Daniel Ament is a financial advisor with Morgan Stanley Wealth Management in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he frequently appears as a guest commentator on radio shows, providing financial market insights on stations including WCCO Radio and Cities 97. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and a dedicated Financial Advisors and Estate Planning Strategies Group.

David Roderick is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held roles at Starters Sports Training LLC and various educational institutions. Outside of his advisory work, he coaches youth baseball in a nearby city. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Robert Ebert is a CFP® with 22 years of industry experience, currently advising clients at Cetera since 2023. His prior experience includes roles at Minnesota Life Insurance Company and Securian Financial Services, each for 20 years. He is involved as an insurance agent across various fixed insurance companies and also operates a separate entity for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a national network of more than 10,000 advisors.

Lance Flannery is a financial advisor with LPL Financial, holding a Series 63 license and 18 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and his own firms, Flannery Holdings, LLC and Wealth Guidance, Inc., where he maintains ongoing involvement. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party asset management.

Calvin Mc Kenney is a CFP® professional with eight years of industry experience, currently advising at Cetera. He has held roles at Fortune Financial, Securian Financial Services, and Minnesota Life Insurance Co. Mc Kenney also serves as president of a local chapter of Business Network International, where he manages and runs meetings. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to various model portfolios and investment strategies under multiple program structures.

Julie Mize is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. She has been with UBS since 2021 and previously worked with U.S. Bancorp Investments since 2012. Outside of her advisory role, she works as a sales representative for Norwex USA and part-time as a cashier at Lunds and Byerlys grocery store. 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 uses proprietary research and model-based asset allocations to tailor client solutions.

Erica Frantz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Donald Constable is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked as a professional golfer for seven years before entering the financial services field. Outside of advising, he is a partner at Double Eagle Partners LLC, a business involved in business development and labor services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and makes use of tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates to model financial outcomes.

Brandon Peddycoart is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has worked at Old National Bank and Wells Fargo Clearing. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios across various investment types.

Matthew Kassera is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at RBC Capital Markets for 11 years. Kassera serves as Treasurer on the Board of Directors for Territorial Trail, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Connolly III is a financial advisor with Fidelity in Excelsior, MN, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and serves as a commodity pool operator with formal governance procedures for its advised funds.

Spencer Draghi is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and two years of industry experience. His career includes roles at the Wisconsin Department of Revenue, Nicolet National Bank, and the University of Wisconsin-Madison. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendation reports and ongoing advice on income and tax strategies.

Parker Weber is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Summit Credit Union, Citizens State Bank, US Bank, and UBS. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Jacob Nordly is a financial advisor at Ameriprise in Maple Grove, MN, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles in automotive sales, landscaping, construction, and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on written retirement-income recommendations and ongoing tax-aware withdrawal strategies for clients approaching or in retirement.

Christine Ebert is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked with Ameriprise Financial Services, Inc. for 29 years. Outside of her advisory role, she volunteers with the Angel Foundation providing financial literacy training and is involved with Interfaith Outreach and Community Partners, a nonprofit focused on community support services. Ameriprise is an institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for individuals with significant investable assets. The firm’s approach integrates research-driven recommendations, tax-efficient strategies, and algorithmic support to assist clients in managing income during retirement.

John Schricker is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2007 and held a position at PFK Management Inc. for over two decades. In addition to his advisory role, he is involved with PFK Financial Services Inc., providing administrative and client services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

William Rosengren is a financial advisor at Merrill Lynch Wealth Management. He began his career in finance at a Fortune 500 corporation in St. Paul, where he worked closely with senior management to model profitability scenarios across various company divisions and provided key business decision support. He also developed and presented annual budgets and monthly forecasts to divisional operations teams. At Merrill Lynch, William focuses on developing personalized wealth management strategies for high net worth families, emphasizing long-term client relationships and tailored financial planning. His expertise includes college education planning, family wealth management strategies, and retirement income. He integrates investment insights from Merrill and lending solutions from Bank of America to create flexible strategies in response to changing market conditions. William holds a bachelor's degree from the University of Minnesota and professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys boating, cooking, golfing, ice hockey, pickleball, and spending time with his family.

Nathan Brennan is a Series 66-licensed financial advisor with Morgan Stanley in Wayzata, MN, with one year of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Lowe's, Concordia University, and Gustavus Adolphus College. Outside of his advisory work, he has been involved as an employee and intern with Aesthetic Enhancement Solutions, a healthcare and cosmetic business in Orono, Minnesota. Morgan Stanley Wealth Management serves individuals and institutional clients through a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Drew Rudlong is a Financial Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with clients to design and implement personalized retirement and financial planning strategies that align with their long-term goals. He provides comprehensive guidance on investment allocation, risk management, and wealth accumulation, helping clients navigate complex financial decisions. Drew joined Fidelity Investments in 2023 and has held several positions including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, gaining extensive experience in financial consulting. Prior to joining Fidelity Investments, Drew worked as a Client Support Associate at Ameriprise Financial from 2022 to 2023.

Adam Johnson is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America, Merrill Lynch, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile and incorporating both in-house and third-party investment managers.