Fabian Gutierrez is a financial advisor with Merrill in Minnetonka, MN, holding a Series 66 designation and four years of industry experience. He has worked with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc since 2022, following twelve years at United Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as power of attorney for his spouse in a fiduciary capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Aimee Speier is a Series 66-credentialed financial advisor with 13 years of industry experience. She currently works at Cetera Wealth Services, LLC and Cetera, and has prior experience with firms including Fortune Financial and Securian Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Shawn Murphy is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held roles at multiple firms including Avantax and Welch Village. Outside of his advisory work, he serves as a ski instructor teaching beginner skiers during the winter season. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Pukal is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he serves on the Board of Directors for the Giants Ridge Master Association and is involved with The Lodge at Giants Ridge HOA. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

James Harrison Griffin is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, his work history includes various roles primarily outside the financial sector, including positions at the University of Minnesota and youth sailing programs. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and trustee services.

Mark Pehrson is a CFP® with 39 years of industry experience, currently affiliated with Wells Fargo Advisors since 2019. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC. Outside of his advisory work, he is the treasurer for South Metro Huskies and owns PERISSOS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Theodore Krumholz is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, NorthMarq Capital, Day Plumbing, and Bank Midwest. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kamanda Barber Ndama is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at US Bank before joining Ameriprise in 2018. Outside of her advisory role, she is a registered team member managing an advisory business under PASJ LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. 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 broad range of advisory programs and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Juncker is a financial advisor at RBC Capital Markets with a Series 66 designation. He has recently begun his career in the industry and previously held roles outside of finance, including involvement with Team 36 Lacrosse and participation in the University of St. Thomas Men's Lacrosse program. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients, providing tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers a range of investment options and strategies customized to clients’ risk profiles.

Thomas Van De Walker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in 1999 and serves a select group of individual and corporate clients. Thomas works with clients on a wide range of financial matters including investments, estate planning strategies, retirement forecasting and planning, as well as credit and lending through Bank of America, N.A. He aims to create customized financial strategies that address the unique complexities of each client's situation. Thomas holds a B.A. in Religion and Philosophy from St. Olaf College and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He focuses on areas such as college education planning, legacy planning, LGBT wealth planning, retirement income, portfolio management, and socially responsible investing among others. He is active in the Twin Cities community, volunteering with organizations like Habitat for Humanity, SWWS Booster President, and Wishes and More. Thomas lives in Minneapolis with his wife Sara, their three children, and a golden retriever named Mylo.

Jamal Abu Shamala is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Princor Financial Services Corporation and Principal Life Insurance Company before joining UBS in 2017. Outside of his advisory work, he is involved in youth basketball training and coaching, founding JAS Elite Training and serving as an assistant coach for Blake High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Chris Daniel is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and six years of industry experience. He has worked with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is the proprietor of Bad Medicine Brewing LLC, a brewery business based in Minneapolis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances.

Charles Wayne is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 license, and has 35 years of industry experience. His prior work includes 14 years at Metlife Securities Inc. and ongoing roles at MassMutual Life Insurance Company since 2016. In addition to his advisory work, he operates as an independent insurance agent specializing in property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a structured approach that includes collaborative, annual financial planning engagements.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.

Taryn Zimmerman is a financial advisor with UBS Financial Services in North Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at UBS since 2018 and previously spent two years with Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Lizbeth Baker is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008, previously spending eight years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to clients’ risk profiles.

Garett Perdue is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Korn Ferry, and Volkart May. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.