David Mohr is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and market-based modeling.

Keith Johnson is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Luke Schmitz is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services. Additionally, he engages in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Graham Low is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Northwestern Mutual Investment Services LLC and Securian Financial Services Inc. Low is also associated with Fortune Financial/North Star Resource Group. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services with over 10,000 advisors managing more than $256 billion in assets.

Marianne Laurent is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Outside of advisory work, she is associated with Stonebrooke Golf Club in Shakopee, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jamie Johnston is a financial advisor at Morgan Stanley with 22 years of industry experience. He has been with Morgan Stanley and its related entities since 2008, including a prior role at Merrill from 2004 to 2008. Outside of his advisory work, Johnston serves as Treasurer for the Prior Lake Hockey Association, a youth organization in Minnesota. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates structured discovery and advanced modeling tools, serving clients through both direct and corporate financial planning arrangements.

Brenda De La Riva Carpio is a financial advisor with Wells Fargo Clearing Services, LLC, holding Series 63 and Series 65 designations and bringing seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, NA 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions that incorporate research from Wells Fargo Investment Institute and third-party sources.

Amy Edgren is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. for 15 years. Edgren is the sole owner of Woodhill Financial, Inc., an insurance agency offering fixed insurance products. She also serves as a notary public in Hennepin County. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various tools and third-party solutions to construct and manage diversified portfolios.

Lisa Lauson is a financial advisor at Morgan Stanley in Wayzata, MN, with four years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at The Waters Senior Living for three years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Terrence Moore is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial for 19 years. Moore is also involved with Moore Financial Services, Inc., where he provides sales and service for traditional insurance products and financial planning. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers brokerage and advisory services with integrated portfolio management supported by various tools and third-party programs.

Michelle Sager is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 2015, focusing on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual needs and objectives. Her client focus areas include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, socially responsible and ESG investing, women and wealth, individual and corporate investment strategy, and tax minimization. Michelle holds bachelor's degrees in Business and Spanish, with a minor in Economics, from Bethel University. She has achieved the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Residing in Minnetonka, Minnesota, she lives with her husband and son. Michelle is active in the community supporting several non-profit organizations. In her personal time, she enjoys activities such as camping, cooking, hiking, reading, running, and spending time with her family.

James Bayliss is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at MTI Financial, Inc. and Investacorp, Inc., among others. Bayliss is also involved with MTI Financial Advisors, Inc. as a registered representative, focusing on client asset management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, overseeing more than $256 billion in assets across more than 10,000 advisors.

Vadim Salov is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

John Tutt is a financial advisor with Osaic Wealth, Inc. in Edina, Minnesota, holding the CFP® and ChFC® designations along with Series 63 and 66 licenses. He has 17 years of industry experience and has previously worked at Cambridge Investment Research Advisors and Sii Investments. Outside of his advisory role, Tutt operates a sole proprietorship assisting clients with fixed insurance and fixed annuities and is a licensed notary in Minnesota. Osaic serves a diverse range of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to multiple third-party money managers and wrap programs. The firm employs tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios that may include equities, fixed income, options, mutual funds, ETFs, and alternative investments.

Joan Martinez is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Nathaniel Trobiani is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. His background includes roles at Bank of America, Merrill, and JPMorgan Chase Bank. He holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and offers non-discretionary services delivered by a select group of Wealth Advisors.

Asher Manhard is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial guidance and services to clients within the firm. Details regarding his experience, areas of expertise, education, and personal interests have not been provided.

David Jackson is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Ameriprise in 2026, he spent 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christine Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2019 and has prior experience with Bremer Bank, Raymond James Financial Services, and LIVE Wealth Planners, a business she continues to own and operate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and maintains over $256 billion in assets under management.

Matthew Hanson is a Financial Consultant at Fidelity Investments, where he currently works to provide financial guidance and planning services. He has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, Planning Consultant, Investment Consultant, and now Financial Consultant. Matthew holds the designation of CERTIFIED FINANCIAL PLANNER™ professional. Over his years of experience in the financial industry, he has developed expertise in both simple and complex financial situations. He focuses on understanding clients' unique circumstances to create straightforward and effective financial plans.