Merrill from 2021 to 2024 and UBS Financial Services from 2015 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support financial plans.

Brent Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a focus on personalized wealth management strategies, he helps clients navigate complex financial landscapes by understanding their full financial picture and unique goals. Brent specializes in areas including divorce transition planning, small business strategies, and retirement income. Brent holds a Bachelor's Degree from Grand View College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes a holistic approach to financial advising, working closely with clients to develop customized strategies that align with their long-term objectives. In addition to his professional work, Brent participates in community activities such as coaching youth baseball and is affiliated with Grace Church. His personal interests include biking, golfing, hunting, and running.

Keri Burton is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is a partner in a consulting business focused on business development for nonprofits. 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 utilizes structured planning tools such as Monte Carlo simulations and Global Investment Committee return estimates.

Cade Johnson is a Financial Advisor with Merrill Lynch Wealth Management, where he is a member of the Thiher Johnson Sager Wealth Management team. He works with executives, business owners, and families to guide them through significant financial events such as retirement planning, business sales, and legacy creation. Cade emphasizes trust, collaboration, and discipline in his advisory approach. He supports clients with a variety of services including wealth preservation, investment management, business succession, and estate strategies, utilizing advanced tools to provide clear financial recommendations. Cade holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Minnesota State College & University System. Residing in St. Louis Park, Cade is active in sports such as basketball, pickleball, bowling, football, golf, and volleyball. He is an avid sports fan and a former student-athlete at Minnesota State Mavericks. Additionally, he contributes to community organizations including Neighborhood House.

David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Marianne Laurent is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of advisory work, she is associated with Stonebrooke Golf Club in Shakopee, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Waters Senior Living for three years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.