Thomas Schulenberg II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at RBC Capital Markets since 2005 and previously worked at City National Bank from 2017 to 2025. Schulenberg holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations, offering customized portfolio management, financial planning, and brokerage services through various wrap fee advisory programs.

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 with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2022. Prior to her current role, she worked at MassMutual Life Insurance Company and has experience with FitHaus, LLC, as well as roles in education and healthcare. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools to analyze client goals and provide 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 at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he manages a family financial affairs power of attorney and owns a DBA, Candido, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that can include a range of investment products managed on discretionary or non-discretionary bases.

Mary Monahan is a CFP® certificant with 25 years of industry experience. She currently works at OSAIC, having joined in 2023 after 22 years with FSC Securities Corporation. Outside of her advisory role, she owns Monahan Asset Management Inc., which sells life insurance and annuity products. OSAIC serves a diverse client base including individual and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Joseph Lipovetz is a financial advisor at Wells Fargo Clearing in Hopkins, MN, holding 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. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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® professional with 20 years of industry experience, currently serving at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 12 years of experience within the Wells Fargo organization. Voxland is involved with BSV Financial Partners, LLC and RAV, LLC, both investment-related ventures based in Wayzata, MN, in which he holds ownership stakes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

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 nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various roles from 2012 to 2020. Outside of her advisory work, she is involved in several business ventures, including owning InstaGlam LLC, which markets retail clothing and jewelry online, working as a fashion stylist for the Cabi clothing line, and managing bookings through HB Holding Ventures LLC. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm leverages Bank of America’s broader platform to provide access to a wide range of investment products and services.

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.

Zachary Schlegel is a CFP® with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and related entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Hanson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His work history includes roles at MassMutual Life Insurance Company, MML Investor Services, LLC, ADM, and Northwestern Mutual Investment Management. He also has teaching experience at the University of St. Thomas, Edina High School, and Valley View Middle School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools and offers specialized event-driven planning programs.

Izaak Herrera is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and service in the Minnesota Army National Guard. Herrera has also been involved with the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Lucas Hemling is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Thrivent Financial, Commonwealth Financial Network, and Wells Fargo Advisors. Hemling is based in Wayzata, MN. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations.