Patrick Campanaro is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2026. In his role, he collaborates closely with clients to develop personalized financial plans tailored to their unique goals and priorities. Patrick emphasizes a holistic approach to financial planning, ensuring all aspects of a client's financial picture are integrated and aligned. Before his current position, Patrick worked as a Relationship Manager at Fidelity Investments in 2026 and gained experience as a Life, NLTC, NMIS Registered Representative with Northwestern Mutual from 2024 to 2025. Throughout his career, he has focused on building trust and understanding with clients to effectively address their financial concerns and aspirations. Outside of his professional work, Patrick enjoys engaging in art, family activities, fitness, social events with friends, caring for pets, and snowboarding.

Daniel Bongiovanni is a Wealth Management Advisor associated with Merrill and Bank of America, where he offers concierge wealth management services to a select group of families. He focuses on providing personalized financial strategies, emphasizing wealth and estate structuring, tax-efficient investment planning, wealth accumulation and distribution, and retirement plans for 1099 income earners. Daniel provides access to investment insights through Merrill and banking solutions via Bank of America to support his clients' financial goals. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Daniel earned his Bachelor's Degree from the University of Saint Thomas. Known for embracing technology, he serves clients both locally and remotely, maintaining a high level of personalized service. Outside of his professional role, Daniel enjoys adventure sports such as biking, golfing, pickleball, running, skiing, swimming, and watching movies. He also values spending time with his family.

Beth Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Enterprise since 2024. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2021 to 2024. Outside of her advisory role, Anderson is a skincare consultant with Rodan + Fields. LPL Enterprise provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation. The firm also facilitates insurance sales and provides affiliated trust and lending services.

Christopher Smith is a financial advisor with Ameriprise in Richfield, MN, holding a Series 63 designation and with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Smith is also the owner of Chris Smith Consulting, LLC, a business related to managing his advisory activities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic tools overseen by a dedicated committee.

Scott Morgan is a financial advisor with LPL Financial in Burnsville, MN, holding a Series 63 designation and 17 years of industry experience. His career includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2008 to 2021, alongside founding Morgan Planning Group, LLC in 2010, through which he also owns an insurance agency. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions that include model portfolios, third-party asset management, and institutional platforms.

Samantha Ims is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Canopy Financial Group and the University of St. Thomas, as well as work outside finance at IMS Contracting and Northfield Community Education. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, delivering services that include mutual funds, ETFs, separately managed accounts, and select alternatives.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Gavin Menning is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation. He has been with Ameriprise since 2025 and has previous experience working in educational and service roles, including at the University of Minnesota and Homeworks for Students. 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 income sources and tax-aware withdrawal strategies.

Gregg Mekler is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. 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 retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Grant is a Series 66-licensed financial advisor with Wells Fargo Clearing in Bloomington, MN, and has 23 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2009 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Jeffrey Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill in 2000, Jeff has worked closely with affluent clients and business owners to assist in the accumulation, preservation, and transfer of wealth. His service offerings include pre- and post-retirement planning, portfolio management, tax minimization, stock option analysis, estate planning, survivorship protection, education planning, and cash management. He emphasizes a collaborative approach to wealth planning to help clients gain clarity, purpose, and confidence in their financial decision-making. Jeff’s approach includes monitoring progress and making adjustments to help clients stay aligned with their financial goals. Jeff earned a Bachelor's Degree from the University of Minnesota, College of Liberal Arts. He and his wife reside in Minneapolis with their two sons. In addition to his professional work, Jeff participates in community volunteering activities within the local area.

Brandon Strangis is a financial advisor with LPL Financial based in Edina, MN. He holds a Series 63 designation and has 22 years of industry experience, including 19 years with Linsco Private Ledger. He is also associated with Strangis Wealth Management as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Mitchell Griep is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Birch Cove Group, Raymond James Financial Services, AdvisorNet Insurance, Level Four Advisory Services, and Thrivent Investment Management. Outside of advisory work, he is involved with Modern Life Insurance Company, selling life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Craig Jarvinen is a financial advisor with LPL Financial based in Edina, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes prior roles at Southwestern Consulting and involvement with The Loppet Foundation for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary research and third-party strategies, and supports its advisors with operational tools and a broad platform of financial products.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Ishaa Conley is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles at the University of Minnesota, Victoria's Secret, and Doc Popcorn. Outside of her advisory work, she occasionally provides babysitting services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income and tax-aware withdrawal strategies. Its retirement income program features a centralized team that collaborates with advisors to deliver personalized recommendation reports and ongoing advice.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of industry experience and prior work includes roles at Cambridge Investment Research, Inc., and founding Institute Inc. Outside of advisory work, he is involved in a technology services business as owner of Z8 Holdings LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Mark Murphy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he works as an insurance agent specializing in outside term and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports clients through various advisory programs and partnerships.

Marc Terris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 26 years of experience in the financial services industry and focuses on building long-term client relationships based on trust. Marc works with clients on a range of financial planning needs including college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income. Marc holds a Bachelor's Degree from Concordia College – Moorhead and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes personalized financial strategies tailored to clients’ risk tolerance, time horizons, and liquidity needs, with an approach that encourages ongoing communication and at least an annual face-to-face portfolio review. In addition to his professional work, Marc participates in his community as a member of the St John Vianney Minor Seminary Board. Outside of his advisory role, he enjoys boating, golfing, ice hockey, and reading. Marc is married to Wendy and they have four children.