William Style is a financial advisor with Morgan Stanley in St. Paul, MN, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models to support client financial plans.

Emma Monk is a CFP® professional affiliated with Osaic Wealth, Inc. She has three years of industry experience and has previously worked at Woodbury Financial Services Inc. and GT Financial Advisors LLC. Outside of finance, she is involved with the City of Roseville as a Zamboni driver and facility manager at the Roseville Skating Center. Osaic Wealth, Inc. serves a broad range of clients, including individual investors, pension plans, and corporations, through a large network of financial advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include various investment vehicles.

Samantha Pilacinski is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at True Vision MN LLC, QBE North America, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Andrew Vincelli is a financial advisor at UBS Financial Services with 10 years of industry experience and holds a Series 66 designation. He has been with UBS since 2015. He serves on the Board of Directors for the Rotary Club of St. Paul, a volunteer organization focused on local and international charitable efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Ann Cirullo is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2013 and at Morgan Stanley Smith Barney since 2010. 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.

Nathan Johnson is a financial advisor with LPL Financial in Woodbury, MN. He holds a Series 66 designation and has two years of industry experience, including his current role at KMF Advisors, a DBA for LPL Financial. Outside of his advisory work, Johnson is involved in tax preparation through Law Tax and Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Douglass Paine is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple Cetera affiliates since 2023 and was previously self-employed as a real estate agent and broker for 11 years. He serves as secretary and board member of the River Hills Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment program options and oversees more than $256 billion in assets.

Magdalena Zborowski is a financial advisor at Robert W. Baird & Co. with eight years of industry experience. She holds a Series 66 designation and has worked at Baird since 2019, following four years at Bank of America, N.A. She is also an owner of rental properties in Minneapolis and Poland. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers customized financial planning and portfolio management services, utilizing a variety of strategies and managers tailored to client goals and risk tolerances.

Gordon Bentley Jr. is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including 10 years with Bank of America and Merrill. Bentley serves as a board member of the Down Syndrome Foundation and is a committee member of Minnesota Valley Young Life, both nonprofit organizations focused on community support and youth activities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Stephen Weber is a financial advisor at UBS Financial Services in Minneapolis, MN, with 28 years of industry experience. He has been with UBS since 1999 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, leveraging proprietary capital market assumptions and research from UBS Global Research to tailor client solutions.

Ronald Click is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets since 1998. Outside of his advisory role, he is a 15% owner of a private company named paralab eau Claire Wi. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Jennifer Olson is a financial advisor with Morgan Stanley in Stillwater, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2011. Outside of her advisory role, she is involved in owning rental property and leasing farmland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services alongside various investment and brokerage activities.

Kelly Fellows is a financial advisor with Thrivent Investment Management in Lino Lakes, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves as an election judge for the City of Lino Lakes and is a board member of Ballet Co.Laboratory, a professional ballet company and school in Saint Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Paul Simmons is a financial advisor with Edward Jones in Hudson, WI, holding a Series 63 designation and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he volunteers as an assistant coach for his daughter's soccer team and as head coach for her 7th grade basketball team. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Christine Pawlenty is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cedar Ridge Wealth Management Group LTD, Willy Zimmerman, and Waddell & Reed, Inc. Pawlenty is also involved in non-variable insurance services in Saint Paul, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Fay Debellis is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, following earlier work at Morgan Stanley Smith Barney LLC starting in 2009. She serves on the Finance Committee as a board member of the MacPhail Center for Music in Minneapolis, Minnesota. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized investment and trading activities.

Patrick Murphy is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior experience includes eight years at Ameriprise Financial Services. In addition to his advisory role, he teaches community education classes. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and retirement plan consulting supported by a range of discretionary and non-discretionary management strategies.

Renee Miller is a Series 63 licensed financial advisor with Primerica Advisors and has 16 years of industry experience. She has worked with PFS Investments Inc. since 2010 and has been affiliated with Primerica Financial Services since 1997. Outside of her advisory role, Miller hosts group travel events for women through Beatrice Bradley Travel. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and oversees third-party asset managers with due diligence and ongoing oversight.

Bert Nijssen is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera and its related entities, as well as experience with AT&T and as an independent contractor. Outside of his financial advisory work, he coaches youth soccer for the Maplebrook Soccer Association. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary options.

Colleen Olson is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. Her career includes roles at Cetera Wealth Services, Securian Financial Services, and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.