Michael Marston is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Before joining Ameriprise, he worked at Stifel for 17 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Jamie Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Pederson serves as a part-time Athletic Director at Trinity Lutheran School, where he designs and schedules athletic and school activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Kakach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Ameriprise, Prudential Insurance Company of America, and self-employment prior to joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Keely Clemons is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role she has held since joining the company in 2006. She brings nearly two decades of experience in the financial services industry, focusing on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Keely leverages the investment insights of Merrill and the banking resources of Bank of America to meet the varied financial needs of her clients. Keely holds professional designations as a Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree in Finance from Minnesota State University in 2003. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Residing in Chanhassen, Minnesota with her husband and two sons, Keely enjoys activities that bring her outdoors with her family. Her personal interests include boating, cooking, hiking, reading, running, swimming, traveling, and yoga.

Nicole Wright is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has nine years of industry experience, including roles at RBC Capital Markets and City National Bank. She serves on the board of directors for TEAMWOMEN, a nonprofit organization, and contributes as an author to Achieving Financial Freedom. Nicole is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Corby Serk is a CFP®-credentialed financial advisor with Edward Jones, based in Minnetonka, MN, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Knewtson Health Group and spent over a decade involved with Serk Family Chiropractic. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices across the country.

Humberto Olivares is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at various Wells Fargo entities since 2010. Outside of his advisory role, he serves as treasurer for LA Oportunidad, a nonprofit supporting the Latino community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lynn Bebeau is a financial advisor at Merrill with 23 years of industry experience, including 19 years at Merrill Lynch. She holds Series 63 and Series 65 credentials. Outside of her advisory role, she serves as a director for the Prominence Creek Homeowner's Association, a homeowners association in Minnesota. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeanene Wildes is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo-affiliated firms since 2011. 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 through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Debra Connolly is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates to support its advisory services.

Stacy Hinkemeyer is a financial advisor at RBC Capital Markets with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining RBC in 2024, she worked at Morgan Stanley for 11 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Mitchell O'Brien is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Fiat Wealth Management and Crystal Distribution Inc. Outside of his advisory work, he volunteers as a hockey coach for the Minnesota Lakers AAA Hockey program. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual and institutional investors. The firm offers multiple advisory programs with tailored investment strategies delivered through a mix of in-house and third-party managers.

Andrew Blake is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and investment solutions, managing approximately $2.74 trillion in client assets.

Daniel Farniok is a CFP®-certified financial advisor with 29 years of industry experience. He has been with Ameriprise since 2005, serving in his current role since 2020. Farniok is co-owner of MDFF LLC, through which he manages his Ameriprise advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations within a structured, algorithm-supported framework.

Lana Edmundson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo entities since 2008, including Wells Fargo Advisors LLC and Wells Fargo Investments, LLC. Outside of her advisory role, she is involved with Jill Hartman LLC as an interpreter on a limited, part-time basis. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deidre Tomczak is a financial advisor with Thrivent Investment Management in Maple Grove, MN, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Thrivent and its affiliates since 2019, previously working at Wells Fargo Clearing and Wells Fargo Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics through a network of advisors. The firm’s approach combines goal-based analyses with optional managed-account programs while maintaining separation between planning and portfolio management.

Anita Licari is a Certified Financial Planner® with 25 years of industry experience, currently with RBC Capital Markets. Her prior roles include positions at City National Bank, Bank of America, and Merrill Lynch. She serves on the Board of Directors for First Witness, a child advocacy organization, and the Kitchi Gammi Club, a private food and beverage club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs that incorporate discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Payton Metcalf is a financial advisor at UBS Financial Services in Wayzata, MN, holding a Series 66 designation with five years of industry experience. Prior to joining UBS in 2021, Payton worked at WoodTrust Bank and has experience related to the University of Wisconsin - Madison and Lincoln High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research and a broad range of capital markets services.

Timothy Farley is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience at City National Bank from 2017 to the present. Outside of his advisory role, he is a partner in a real estate company. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored strategies using a mix of in-house and third-party investment managers and provides integrated capital markets capabilities and alternative investment options.