Grant Thayer is Vice President and Branch Leader at Fidelity. In this role, he develops and leads a team of associates who assist clients in creating holistic financial plans aimed at achieving their individual and family goals. He emphasizes co-creating clear and understandable plans to support clients in enjoying a confident retirement. His experience at Fidelity includes positions as Vice President, Regional Planning Consultant from 2023 to 2025; Vice President, Financial Consultant from 2022 to 2023; Financial Consultant from 2019 to 2022; Investment Consultant in 2019; Relationship Manager from 2018 to 2019; and Financial Representative from 2017 to 2018. Prior to Fidelity, he worked as a Financial Planner at Minneapolis Financial Group from 2015 to 2017.

Wendy Kuntz is a financial advisor with LPL Financial based in Waconia, MN, holding a Series 63 designation and over 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. In addition to her advisory role, she serves as an election judge in Waconia and Minneapolis, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing strategic and tactical allocations, model portfolios, and third-party subadvisors.

Matthew Buechel is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a trust based in Nantucket, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services.

Jeanne Rosengren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1986 as a securities analyst and transitioned to wealth management in 1998. Jeanne provides advisory services to high-net-worth families and small companies, focusing on family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She utilizes the resources of Merrill Lynch to assist clients in clarifying their financial goals, investment selection, and asset allocation strategy. Jeanne holds a Bachelor's Degree from St. Cloud State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience includes advising individuals and multigenerational families on retirement planning, education funding, wealth transfer, and wealth preservation. Jeanne is a member of the Children’s Legacy Advisors board. Active in her community, Jeanne has supported nonprofit organizations such as Interfaith Outreach and Community Partners, Benilde St. Margaret’s School, and Susan G. Komen, including speaking on breast cancer awareness related to her personal experiences. She resides in Plymouth, Minnesota with her husband, Steve, and their three adult children. Jeanne enjoys spending time with her family, tennis, and traveling.

Preston Stach is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and held roles in financial services and other industries. He also serves as an internal wholesaler for AdvisorNet Financial, supporting insurance and benefits wholesalers and independent advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Justin Wosepka is a Senior Financial Advisor and Assistant Vice President with Merrill Lynch Wealth Management, serving in the Duluth office as part of the Anderson Winberg Group. He joined Merrill in 2022, bringing 13 years of combined experience as a Financial Advisor and Bank Manager. Justin focuses on family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategies, and retirement income. Justin holds a Bachelor's degree in Construction Management and Engineering from Minnesota State University Moorhead. He also completed accredited certificate programs at Wisconsin Indianhead Technical College and earned a Personal Investment Advisor (PIA) professional designation. His approach integrates his diverse financial expertise to help clients develop personalized plans aligned with their goals and priorities. Outside of his professional role, Justin enjoys outdoor activities including downhill and cross-country skiing, running, fishing, baseball, biking, football, and water sports. He and his wife actively participate in the community of Rice Lake, supporting local organizations such as the Boys and Girls Club of Rice Lake.

Andrea Wren is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of advising, she works part-time as a test monitor for American College Testing and as a grocery shopper for Shipt. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and provides tailored strategies based on clients’ advisory risk profiles.

Scott Hallett is a CFP® professional with 35 years of experience in the financial industry. He has worked at LPL Financial since 2009 and holds a Series 63 license. He also has a long-standing role at Old National Bank since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and leveraging technology for operational and research support.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Jeffrey Benson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Enterprise since 2024. Prior to this, he was with Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also engages with Strategic Financial Concepts, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and research technology.

Micah Benway is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He holds a Series 63 license and is involved outside of his advisory role as a board member of Feed My Starving Children and leads Paragon Operations, LLC. Ameriprise offers retirement-income planning services targeting clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Luke Donahue is a financial advisor with MassMutual Investors Services. He holds Series 63 and Series 65 licenses and has experience working with MassMutual Life Insurance Co, Northwestern Mutual, and Piller Financial Group. Outside of finance, he has a background that includes nearly a decade working at Hazeltine National Golf Club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative, annual planning process supported by firm-approved analytical tools.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Amy Lawin is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with RBC Capital Markets and has previous experience at Thrivent Financial and its affiliated entities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through customized advisory programs that offer portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party investment managers to tailor strategies according to client risk profiles, with additional capabilities including alternative investments and integrated lending arrangements.

Xay Thao is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at BMO Harris Financial Advisors and multiple positions within Wells Fargo since 2014. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Frederick Sherman is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Insurance, Securian Financial, and Allstate Insurance Company. Outside of advisory work, Sherman manages concierge services assisting advisors and brokers with placing life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with options spanning discretionary and non-discretionary programs.

John Leach is a Financial Consultant currently serving clients with a commitment to understanding their financial goals and developing personalized strategies to help them spend and invest confidently. He has been a Financial Advisor at Fidelity Investments since 2022, following his tenure as a Financial Advisor at Ameriprise Financial from 2019 to 2022. Prior to his advisory roles, John gained experience as a Tax Preparer at Copeland Buhl & Company in 2018. Outside of his professional career, John enjoys spending time with his wife and their 6-month-old Wirehaired Pointing Griffon. His personal interests include baseball, biking, fitness, golf, lake activities, and skiing. He often spends time outdoors, whether on a lake, in the mountains, or with his extended family, including eight nieces and nephews.

Jonathan Tarshish is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2013 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.