Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Amy O'Keefe is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 license and bringing 21 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she is involved with Wealth Strategies, a DBA for LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Elizabeth Larson is a financial advisor with Ameriprise, holding a Series 63 designation and 16 years of industry experience. She has worked at Ameriprise and its affiliate since 2010. Outside of her advisory role, she serves as a paraplanner and office manager for Lang, Hinz & Associates through Advisors Professional Services, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Arlen Stern II is a CFP® professional with 18 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on providing written recommendations and ongoing retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Joseph Hanson is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at RBC Capital Markets, City National Bank, and Merrill. He serves as a board member and investment committee member for True Friends, a nonprofit focused on health and welfare for children and youth. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management.

Donna Bailey is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Bailey serves as a board member overseeing Midwest chapters for the National Association of Stock Plan Professionals. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of financial services including estate planning and corporate financial planning agreements.

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Coplan is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Raymond James Financial since 2006, currently serving at Raymond James Financial Services, Inc. in Eden Prairie, MN. Outside of his advisory role, he is an insurance agent and the owner of a commercial property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Caleb Quenzer is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market assumptions and research to tailor client plans.

John Hatton is a Series 66-licensed financial advisor with four years of industry experience. He currently works at Wells Fargo Advisors and previously worked at UBS Financial Services. His background also includes roles outside traditional finance, such as involvement with the St. Louis Blues hockey organization. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas like business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Thomas Spanier is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates Financial Planning of Minnesota, Inc. and Counsel Retirement Plans, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jordyn Anderson is a Series 66 licensed financial advisor with Morgan Stanley, based in Wayzata, MN. Anderson has four years of industry experience, including previous roles at UBS Financial Services and a variety of positions outside finance, such as with the University of Minnesota Athletic Department and professional sports organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Sean Wenham is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior work history includes roles at LPL Financial, MidWestOne Bank, U.S. Bank, U.S. Bancorp Investments, and Merrill. He also serves as a Vice President and Regional Trust Manager at MidWestOne Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and wealth-transfer planning, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Caroline Camp is a CFP®-designated financial advisor with 10 years of industry experience. She is currently with Morgan Stanley, having previously worked at Merrill Lynch and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved analytical tools.

Alexander Bowland is a financial advisor at Fisher Investments with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he has worked as an independent contractor driver for Uber during non-business hours. Fisher Investments serves a global client base including institutional and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research, with tax-aware strategies and risk management techniques.

Arjun Wickremasinghe is a financial advisor at Charles Schwab with a Series 66 designation. He has held various roles in the financial industry since 2016, including positions at First Foundation Bank, Blue Street Capital, and Partners Capital Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments.

Benjamin Hovland is a financial advisor at Osaic, holding a Series 66 designation with 19 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 13 years before joining Osaic in 2023. Outside of his advisory role, he owns a sole proprietorship involved in insurance sales and servicing. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and client customization, and is notable for its scale and complex affiliate network.

Brandon Enriquez is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked in roles at Lifetime Fitness, Landscape Structures, and the University of Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.