Bryan Wildes is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing one year of experience to his role. His prior work includes four years at Willis Towers Watson and multiple positions at Thrivent Financial since 2018. Outside of his advisory work, he is a singer and bass player in a post-punk electronic experimental rock band and also writes and self-publishes short and long fiction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic goal-based analyses and planning without discretionary trading authority. The firm’s services cover a wide range of topics, including retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing structure.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Wangler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at J.P. Morgan Securities and The Huntington Investment Company. Outside of advising, he owns a home improvement business and works as a food delivery driver. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Antony Fisher is a Financial Advisor at Merrill Lynch Wealth Management who specializes in helping individuals and families align their current financial situation with their long-term vision for retirement. He focuses on areas such as college education planning, family wealth management strategies, employee financial health, managing new wealth, sports and entertainment, and retirement income. With experience rooted in comprehensive wealth management planning, Antony assists clients in understanding the timing and amount needed for retirement savings, spending, and Social Security benefits. He emphasizes acting with integrity and prioritizing his clients' best interests to provide clarity and confidence. Antony holds a Bachelor's Degree from Southern University and is a Personal Investment Advisor (PIA). He is a member of Kappa Alpha Psi and The Monitors Club and is involved with the Phyllis Wheatley Community Center. Outside of his professional work, Antony enjoys adventure sports, baseball, basketball, chess, football, music, pickleball, reading, watching movies, and yoga.

Shawn Wermerskirchen is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities, Inc. and Massmutual Life Insurance Co. He is also the owner of Wealth Harbor Advisory, LLC, an entity related to pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and a range of investment and event-driven planning services.

Grace Schneider is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Vector Marketing. Outside of finance, she is involved with Superior Lawn and Landscape in St. Bonifacious, Minnesota. 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. The firm manages approximately $2.74 trillion in client assets and offers a structured financial planning process utilizing firm-approved tools and modeling techniques.

John Palmatier is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously at Focus Financial for six years. Outside of finance, he has a role as a night auditor and manager on duty at a downtown Minneapolis hotel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.

John Khalil is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2023, he worked at Altacent and has a diverse background including roles in the restaurant and parking industries as well as various positions in education and sports organizations. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored investment strategies implemented through a combination of in-house and third-party managers. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services.

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Thomas Lavin is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Ameriprise in 2024, he worked at Riversource Distributors, Inc. for five years and spent time as a full-time student for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach includes a centralized service team, asset allocation analysis, and criteria requiring minimum investable assets, operating within an investment universe influenced by its affiliated product ecosystem.

Emil Fleischauer is a financial advisor with Ameriprise in Victoria, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior roles include leadership at Fleischauer Financial Management Inc. and tenure with Principal Life Insurance Company. Outside of advising, he is also an author. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Blake Wehling is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wealth Enhancement Group and Wells Fargo Bank, as well as ownership of Blake's Discount Furniture LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Sean Carolan is a financial advisor at Morgan Stanley with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1997. He holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stacy Eng is a financial advisor with Merrill in Minneapolis, MN, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has worked at Merrill since 2016. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Susan Anderson is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Anderson also operates Anderson Financial Group, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Debianchi is a financial advisor at RBC Capital Markets with a Series 66 designation. He joined RBC in 2026 and has previous experience with LPL Enterprise LLC and several other firms. Debianchi is involved with the Black, Educated, Successful, Thriving Young Male Enrichment Program, a nonprofit organization. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Andrew Meier is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and previously worked at Chicago Title Insurance Company for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Jamie Kuno is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 20 years of industry experience. He previously worked at American Enterprise Investment Services Inc. from 2020 to 2023. Outside of his advisory role, he is involved in managing a rental property. Ameriprise offers a retirement-income planning service aimed at clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, point-in-time recommendations in collaboration with its financial advisors.

Mason Mc Hugh is a financial advisor with Ameriprise in Long Lake, MN, holding a Series 66 designation and one year of industry experience. His background includes roles at Ameriprise Financial Services LLC, Rev Delivery, Royal Bank of Canada, and various positions outside finance such as at Ben & Jerry's and Adam's Moving Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise, supported by algorithmic automation and a centralized consulting team.

Adam Egan is a financial advisor with Ameriprise in New Hope, MN, holding a Series 66 designation and 13 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools with personalized advice and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.