Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Coleman Wurzer is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves 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 employs structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Andrew Gagnon is a financial advisor with Ameriprise Financial Services in Watertown, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise since 2016, starting with Ameriprise Financial Services, Inc. and continuing with Ameriprise Financial Services, LLC since 2020. Outside of his advisory work, he coaches a 7th grade basketball team and serves on the Watertown Mayer Youth Baseball Board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing detailed recommendation reports and ongoing advice based on proprietary research and third-party data.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Benjamin Wels is a financial advisor with Charles Schwab & Co., Inc. based in Eden Prairie, MN, holding Series 66 and Series 63 credentials and 19 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Braden Hubbard is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on managed accounts and employing algorithmic tools overseen by a dedicated committee.

Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.

Pradeep Sukhani is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed and Life Map Wealth Advisors. Outside of his advisory role, he has been involved with the India Association of Minnesota and has engaged in real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies.

Brian Grahek is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. His prior experience includes roles at Bank of America and Merrill Lynch. He is involved in entrepreneurial investment-related ventures through GLJ Investments, LLC and Grahek GP LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Riley Gannon is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at UBS Financial Services in Wayzata, MN. His prior work includes roles at Konica Minolta Business Solutions USA, Johnson Brothers Liquor Company, Excelr-8 E-Bikes, and the University of St. Thomas. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Melissa Machlitt is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Cetera Advisor Networks and AdvisorNet Financial. Outside of her advisory role, she owns an LLC that sublets office space to other advisors and is licensed to sell fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Dale Copeman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 16-year tenure at Wells Fargo Bank. Based in Waconia, MN, he provides advisory services through a firm known for serving a wide range of individual and institutional clients. Edward Jones is a full-service wealth management firm serving over four million clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sherri Tuttle is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1992. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Holecek is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021. Prior to his current role, he held positions at several Target locations between 2015 and 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Bottema is a financial advisor with UBS Financial Services in Corcoran, Minnesota, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS and its predecessor Paine Webber since 1996. Outside of his advisory role, Bottema serves as a volunteer medic for the Loretto Fire Department and owns a business that manufactures and sells trail grooming equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Michael Krein is a financial advisor with Osaic Wealth in Plymouth, MN. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 14 years at Sagepoint Financial, Inc. Krein is involved in community volunteer work through the Fair State Brewing Cooperative and serves as Board President of The Willows Homeowner's Association. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes a model-based investment process and supports discretionary and third-party management strategies.

Kurt Sharp is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Sharp serves on the board of directors for Trinity Lutheran Church Council as treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.