Rebekah Hartmann is a Financial Advisor with Merrill Lynch Wealth Management. She provides tailored financial strategies focusing on family wealth management, legacy planning, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. She takes the time to understand clients' priorities and develops plans to pursue their financial goals across various aspects including investing, retirement planning, and preparing for unforeseen circumstances. Rebekah holds multiple professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's degree from Iowa State University, a Master's degree from the Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and a Master of Business Administration (MBA) from the University of Missouri System. Her approach centers on ongoing advice and guidance as clients' needs evolve. Beyond her professional work, Rebekah is involved with organizations such as the American Veterinary Medical Association, Eden Prairie Chamber of Commerce, Minnesota Veterinary Medical Association, National Association of Women Business Owners, and Quorum LGBTQ+ and Allied Chamber of Commerce. She also participates in community activities with Bank of America, the Minnesota Veterinary Medical Association, and the University of Minnesota Landscape Arboretum. Her personal interests include biking, gardening, hiking, horseback riding, music, and reading.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.

Reeve Holmquist is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Waddell & Reed and Messerli and Kramer. He also has experience outside finance, including employment at Kilroy's Sports Bar and Mayflower Moving Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Phillip Macdougall is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments and its affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Paul Youngs is a CFP® with 20 years of industry experience and has been with Edward Jones since 2008. He holds the Series 66 designation and is based in Shakopee, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Meghan Villanueva is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2016, initially working with Ameriprise Financial Services, Inc. before continuing at the current entity. The firm serves both individual and institutional clients and offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and annual advice focused on income reliability and tax-aware withdrawal strategies.

Jacob Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at UBS as well as experience at Ameriprise and U.S. Bank. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody services.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Tyler Swanson is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with LPL Financial in Bloomington, MN. His prior work includes roles at Bell Bank, FPS Financial, Inc., Commonwealth Financial Network, and CliftonLarsonAllen Wealth Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adrian Johnson is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Ameriprise in Edina, MN. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Cade Friedhoff is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, Cade worked at Brown & Brown and has experience in the service industry and education sectors. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized event-driven planning services, including divorce and estate settlement planning.

Randall Petersen is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006. Prior to UBS, he has been affiliated with Piper Jaffray Inc. since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Bernardo Escobedo Diaz is a CFP® professional affiliated with Charles Schwab, based in Edina, MN, with 13 years of industry experience. His prior work includes positions at Merrill, Morgan Stanley, and Wells Fargo Advisors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized operational and custodial infrastructure.

Nicole Scanlon is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2023, following prior roles at LPL Financial, LLC, Sanford C. Bernstein & Co., LLC, and Keirnes Law, PLLC. She is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to develop tailored plans.

Alexander Morrall is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Fortune Financial and Securian Financial Services. Outside of his advisory work, Morrall owns the Twin Cities Wellness Collective, a business based in Minnetonka, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that supports customized investment strategies and access to third-party money managers.

Louis Close is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of directors for Bolder Option, a youth mentorship organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Aaron Lindman is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 designation and is based in New Hope, 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 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.

Reese Prellwitz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Reese held roles at Wells Fargo Advisors and Northwestern Mutual, as well as academic positions at Minnesota State University, Mankato, and St. Cloud State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute, providing both brokerage and advisory solutions.