Gregg Mekler is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maxwell Stowe is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at North Star Resource Group, Minnesota Life Insurance Company, Securian Financial Services, Inc., and CRI Securities, Inc. Stowe is also an associate at WDA LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice through written Recommendation Reports and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Robert Grant is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeffrey Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill in 2000, Jeff has worked closely with affluent clients and business owners to assist in the accumulation, preservation, and transfer of wealth. His service offerings include pre- and post-retirement planning, portfolio management, tax minimization, stock option analysis, estate planning, survivorship protection, education planning, and cash management. He emphasizes a collaborative approach to wealth planning to help clients gain clarity, purpose, and confidence in their financial decision-making. Jeff’s approach includes monitoring progress and making adjustments to help clients stay aligned with their financial goals. Jeff earned a Bachelor's Degree from the University of Minnesota, College of Liberal Arts. He and his wife reside in Minneapolis with their two sons. In addition to his professional work, Jeff participates in community volunteering activities within the local area.

Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Brandon Strangis is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 63 designation and has been associated with Linsco Private Ledger since 2007. He also operates under the DBA Strangis Wealth Management in Minneapolis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Mitchell Griep is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Birch Cove Group, Ltd and Raymond James Financial Services. In addition to his advisory work, he is involved in insurance sales through Modern Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers diverse financial planning and advisory programs supported by extensive research and technology resources.

Craig Jarvinen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His prior work includes roles at Southwestern Consulting, Crown Construction, and Edina Public Schools, as well as involvement with The Loppet Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and utilizes various model portfolios and research to support its investment strategies.

Nathan Whited is a financial advisor with Edward Jones in Lilydale, MN, holding CFP® and Series 66 designations and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Camping World / Gander Outdoors and Gander Mountain Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ishaa Dhamne is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 designation with two years of industry experience. Prior to her current role, she has held positions at the University of Minnesota, Victoria's Secret, and Doc Popcorn. Outside of her advisory work, she occasionally provides babysitting services. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of investment research, third-party data, and algorithmic tools to support its recommendations.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Mark Murphy is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial Services Advisors, Inc. since 2014. In addition to his advisory role, he works as an insurance agent specializing in outside term and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations and supports clients through various advisory programs and partnerships.

Marc Terris is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings over 26 years of experience in the financial services industry and focuses on building long-term client relationships based on trust. Marc works with clients on a range of financial planning needs including college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, and retirement income. Marc holds a Bachelor's Degree from Concordia College – Moorhead and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes personalized financial strategies tailored to clients’ risk tolerance, time horizons, and liquidity needs, with an approach that encourages ongoing communication and at least an annual face-to-face portfolio review. In addition to his professional work, Marc participates in his community as a member of the St John Vianney Minor Seminary Board. Outside of his advisory role, he enjoys boating, golfing, ice hockey, and reading. Marc is married to Wendy and they have four children.

Lindsay Gordon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Gordon has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, including a broader investment menu that incorporates insurance-related products and bank deposit sweep options.

Daniel Johnson is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Thrivent Financial and Thrivent Investment Management for 10 years. Outside of his advisory role, he serves as an assistant scout master for Troop 582, teaching life skills and leading outdoor activities for youth. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Brendan Drager is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Steel Bender Brewyard and Albuquerque Public Schools. Outside of financial advising, he serves as a soccer coach with Park Valley United. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions.

Sue Nauss is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Nauss serves on the Board of Directors for the Lakewoods Townhome Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a focus on assets managed within Ameriprise accounts.

Michael Haverkamp is a CFP®-certified financial advisor with 38 years of industry experience, currently registered with LPL Financial since 2003. He is based in St. Paul, MN, and has been involved with Bridge & Branch Wealth Partners and Dakota Tax Services, providing tax preparation support and investment-related services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Scattergood is a financial advisor with Cetera, holding a Series 66 designation and having 20 years of industry experience. He has been with Cetera and its affiliated entities since 2010. He is also the managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple investment platforms and third-party managers.

Scott Luehring is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and businesses, providing guidance during times of change such as retirement, job transitions, estate planning strategies, and business planning. Scott emphasizes connecting all aspects of a client's financial life to prioritize and pursue their most important goals. Scott offers expertise in alternative investments including private equity, equity long-short hedge funds, credit, and equity multi-strategies tailored for high net worth individuals. Utilizing Merrill's research capabilities and portfolio solutions team, he addresses clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. His services encompass a broad range of financial products including investments, securities, annuities, life insurance, disability insurance, long term care insurance, asset accumulation strategies, and lending services through Bank of America, N.A. He holds a Bachelor's Degree from Saint Cloud State University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Scott serves as the unofficial team photographer for his daughters' volleyball teams and enjoys boating, hiking, photography, and volleyball.