Anton Gougeon is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and UBS. Gougeon is based in Lakewood, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Brian Warpinski is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2008, respectively. He serves on the finance committee of the Aim Higher Foundation, a nonprofit focused on children, youth, and education in St. Paul, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides various investment and planning services across retail and institutional markets.

Melissa Kinnard is a financial advisor at Robert Baird & Co. with 41 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Baird since 2019, following prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations with services including financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager oversight, and internal research, including artificial intelligence, while also providing municipal advisory services.

Hannah Spasojevic is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation with six years of industry experience. She has worked at Morgan Stanley since 2019 and previously spent four years at Starkey Hearing Technologies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytics.

Amy Lundstrom is a financial advisor with Ameriprise in Plymouth, MN. She holds a Series 66 designation and has six years of industry experience. Prior to Ameriprise, she worked at Constellation Wealth Group and spent 19 years at NorthRock Partners. She is also involved in real estate ownership outside of her advisory work. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income sources and tax‑aware withdrawal strategies.

Tian Elder is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Elder worked in marketing for energy companies and has a background that includes seven years at Hope Academy and six years at Chick-Fil-A. Outside of financial advising, Elder is involved in face-to-face marketing for energy programs from Xcel Energy and Center Point Energy. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based planning on a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed accounts under consolidated billing while keeping services separate.

Jennifer Waletski is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 license and six years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and positions in insurance and at Sun Country Airlines. She is a partner in Tokach Group LLC, a real estate business based in Mandan, North Dakota. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and investment research.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. 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 delivers these services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and a centralized due diligence framework.

David Buck is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. His prior work history includes roles at Bank of America, Fisher Investments, and Morgan Stanley. In addition to his advisory work, he serves in the Army National Guard and owns a business that manufactures and sells outdoor equipment. 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 strategies for individuals, institutions, and charitable organizations.

Gregory Kuehn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sarah Houser is a Series 66-licensed financial advisor with Ameriprise in St Louis Park, MN, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2003. Outside of her advisory role, she is a co-owner of Clear View Tax Solutions, Inc., a tax preparation business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Chad Ellman is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning guided by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Jacob Mertens is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Computershare, Wells Fargo, Aerotek, and the Young Men's Christian Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by centralized operations and comprehensive due diligence.

Taylor Koczur is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016 and also serves as an associate financial advisor for Strand & Associates, a separate entity managing his advisory practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendations and ongoing advice.

Kendra Kosek is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. Prior to her current role, she worked at Symmetry Lending and has experience in other service industries. 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 and integrates advisory offerings with various financial product sales and referral channels.

Steven Nessler is a financial professional with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Fidelity, he worked at Guide Wealth Partners and served as a police officer with the Eden Prairie Police Department for seven years. Outside of finance, he has experience in law enforcement and public service. Steven is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio services.

Fabian Gutierrez is a financial advisor with Merrill in Minnetonka, MN, holding a Series 66 designation and four years of industry experience. He has worked with Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc since 2022, following twelve years at United Bank. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Swaggert is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He also serves as power of attorney for his spouse in a fiduciary capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Johnny Mouhanna is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his financial advisory role, he was involved with Johnny Boy's Inc. and 961 Group Inc., and also worked at Uber. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without portfolio management or discretionary trading authority.

Barton Kosen is a financial advisor with Ameriprise in Minnetonka, MN, holding the CFP® and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific 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 tailored retirement-income recommendations, primarily for clients with assets in Ameriprise-managed accounts.