Erik Engebretson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Based in Wayzata, MN, he serves clients through a well-established national securities firm. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Nelson is a financial advisor with LPL Enterprise, holding Series 63 and 65 credentials and bringing 35 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. Outside of his advisory role, Nelson has served as executor of family estates and manages a family trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutions through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Perry Long is a CFP® professional with 35 years of experience in the financial services industry. He currently works with LPL Financial and has previously held roles at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation. Outside of his advisory role, Long is involved in divorce mediation services and works part-time as a photographer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs and consulting services, combining model portfolios and research with discretionary and non-discretionary management options.

Greggory Dawson is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2019, following roles at FedEx, University of Missouri, Whitier Trust Company, and Quintons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Anderson is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Raymond James Financial Services since 1999. Anderson serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit scholarship organization. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities, with tailored solutions including a SIMPLE IRA consulting program for small businesses.

Jeffrey Thielen is a CFP® with 25 years of experience in the financial industry. He currently serves as an advisor at Osaic, having joined the firm in 2024, and previously worked at Securities America Advisors, City National Bank, and RBC Capital Markets Corporation. In addition to his advisory role, he operates a separate advisory business, Stonebridge Advisors, providing services to new and existing clients. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services along with access to third-party money managers and employs asset-allocation tools and automated rebalancing to construct diversified portfolios.

Laurie Knutson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 38 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad array of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools.

Mark Kangas is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab, TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and features a multi-asset investment approach supported by the Schwab Center for Financial Research.

Brandon Schaa is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in education with roles at Anoka-Hennepin School District, Richfield Independent Schools, and Elk River Public Schools. He also has experience at Wayzata Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs with a nationwide network of financial advisors and maintains affiliated services beyond traditional advisory offerings.

Amanda Morris is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 credential with two years of industry experience. Her prior work includes roles at DS Erickson & Associates PLLC and involvement with American Legion Post 620 and Vannelli's at the Post. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Jonathan Applebaum is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Sanford C. Bernstein & Co., LLC, and the Minnesota House of Representatives. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and research.

Sean Stine is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and AT&T. Outside of his advisory work, he operates a sole proprietorship managing rental properties with his wife. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform.

Elisa Schaum is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Outside of her advisory role, she owns and operates a fused glass art studio, creating glass fused pieces such as plates and bowls. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports through a centralized consulting team.

Keith Boudreau is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, utilizing an integrated platform that combines adviser programs with insurance and lending services.

Taylor Moline is a CFP® professional with one year of experience at Ameriprise Financial Services. Prior to joining Ameriprise, Taylor worked at Purshe Kaplan Sterling Investments and Thrivent Advisor Network, among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized 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.

Sean Mc Cullough is a financial advisor with Ameriprise in Eagan, MN, holding CFP® and Series 66 credentials and bringing eight years of industry experience. Prior to joining Ameriprise in 2025, he worked at Edward Jones for seven years. He also serves as an officer in the United States Marine Corps Reserve. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to produce customized, non-discretionary recommendations delivered through a centralized consulting team.

Patrick Wolesky is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. He has previously worked with several firms including Advisornet Financial Inc. and JMB Financial. Outside of his advisory work, he is also involved in college athletics broadcasting at Carleton College. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Peter Kenefick is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with UBS since 1989. Outside of finance, he serves as president of a restaurant business and is treasurer on the board of a fraternity association. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Stephen Merriman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as the head volleyball coach for a high school girls' team. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Aren Faruq is a Senior Financial Advisor with the Duddingston Sylvester Group at Merrill Lynch Wealth Management in Minneapolis, Minnesota. He provides comprehensive financial guidance to individuals and families, focusing on developing personalized strategies that address a wide range of client needs such as portfolio management, retirement planning, corporate benefits, and executive compensation. Aren’s approach emphasizes uncovering efficiencies across multiple wealth disciplines, with particular expertise in 401(k) plan design and service, investment management, and employee stock option transactions. With more than two decades of experience in financial services, Aren began his career in 2001 as a financial advisor with Morgan Stanley in Washington, D.C. He has since held roles including foreign exchange trader, market analyst for EGid (a subsidiary of the Egypt Stock Exchange), and senior corporate accounts manager with Commonwealth Foreign Exchange. Aren holds dual bachelor's degrees in Economics and International Affairs from The George Washington University, where he was also the captain of the men's swimming and diving team. His professional credentials include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Aren serves on The Blake School Alumni Board and is involved in community organizations such as Footworks Miami, Loaves and Fishes, and Appetite for Change. Outside of work, he participates in endurance fitness events including triathlons, and spends time with his wife and three children. His interests include swimming, boating, cooking, golfing, racquetball, running marathons, tennis, and traveling.