Donald Adams Jr. is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2016. He holds Series 63 and Series 65 licenses and is based in Wayzata, MN. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolio management to client goals and risk tolerances.

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 with Merrill, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Merrill since 1988. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Shaun Jensen is a financial advisor at OSAIC with 10 years of industry experience. He has previously worked at Edward Jones and Ameriprise Financial Services, Inc. Jensen holds Series 63 and Series 65 licenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to manage portfolios across a range of investment types.

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 CFP®-designated financial advisor with 35 years of industry experience. He is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. Flannery has also operated his own firms, including Wealth Guidance, Inc. and Flannery Holdings, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Shane Davis is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity since 1995. Outside of his advisory role, he is a partner in a family limited partnership. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Leonard Brown is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and two 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 serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

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. He holds a Series 66 designation and previously worked at Sagepoint Financial, Inc. for 13 years. Vedadi is also the owner of Vedadi Wealth Management, an S-Corp through which he manages his wealth management business and related operations. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with access to various investment platforms and third-party managers, utilizing asset-allocation tools and automated rebalancing to construct customized portfolios.

Pravin Parekh is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked with firms including Waddell & Reed and various insurance carriers. Parekh also managed his own entities, such as Parekh Group, Inc. and Pradeep Pravin Real Estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Callie Gracie is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has previously worked at firms including LPL Financial, Cetera, Charles Schwab, and TD Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Shay Donovan is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, Donovan worked at Brainlit North America and has been involved in various roles including coaching youth hockey as the head coach of the Blake Bears junior varsity team. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.