Julie Perrella is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and bringing 12 years of industry experience. She has been with RBC Capital Markets since 2021. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Gregory Rieland is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of a recreation-related business in Rogers, Minnesota. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its financial planning process.

Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods, including AI and large language models, in portfolio management.

Donald Adams Jr. is a CFP® professional with 37 years of industry experience. He has worked at UBS Financial Services since 2016 and previously spent 12 years at Merrill. Based in Wayzata, MN, Adams holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management.

Margaret Jakubik is a financial advisor with Ameriprise in Shorewood, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2009, working both at Ameriprise Financial Services and the current firm. Outside of her advisory role, she owns MJ3 Enterprises, through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Specker is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Craig Bingen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he has involvement in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lesley Mairin is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and having seven years of industry experience. Her prior work includes roles at Merrill and Morgan Stanley Smith Barney LLC, as well as a position at The Olive Branch Oil & Spice Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Martha Lewin is a financial advisor at Merrill with Series 63 and Series 66 designations and 35 years of industry experience. She has been with Merrill since 1988. 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 and profit-sharing plans, corporations, and charitable organizations.

William Houghton is a financial advisor with Cetera, holding a Series 66 designation and based in Minnetonka, MN. He has been in the industry since 2023, with prior experience at ActiFi, Inc. from 2007 to 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, managing over $256 billion in assets.

Sean Picht is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at Edward Jones since 2013. He holds a Series 66 designation and is based in Eden Prairie, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathryn Gunderman is a Series 66-credentialed advisor at Fidelity with one year of industry experience. Her prior roles include positions at Googins Advisors, Potbelly, and the University of Wisconsin-Madison. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.

Mark Flannery is a financial advisor with LPL Financial, holding the CFP® designation and over 36 years of industry experience. He has held roles at several firms, including H. Beck, Inc. and Grove Point Investments, LLC. In addition to his advisory work, he is involved with Flannery Holdings, LLC, which he has operated since 2012. 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 financial planning and asset management solutions, utilizing a variety of strategic and tactical investment approaches.

Shane Davis is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 1995, including roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. He is also a partner in a family limited partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, with a distinctive focus on model portfolios and advisory services to multiple registered funds.

Leonard Brown is a financial advisor at LPL Enterprise with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining LPL Enterprise, he worked at JPMorgan Chase Bank and J.P. Morgan Securities for three years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Logan Ehlenz is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked in various positions including roles at Krewe Restaurant and Bello Cucina. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software for goal analysis and offers collaborative, annual financial planning relationships.

Peter Kelly is a financial advisor with Cetera in Minnetonka, MN, holding a Series 63 designation and 20 years of industry experience. He has worked with Avantax Insurance Agency LLC and Avantax Advisory Services, among other firms, and is a partner at Kelly & Muehler, PLLP, an accounting and bookkeeping firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and a multi-manager platform with access to affiliated and third-party managers.

Mohammad Vedadi is a financial advisor at OSAIC with 20 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 13 years and Ameriprise for one year. He owns Vedadi Wealth Management, an S-Corp through which he manages business operations, and is also a licensed insurance agent providing life, disability, long-term care insurance, and annuities. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and offers discretionary and advisor-managed strategies.

Pravin Parekh is a financial advisor with LPL Financial in Plymouth, MN, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc., Merrill, and various insurance carriers, as well as operating his own ventures such as Parekh Group, Inc. and Pradeep Pravin Real Estate. He has also been involved with the Hopkins Center for the Arts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, model portfolios, and institutional platforms.

Henry Schulenberg is a financial advisor with RBC Capital Markets based in Wayzata, MN. He holds a Series 66 designation and has four years of industry experience, including previous roles at City National Bank and SkyView Partners. He graduated from St. Olaf College. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies according to each client’s risk profile and utilizes both in-house and third-party managers to implement portfolios.