Blake Sandvold is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. He serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment solutions.

Ryan Woytcke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 23 years of industry experience. He previously spent 20 years at Crown Capital Securities, LP and has been involved with Financial Success Ltd. since 1999. Outside of advising, he is engaged in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by both discretionary and non-discretionary management.

Christine Zuck is a CFP® professional with 26 years of experience in financial services. She currently serves as a financial professional at Bar Financial Partners by Cetera and has previously worked at firms including LPL Financial, Frandsen Financial, and Investment Centers of America. Outside of her advisory role, she volunteers providing tax preparation and financial planning for low- and moderate-income individuals and participates on the advisory board of a startup company. Cetera Investment Advisers LLC is an SEC-registered firm that delivers investment advisory and financial planning services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Nicholas Larson is a Series 66 licensed financial advisor at Wells Fargo Advisors with one year of industry experience. His prior roles include positions at UBS Financial Services, OSAIC Wealth Inc, Moylan Kropp, and Renaissance Financial. He holds experience from the University of Nebraska–Lincoln as well. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning along with specialized services such as business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.

Bryce Wergeland is a Series 66 licensed financial advisor with LPL Financial in Bloomington, MN, where he has worked since 2010. He has 20 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles, including Financial Consultant and Investment Consultant. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and is licensed in insurance in California. Prior to joining Fidelity, Charles worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. Charles specializes in helping individuals and families simplify their financial lives by providing personalized guidance and financial strategies focused on clients' goals and priorities. He works with clients on retirement preparation, wealth growth, and navigating life transitions, offering straightforward advice and collaborative planning to facilitate informed decisions. Outside of his professional work, Charles enjoys cooking and baking, spending time with family, fitness activities, exploring food, playing golf, and caring for his pets.

James Grotz is a financial advisor with Raymond James Financial in Edina, MN, holding Series 63 and Series 65 licenses and with 52 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009 and has worked in non-variable insurance as an agent since 1990. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client interviews and risk profiling, with a notable portion of its advisory business conducted on a non-discretionary basis.

Matthew Bouts is a financial advisor with Ameriprise in Mound, Minnesota, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he provides coaching and consulting services to CPAs and accountants through his own consulting business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team that combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

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.

Zachary Holloway is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Edward Jones, and Advisornet Wealth Management. Outside of his advisory role, he is qualified as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

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.