Eric Thompson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of Hirshfield's, Inc., a home decorating company. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory programs and portfolio management services to individual investors, institutions, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement diversified portfolios.

David Chisholm is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers structured financial planning supported by firm-approved tools and analyses.

Gary Hansen is a financial advisor with UBS Financial Services in Chanhassen, MN, holding Series 63 and Series 66 registrations and 30 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, Hansen is involved with the Mae and Sylvester Weiss Foundation, which distributes grants annually. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets and lending services.

Nicole Elmquist is a Vice President and Financial Consultant at Fidelity Investments. She joined Fidelity in 2015 and has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position in 2024. In her role, Nicole works closely with clients to understand their priorities and goals, using Fidelity's planning tools and resources to develop individualized financial plans. She holds a California Insurance License. Outside of work, Nicole enjoys hiking and outdoor adventures.

Reilly Lee is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Lee is a 50% owner of Birk and Lee Wealth Management Inc., a dedicated financial practice in Bloomington, MN. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Christopher Mullin is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2004, and previously at Ameriprise from 2001 to 2003. Outside of advising, he serves as secretary for an informal horse riding club and as treasurer for Horsemen Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses third-party advisory programs and model portfolios, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Peter Kolar is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with RBC Capital Markets since 2014. Outside of his advisory role, Peter serves on the Philanthropic Advisory Council of the Masonic Institute for the Developing Brain and is a board member of the Orono Youth Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of in-house and third-party investment resources.

Brian Larson is a CFA® charterholder with 32 years of industry experience. He is currently a financial advisor at Morgan Stanley in Wayzata, MN, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson serves as a board member of the Excelsior Morning Rotary, a community organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm employs a structured financial planning process supported by firm-approved tools and serves clients with a wide range of investment and planning services.

Rustan Thayer is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Questar Asset Management, with additional involvement as an annuity wholesaler and insurance agent. He is engaged in selling fixed annuities, life, disability, and long-term care insurance as part of his financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary management.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.

Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 credential and has worked previously at Edward Jones and Ameriprise Financial Services. Lings serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board and is a board member of the Lake Superior Zoological Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through Investment Adviser Representatives and third-party managers, focusing on matching client needs to appropriate investment models.

Andrew Lundeen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Wayzata, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Maxwell Borst is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining RBC, he worked at LoCorr Funds and held roles at several other organizations including St. John's University and LPL Financial LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and incorporates both in-house and third-party investment managers.

Molly Padmore is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2006 and has worked at U.S. Bancorp Piper Jaffray Inc since 2001. Outside of her advisory role, she has worked as a sales associate at Crate and Barrel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he was associated with Thrivent Financial and Thrivent Investment Management Inc. outside the financial industry, Nagargoje is a business owner of The Fiscals Mart LLC and operates a personal business under his name. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily employs a model-driven investment approach utilizing portfolios developed by LPL’s research and third-party strategists, and it offers additional services such as financial planning, third-party asset manager access, and affiliated insurance and trust services.

Lance Steinke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Bank of America, NA, and Merrill Lynch, where he worked for 15 and 17 years respectively. Outside of his advisory work, he owns a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through both meetings and written summaries.

Barbara Gapinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent two years with UBS Financial Services. 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.

Evan Erickson is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Ameriprise Financial Services, LLC, and Wells Fargo Bank, N.A. Prior to his financial career, he was employed at Gustavus Adolphus College for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment 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 client plans.

Nicolas Boudewyns is a CFP®-designated financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he is connected to a personal beauty services business owned by his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.