Samantha Donovan is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation. She has experience at UBS Financial and U.S. Bank, with a total of seven years in the financial industry. Donovan also attended Brown University from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its advisory process.

Timothy Harberts is a financial advisor at LPL Enterprise with over 21 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Prudential Insurance Company of America and TD Ameritrade. He is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm emphasizes a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Kristen Musich is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, she spent a decade at Next Financial Group Inc. Outside of her advisory work, Musich has been actively involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, financial institutions, and other organizations. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes both proprietary and third-party strategies.

Ben Boots is a Vice President and Financial Consultant at Fidelity Investments. In this role, he focuses on comprehensive financial and retirement planning, tax-efficient investing, and consolidating assets into coordinated strategies for individuals and families. Ben has experience spanning several positions at Fidelity Investments since 2019, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to his current role, he held positions as an Associate Financial Planner at Lincoln Financial Group and an Investment Analyst Intern at North Star Asset Management.

Annette Dick is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 12 years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and employer-based financial planning agreements.

Thomas Brandt is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2009 and City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services that incorporate a mix of in-house and third-party investment managers.

Carly Neumann is a financial advisor at Ameriprise with 19 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of her advisory role, she is a registered team member with BDLR Group, Inc., where she manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ income and withdrawal strategies.

Cheryl Johnston is a CFP® with 25 years of industry experience. She has worked at LPL Financial since 2025 and previously spent 24 years at Edward Jones. Outside of her advisory role, she is involved with Lost Lake Farm LLC, a farming business in Prior Lake, MN. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies with options for discretionary and non-discretionary management.

Dean Adelman is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. He serves as power of attorney for family members in investment-related matters. 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 offers both brokerage and advisory solutions.

Maximillian Cooper is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Personify.me and has a background that includes collegiate-level basketball at Fiba Belfast and work experience in several other companies. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative, annual planning engagements using firm-approved software tools and educational seminars.

Paul Affeldt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his financial services career, he worked for seven years with the Shakopee Police Department. He is also president of Westonka Community and Commerce, where he organizes and runs meetings and helps coordinate community events. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a fiduciary standard.

Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

John Taft is a financial advisor with Robert W. Baird & Co. in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Baird in 2018, he worked at Deloitte and Touche LLP and Columbia Threadneedle Funds. He serves on the investment committees of the Andy Warhol Foundation for the Visual Arts and The Minneapolis Foundation. He is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning and portfolio management services to individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird manages approximately $394 billion in assets and offers a combination of manager-traded and model-traded SMA strategies, tax-management, and unified fee arrangements.

Michael Olafson is a financial advisor at Morgan Stanley in Wayzata, MN, with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning approach.

Jill Radermacher is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Prior to that, she has been affiliated with Bank of America since 2022. Outside of her advisory role, she volunteers as a committee member at Minnetonka United Methodist Church, where she assists with counting and depositing weekly offerings. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal CIO teams and third-party managers, offering tactical asset allocation and tax-aware investment options.

Ann Treml Olson is a CFP® professional with 27 years of industry experience, currently advising at Robert Baird & Co. since 2020. Her previous roles include positions at Merrill and Raymond James Financial. Outside of her advisory work, she occasionally assists her husband with administrative tasks for his business. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department serving individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management strategies along with tax management and direct indexing, supported by ongoing manager research and monitoring.

James Quandt is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Cetera and has held various roles since 1989 across firms including Securian Financial Services, CRI Securities, and North Star Consultants. Quandt is involved in multiple business ventures and charitable boards, including ownership of AUTO ENVIRONMENTS LLC and participation on the advisory board of Vulcan Community Charity's Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program options and custodial arrangements.

Emily Haan is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. Her expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and women and wealth. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Emily earned a Bachelor's Degree from Iowa State University. Outside of work, she enjoys cooking, hiking, pickleball, running, swimming, writing, and spending time with her family. She is also involved with Grace Church Minnesota.

Dustin Christopherson is a CFP® with 27 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at SagePoint Financial Inc. and Cetera Advisors LLC, and operates a sole proprietorship selling life, health, disability insurance, annuities, and long-term care products. He is also involved in life settlements as an insurance agent. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform, employing model-based asset allocation and portfolio optimization strategies.

Richard Rosati Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a select group of clients to help them build, manage, and preserve their wealth through life’s transitions, both planned and unplanned. His approach involves listening carefully to understand his clients’ current situations, past experiences, and future goals, followed by studying, analyzing, and modeling strategies tailored to their needs. He holds a Bachelor's Degree from the University of Wisconsin System and a Master's Degree from the University of Minnesota System. He has earned the CERTIFIED FINANCIAL PLANNER® professional designation from the Certified Financial Planner Board of Standards, Inc., and the Personal Investment Advisor (PIA) designation. His focus areas include financial planning, asset management, retirement savings and income planning, risk management and insurance planning, and estate planning strategies. Richard collaborates with colleagues at Oslund Kane Wealth Management and other professional advisors to provide objective, unbiased, and cost-effective counsel. He emphasizes integrity, objectivity, competency, confidentiality, and fairness in his work, adhering to the highest ethical standards. His personal experiences with family have reinforced the importance of his work and its impact on clients and their families.