Thomas Dufresne is a financial advisor with Cetera, holding a Series 63 designation and bringing 35 years of industry experience. His career includes longstanding roles at Lear Financial Inc. and self-employment, alongside over a decade with Cetera Wealth Services and Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Andrew Starkey is a Series 66-licensed financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at Ameriprise Financial from 2017 to 2021 before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad retail and institutional offerings.

John Mc Cormick is a financial advisor at Ameriprise with eight years of industry experience. He previously worked at Edward Jones for eight years and spent two years at KARE 11 TV. He holds a Series 66 designation. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm provides written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and tax analysis to support client planning.

Grant Thayer is Vice President and Branch Leader at Fidelity. In this role, he develops and leads a team of associates who assist clients in creating holistic financial plans aimed at achieving their individual and family goals. He emphasizes co-creating clear and understandable plans to support clients in enjoying a confident retirement. His experience at Fidelity includes positions as Vice President, Regional Planning Consultant from 2023 to 2025; Vice President, Financial Consultant from 2022 to 2023; Financial Consultant from 2019 to 2022; Investment Consultant in 2019; Relationship Manager from 2018 to 2019; and Financial Representative from 2017 to 2018. Prior to Fidelity, he worked as a Financial Planner at Minneapolis Financial Group from 2015 to 2017.

Matthew Buechel is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with a trust based in Nantucket, MA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment products and services.

Jeanne Rosengren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in the financial services industry in 1986 as a securities analyst and transitioned to wealth management in 1998. Jeanne provides advisory services to high-net-worth families and small companies, focusing on family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. She utilizes the resources of Merrill Lynch to assist clients in clarifying their financial goals, investment selection, and asset allocation strategy. Jeanne holds a Bachelor's Degree from St. Cloud State University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her experience includes advising individuals and multigenerational families on retirement planning, education funding, wealth transfer, and wealth preservation. Jeanne is a member of the Children’s Legacy Advisors board. Active in her community, Jeanne has supported nonprofit organizations such as Interfaith Outreach and Community Partners, Benilde St. Margaret’s School, and Susan G. Komen, including speaking on breast cancer awareness related to her personal experiences. She resides in Plymouth, Minnesota with her husband, Steve, and their three adult children. Jeanne enjoys spending time with her family, tennis, and traveling.

Preston Stach is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and held roles in financial services and other industries. He also serves as an internal wholesaler for AdvisorNet Financial, supporting insurance and benefits wholesalers and independent advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Andrea Wren is a financial advisor with RBC Capital Markets in Wayzata, MN. She holds a Series 66 designation and has 10 years of industry experience. Prior to her current role at RBC Capital Markets, she worked at RBC Wealth Management from 2014 to 2016. Outside of her advisory role, she works as a test monitor for American College Testing and also provides grocery delivery services with Shipt. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ advisory risk profiles and investment preferences.

Daniel Law is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2008. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group provides a range of consulting and portfolio services, tailoring advice to client goals and risk tolerances through a variety of management approaches and investment strategies.

Karen Peterson is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products.

Jeffrey Benson is a financial advisor with LPL Enterprise in St. Louis Park, MN. He holds a Series 66 designation and has 17 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, financial planning, and access to model portfolios and third-party asset management programs through an integrated platform that includes insurance products and lending solutions.

Micah Benway is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2011. He holds a Series 63 license and is involved outside of his advisory role as a board member of Feed My Starving Children and leads Paragon Operations, LLC. Ameriprise offers retirement-income planning services targeting clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations delivered through a centralized consulting team.

Christopher Burque is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Minneapolis, Minnesota. He has been with Merrill Lynch since 1998, bringing over 25 years of experience in wealth management and investment advisory services. Christopher specializes in working with senior executives on complex financial matters including employee stock options, restricted stock, and managing concentrated stock positions with sophisticated hedging strategies. He is a qualified Portfolio Manager who provides traditional advice and also manages personalized investment strategies on a discretionary basis that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Christopher earned a bachelor's degree in Finance, Investment Banking, Management, and Human Resources from the University of Wisconsin-Madison, where he was a member of the Golden Key National Honor Society. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation following coursework at The Wharton School, University of Pennsylvania. He is an active member of the Investments & Wealth Institute and contributed as part of a volunteer committee that developed updated questions for the CIMA® examination. In addition to his client-focused responsibilities, Christopher has held leadership roles within Merrill Lynch including Associate Director for the Twin Cities Metro Complex and coaching positions for new Financial Advisors and managers. Outside of his professional work, he has served on the boards of the YMCA of Dane County and has been involved with United Way in both Dane County and the Twin Cities, as well as with the University of Wisconsin School of Business. Christopher resides in Minnetonka, Minnesota, with his wife Jill and their two children.

Luke Donahue is a financial advisor with MassMutual Investors Services. He holds Series 63 and Series 65 licenses and has experience working with MassMutual Life Insurance Co, Northwestern Mutual, and Piller Financial Group. Outside of finance, he has a background that includes nearly a decade working at Hazeltine National Golf Club. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative, annual planning process supported by firm-approved analytical tools.

Paul Melancon is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in the financial advisory field. In his role as a Portfolio Manager within Merrill's Investment Advisory Program, Paul focuses on developing and implementing customized investment strategies to help clients achieve their financial goals. His approach prioritizes clients' objectives while maintaining attention to market dynamics. Paul's expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds an MBA in Finance from the University of Chicago Graduate School of Business and a bachelor's degree in Finance from the University of Wisconsin-Madison. Additionally, Paul has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, Paul lives in Minneapolis with his wife and two children. He volunteers at Loaves and Fishes, contributing to food preparation and distribution for those in need. His personal interests include cooking, hiking, reading, spending time with his family, and traveling.

Amy Lawin is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with RBC Capital Markets and has previous experience at Thrivent Financial and its affiliated entities. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through customized advisory programs that offer portfolio management, financial planning, and brokerage services. The firm combines in-house and third-party investment managers to tailor strategies according to client risk profiles, with additional capabilities including alternative investments and integrated lending arrangements.

Bradley Sygulla is a financial advisor with Primerica Advisors in New Hope, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1988. In addition to his advisory role, he is involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution responsibilities to BNY Mellon Advisors.

Xay Thao is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Wells Fargo entities since 2008, as well as BMO Harris Financial Advisors from 2016 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Spencer is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Minnetonka, Minnesota, with two years of industry experience. Prior to joining Baird, Spencer held positions at RBC Wealth Management and various other roles outside the financial services industry. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of SMA strategies, overlay management, tax-management, and direct-indexing capabilities.

Richard De Souza is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management services for busy professionals. He focuses on retirement planning, college education planning, insurance and risk mitigation, financial strategies, legacy planning, and access to lending and cash management services through Bank of America. Richard works closely with his clients to develop clear financial goals and strategies, enabling them to preserve their most important assets and concentrate on their careers and families. With over 14 years of experience in the financial services industry, Richard began his career in 2008 and has since supported clients through various complex financial needs, including portfolio management and retirement income distribution planning. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) certification. Richard earned a Bachelor's degree from the University of Minnesota System. Richard lives in Minneapolis and volunteers with Books for Africa, a nonprofit organization dedicated to collecting and distributing books to African students. In his free time, he enjoys biking, cooking, golfing, music, soccer, table tennis, and traveling.