Jessica Hindermann is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Angela Mather is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with clients to help them grow and protect their wealth through a structured five-step financial planning process. This process includes understanding clients' current financial situations, creating written financial plans, proposing strategies, implementing next steps, and monitoring the plan as financial and life events occur. Angela has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2009, including Financial Consultant, Investments Representative, Private Client Specialist, and Financial Representative. Prior to joining Fidelity, she worked as a Registered Client Service Associate at Raymond James and Associates from 2007 to 2009. She holds a California Insurance License. Outside of her professional work, Angela enjoys cooking and baking, participating in family activities, and engaging in outdoor pursuits such as hiking, running, yoga, and other outdoor adventures.

Michael Walker is a financial advisor at UBS Financial Services with 27 years of industry experience. His background includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining UBS in 2019. He holds Series 63 and Series 66 credentials. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based allocations to tailor investment plans according to clients’ goals and risk tolerances.

Nicholas Maiers is a financial advisor with Edward Jones in St Louis Park, MN, holding a Series 66 designation and eight years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of his advisory role, he is a partner in ShortSide LLC, a retail business that partners with local hockey associations for fundraising through hockey tape and apparel sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Jeffrey Doughty is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to this, he worked at Presbyterian Homes and Services for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Peter Vickery is a CFP® with 47 years of industry experience, currently serving at Merrill since 1978 and Bank of America since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a City Council member for Minnetrista, Minnesota, participating in municipal governance. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gwenn Branstad is a CFP® professional with 23 years of industry experience, currently serving at Thrivent Investment Management since 2004. She is based in Golden Valley, MN, and holds the Series 66 designation. Outside of her advisory role, she serves as the outgoing Chair of the Bethlehem Lutheran Church Foundation board, which manages grantmaking aligned with the church’s mission. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various topics and enables clients to integrate planning with managed-account programs under a consolidated billing option while keeping these services distinct.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at multiple firms including Avantax and currently maintains a role with TruPlan Financial Advisors as a Qualified Plan Specialist overseeing small business 401(k) and similar retirement plans. In addition to his advisory work, he is involved as an owner of Coming In Hot Racing LLC, which manages thoroughbred racing interests. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Timothy Hanson is a financial advisor at Thrivent Investment Management with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo and US Bank. Outside of his advisory work, he serves as a board member of the St. Louis Park Rotary Foundation and is a partner in a fence sales and installation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining these services separately.

Tayne Deneui is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and having 15 years of industry experience. He worked at Invest Financial Corp. for nine years before joining LPL Financial in 2018. In addition to his advisory work, Deneui has been affiliated with the University of Minnesota since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Stephanie Stuart is a financial advisor with LPL Financial in Edina, MN, holding a Series 66 designation and five years of industry experience. She has been with LPL Financial since 2021 and has prior experience in business ownership through Mealman Enterprises LLC and Morrissey Inc, where she works part-time as a safety coordinator. 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, financial planning, and brokerage services supported by a national network of investment adviser representatives.

Brendan Skarda is a Financial Advisor with the A&V Wealth Management Group at Merrill Lynch Wealth Management, based in the Minneapolis office. He holds the designation of CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA), guiding clients through complex financial decisions by integrating personalized advice with the capabilities of Merrill and Bank of America. Brendan specializes in college education planning, legacy planning, and personal retirement planning. Prior to his current role, Brendan worked as a Corporate Banking Analyst within Wells Fargo's Financial Institutions Group, where he supported financing activities, relationship, and portfolio management across asset management and insurance verticals. He assisted Fortune 500 and Middle Market companies in achieving their financial and strategic goals. He joined Merrill in 2024 as a Wealth Management Client Associate and transitioned to a Financial Advisor role in 2026. Brendan earned a Bachelor of Arts in Economics with a minor in Finance from Tufts University, graduating Cum Laude. During his time at Tufts, he played Varsity Men’s Hockey, earned all-academic NESCAC honors, and participated in the Tufts Financial Group. Outside of his professional work, Brendan enjoys spending time with family and friends, coaching Minnetonka Bantam AA youth hockey, fishing, golfing, ice hockey, and pickleball.

Drew Johnson is a financial advisor at Merrill in Minneapolis, MN, with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, AXA Advisors, and held academic positions at the University of Minnesota and Kansas State University. 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, and institutional fiduciaries. The firm is integrated with Bank of America’s broader corporate platform, providing access to a range of investment products and services.

Matthew Guyer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and is also a partner at CarlsonSV, LLP, where he manages the Golden Valley, Minnesota office providing tax planning, preparation, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Rita Degnan is a financial advisor with Wells Fargo Clearing in Golden Valley, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, where she has been employed since 1981. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves plan sponsors with tailored investment solutions and fiduciary oversight.

Angela Krumme is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Wayzata, MN. She has nine years of industry experience, including a prior role at Wells Fargo Advisors, LLC. She serves as a trustee for The Chmielewski Family Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary services, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Joseph Feldmeier is a CFP® professional with 15 years of industry experience, currently serving at MassMutual Investors Services in Plymouth, MN. He has been with MassMutual Insurance Company and MassMutual Investors Services since 2010. Feldmeier is also a board member of the Highland Friendship Club, a nonprofit organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and provides various specialized planning programs.

Michael Mooney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 9 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he is involved in private coaching. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services, including fee-based planning and portfolio management.

Ryan Dewey is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and NEXT Financial. Outside of his advisory role, he is involved in several activities including serving as treasurer and secretary for a children’s party equipment rental business, managing a smart home electronics support company, and working as a snowboard instructor and bus chaperone. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning separately from portfolio management and managed-account services.