Matthew Kent is a financial advisor with Stifel in Wayzata, MN. He holds a Series 66 credential and has prior work experience at Boston Scientific and Alliant Engineering. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Faris El Gosa Nagle is a CFP® professional with 12 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2019. His prior experience includes five years with Allianz Life Insurance Company of North America and Allianz Life Financial Services, LLC. He is the owner of two business entities, EGN Unlimited LLC and Prosper Hill Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering event-driven planning services such as divorce and estate-settlement planning.

Theodore Bulinski is a Series 66 licensed financial advisor with UBS Financial Services in Wayzata, MN, and has five years of industry experience. Prior to joining UBS in 2021, he worked for five years at McGough Construction Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. 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.

Kyle Thomas is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and AllState Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Niles Austvold is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also the owner of Highview Advisors. Outside of his advisory work, he serves as president of Marshwinds Toastmasters, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor supporting individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to various program structures and third-party managers.

Steven Plant is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wayzata, MN, holding Series 63 and 65 licenses and bringing 26 years of industry experience. His prior affiliations include GPS Capital Management and his own firms, Plant Investment Services, Inc. and North Shore Capital Management, LLC. Outside of his advisory work, he serves as the President of the Rotary Club of Maple Grove Foundation, where he contributes to the foundation’s long-term investment planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Steven Treberg is a financial advisor at LPL Financial with 27 years of industry experience. He holds the Series 63 designation and previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. In addition to his advisory role, he is involved in non-variable insurance activities through Beacon Benefits Group and his own insurance practice. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of discretionary and non-discretionary strategies supported by research and advisor-facing technology.

Jeffrey Pierce is a financial advisor with OSAIC, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated J. Pierce Financial Services since 2006. Pierce serves as event chair for the Gabby Pierce Memorial Golf Tournament, which raises funds for scholarships at Waldorf University, and is a board member of the Chaska Baseball Association, where he oversees umpire training. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Grant Walters is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Prime Therapeutics, Polaris Industries, and UnitedHealth Group. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Erin Seiler is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Castle Hill Capital Partners, Fidelity Brokerage Services, LoCorr Distributors, and Wells Fargo Clearing. Erin is also involved with Bridger Financial, LLC, where she provides administrative services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors and participants, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a complex affiliate network.

Samuel Grodnick is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. Prior to his current role, he gained varied work experience in logistics, food service, and education. 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 uses firm-approved tools to deliver written financial recommendations but does not have investment discretion in planning engagements.

Thomas Kalb is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he serves as an official for USA Hockey, performing officiating duties for games. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brandon Janovsky is a Wealth Management Advisor at ASCJ Wealth Management. He began his career at Merrill in 2009, where he spent ten years working within the Investment Solutions Group’s Chief Investment Office (CIO). In this capacity, he served as a local resource to Financial Advisors and their clients, assisting in the implementation of CIO investment views. Since joining ASCJ Wealth Management in 2023, Brandon focuses on helping clients develop wealth management and portfolio strategies tailored to their individual goals. Brandon holds several professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a dual bachelor's degree in Finance and Economics from Monmouth University. Brandon resides in Long Lake, MN with his wife and two sons. Outside of his professional work, he is involved with the Disability Action Network (DAN) and enjoys fishing, golfing, scuba diving, soccer, surfing, woodworking, and spending time with his family.

Jason May is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Cetera and has worked with affiliated firms since 2012. He also operates a financial planning business under the name May Financial Planning and holds licenses for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary programs.

Christopher Kruse is a CFP®-designated financial advisor with Edward Jones in Wayzata, MN, holding 21 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as Chairman of the Board of Deacons at St. John's Lutheran Church and has held leadership positions with the Rotary Club of Monticello. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Natalie Brinkman is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL since 2012. Brinkman is an owner of K & N LLC, a business unrelated to securities trading. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Harold Kim is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior experience at The Huntington Investment Company, The Huntington National Bank, and BMO Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, supported by a centralized service team that collaborates with advisors.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.