Daniel Wolkerstorfer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining UBS in 2017, he worked at Wealth Enhancement Advisory Services and its affiliated entities, as well as LPL Financial. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Annette Funke Thompson is a financial advisor at Edward Jones with 28 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Christopher Anderson is a Series 63-licensed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2017. Outside of his advisory role, Anderson is managing partner at Paragon Operations, LLC, where he provides leadership and strategic direction, and he is involved with Generations Legal Services, offering educational events and consulting on estate planning and charitable giving. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations through a centralized consulting team.

Madeline Thun is a Series 66-licensed advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. for seven years. 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 and profit-sharing plans, corporations, and charitable organizations.

Alex Reader is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Financial Engines Advisors L.L.C. and TD Ameritrade, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large participant base through both advisor-led and online platforms.

Jeremy Phillips is a financial advisor at Stifel with two years of industry experience. Prior to joining Stifel in 2023, he worked at Best Buy Corp for twelve years. He serves as a board member for Children's Workshop Montessori, assisting with human resources and staffing. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to support clients' financial planning and asset allocation decisions.

Michael Baker is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with MML Investors Services since 2014. Outside of his advisory role, he owns and manages operations for TUCR, LLC, a company involved in the manufacturing and sales of outdoor equipment. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual financial planning relationships.

William Beardmore is a financial advisor with J.P. Morgan Securities in Chaska, MN, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services, Prudential Financial, and several other financial firms. Beardmore has also worked with the Lafayette Catholic School System and the Diocese of Lafayette-in-Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stacy Kupsky is a Series 66 licensed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors since 2022. Prior to this, she worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC between 2014 and 2022. Kupsky is involved in outside activities including ownership of Breakthrough Financial, LLC and participation as a panelist on the Thrive Business Panel. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations through meetings and written summaries. The firm’s broad planning menu includes specialized services such as business-owner transition planning and special-needs analysis, delivered via a combination of advisory services and affiliated financial products.

Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. 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 based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has also served on parent advisory boards and was involved with Moldboard Farms for a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and technology-driven portfolio management solutions.

Brady Buckentine is a financial advisor with Ameriprise in Golden Valley, MN. He holds a Series 66 designation and has experience working at Deloitte from 2020 to 2025. His tenure at Ameriprise began in 2025. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data, with a focus on clients meeting certain asset thresholds and working within a defined investment product ecosystem.

Lance Benzer is a financial advisor with Morgan Stanley, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Timothy Campion is a financial advisor at Robert Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert Baird since 2012. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real assets.

Jean Kerr is a CFP® with 18 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. Prior to joining Cetera in 2025, she held positions at Avantax Advisory Services and Avantax Investment Services, and she maintains ownership and a leadership role as President of J E Kerr Tax Service, Inc., a tax preparation and business management firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment managers with various program structures and custodial relationships.

Mary Johnston is a financial advisor at Stifel with 33 years of industry experience. She has been with Stifel since 2006 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Nicholas Sodahl is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work experience includes roles at Bank of America, Sysco Foodservice, and Apple American Group. He has also worked briefly in the restaurant industry. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Thomas Schulenberg II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at RBC Capital Markets since 2005 and previously worked at City National Bank from 2017 to 2025. Schulenberg holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations, offering customized portfolio management, financial planning, and brokerage services through various wrap fee advisory programs.

Randolph Wilson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at At Home Living, Allianz, and Walmart. Outside of his advisory work, he engages in reselling clothes online as a weekend hobby. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.