Erin Theisen is a financial advisor with UBS Financial Services in Mound, MN. She holds a Series 66 designation and has 19 years of experience in the industry, all of which have been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Zachary Schlegel is a CFP® with eight years of industry experience. He is currently with OSAIC and previously worked at Northwestern Mutual Wealth Management Company and related entities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

William Hanson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His work history includes roles at MassMutual Life Insurance Company, MML Investor Services, LLC, ADM, and Northwestern Mutual Investment Management. He also has teaching experience at the University of St. Thomas, Edina High School, and Valley View Middle School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools and offers specialized event-driven planning programs.

Izaak Herrera is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and service in the Minnesota Army National Guard. Herrera has also been involved with the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Lucas Hemling is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at Integrated Equity Management, Commonwealth Financial Network, Thrivent Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop personalized plans.

Nicole Middendorf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James in 2017. Middendorf is also an author and media entrepreneur, engaged in public speaking, content creation, and coaching through her company, Nicole Middendorf Media, and serves as president of The Live It List Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a large advisor network.

Andrew Gerling is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Gerling is an on-call firefighter for the City of Golden Valley, a scuba diving instructor, a prize chairman for the Ducks Unlimited Lake Minnetonka Chapter, and a seaplane pilot for Adventure Seaplanes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based planning analyses across a broad range of topics, delivering written recommendations without implementation, and allows clients to combine planning with managed-account services under a consolidated billing option.

Paul Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Wayzata, MN, and has 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Grant Piller is a CFP® with 18 years of experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is president of PFG Aspire LLC, where he oversees operations, marketing, and business development. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools and offers additional services such as wrap programs, money-manager programs, and educational seminars.

Christopher Stewart is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 66 credentials. He has 29 years of industry experience and has worked within Wells Fargo-affiliated firms since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. Advisors use proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through the firm’s brokerage or advisory programs.

Michael Andersen is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, Andersen worked at Fsc from 2021 to 2023 and has been associated with Red Pine Investment Counsel, Inc. since 2011, where he was the owner of an S-Corp related to his previous RIA practice. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage and advisory services, encompassing discretionary and non-discretionary portfolio management with access to third-party money managers and wrap programs.

Camisha Needom is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Ameriprise Financial Services Inc. Outside of her advisory role, she owns and operates a photo booth business in Blaine, MN. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor with Merrill based in Bloomington, MN. She holds a Series 63 designation and has 30 years of industry experience, including 10 years with Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves a nationwide clientele, primarily senior-level corporate executives, focusing on managing high concentrations of wealth and complex financial situations such as restricted stock, grants, options, and strategies to hedge and minimize tax exposure on concentrated positions. His approach involves working closely with clients through all phases of financial planning, from goal setting to implementation and ongoing review of personalized strategies. Rob began his financial services career at 18 with American Express Financial Advisors while still in college. After earning a Bachelor's degree in Finance from the University of St. Thomas, he joined A.G. Edward in 2004 as a financial advisor and moved to Merrill Lynch in 2007. He holds 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 has been recognized on Forbes/SHOOK "Best-in-State" advisor lists in multiple years, reflecting his expertise and client service. A lifelong resident of the Twin Cities, Robert lives in Prior Lake with his wife, two daughters, and two Labrador retrievers. Outside of his professional work, he is a private pilot and participates in the Minnesota Center for Advanced Professional Studies (MNCAPS).

Alec Adelman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wells Fargo Clearing since 2025 and was previously with Ameriprise Financial Services LLC for five years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics grounded in diversification principles and modern portfolio theory.

Stephanie Lantigua is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously was with UBS Financial Services from 2016 to 2018. RBC Wealth Management serves a broad client base including individual investors, institutional clients, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and offers customizable strategies based on each client’s risk profile.

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, 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, supporting a variety of program structures and custodial relationships.

Daniel Erdmann is a Series 66 licensed financial advisor with 12 years of industry experience, currently with OSAIC since 2021. He previously worked at several firms including AdvisorNet Financial Inc. and Cetera Advisor Networks. Outside of his advisory role, Erdmann is a CPA providing tax preparation and planning through Erdmann Financial Planning LLC and also engages in fixed insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and access to third-party money managers and unified managed account solutions.

Alexander Cowan is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, and Northwestern Mutual. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered through a centralized consulting team.