Aaron Howe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Kathy Marson is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Kinuu. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations with a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Megan Reichel is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, she held roles in the hospitality and event management sectors, including management positions at Bison Creek Bar & Dining and Huikko's Bowling Center, as well as in title services at Northland Title. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates through a large nationwide network of financial advisors and branch offices.

Michael Wolke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked at Stifel Nicolaus & Co. Inc. for 17 years before joining Wells Fargo Advisors in 2022. Wolke also owns Wolke Wealth Management LLC and is involved with Wolke GP LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Hans Hummel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jacob Heie is a financial advisor with MassMutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at Equitable Advisors LLC and held roles outside finance, including positions at Pure Hockey and Majestic Oaks Golf Club. Heie also worked at the University of St. Thomas for four years. 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 provides ongoing financial planning using firm-approved software and generally recommends investment categories and strategies, with implementation requiring separate arrangements.

Anthony Kieffer is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds a Series 63 license and is based in Wayzata, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm offers various advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Tsakakis Jr. is a financial advisor with Ameriprise Financial Services LLC in Edina, MN, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Robert Hannah is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Morgan Stanley in Bloomington, MN. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Brandon Oslund is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth planning and investment strategy management. Since joining the financial services industry in 2005 and transitioning to Merrill with his group in 2009, he has focused on aligning clients' wealth with their goals and priorities. Brandon works extensively with family-owned business owners, advising on both personal wealth and business matters, and consults on company retirement plans and foundations regarding investment policy and plan design. Brandon holds a bachelor's degree in Finance from St. Cloud State University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), Certified Private Wealth Advisor (CPWA®), and Chartered Retirement Planning Counselor (CRPC™). He is a member of both the Financial Planning Association and the Investments & Wealth Institute. Outside of his professional work, Brandon is involved in community organizations such as the Orono Softball Association and the Orono Rotary Club. He resides in Long Lake with his wife and their five daughters.

Mariam Vedadi is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 credential and has worked at Osaic since 2023. Her prior experience includes roles at SagePoint Financial, RiverSource Distributors Inc., and Comprehensive Financial Solutions LLC. She also operates Vedadi Wealth Management, an S-Corp financial planning business that supports other advisors with client meeting preparation and follow-up. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of asset allocation tools and third-party platforms to construct portfolios for individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alyssa Wetterlund is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and seven years of industry experience. Her career includes previous roles within Ameriprise Financial Services and five years at Luxottica. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Vanessa Glass is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. She previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. Outside of her advisory role, she acts as a trustee and co-trustee for family-related investment trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Gregory Thurin is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory role, he has a business ownership interest in MOTT Real Estate LLC, involved in leasing real estate for office use. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Matthew Olson is a Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Fidelity Investments, where he has been employed since 2021. His prior experience includes roles at Ameriprise Financial Services and Lowe's Home Improvement. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Bret Felknor is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory role, he owns Felknor Financial Group Inc. and works as an independent insurance agent specializing in health and life insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across various platform arrangements.

Richard Cassada is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he is involved with BDLR Group Inc in a non-investment capacity. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a combination of research, modeling, and algorithmic tools to support its advisory process.

Jason Exley is a financial advisor with Wells Fargo Clearing in Bloomington, MN. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a rental property in Goodyear, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm employs an IPS-driven, modern portfolio theory approach and offers discretionary services as an ERISA fiduciary, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ethan Quarandillo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked in retail and education roles, including positions at Milbern Clothing Company, Walmart, Lakeville North High School, and Century Middle School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.