Gregory Witt is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Witt serves as a committee member offering investment and economic perspectives for St. Marys Greek Orthodox Church. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs, tailoring strategies to clients’ risk profiles and utilizing a combination of in-house and third-party investment managers.

Scott Graul is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Scottrade. Outside of his advisory role, he serves as Head of Operations and Financial Planner at Sandvold Financial Group, where he oversees cash flows and manages the customer service team. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and managed account services. The firm employs various portfolio construction tools and supports multiple advisory platforms and third-party solutions.

Megan Buss is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise Financial and the University of Wisconsin-La Crosse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods and AI in research.

Ben Brucciani is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has spent his entire career since joining in 1994. As a partner of the BWA Wealth Management Group, Ben focuses on helping clients identify and pursue their goals at every stage of life. He works closely with clients to provide customized planning and portfolio strategies, leveraging the investment insights and resources of Merrill. Ben's expertise encompasses areas such as executive compensation, family wealth management strategies, liquidity management, new wealth management, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. He holds a bachelor's degree from Augsburg College and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Residing in Lakeville, Minnesota, Ben is an active member of his community and enjoys outdoor activities including skiing, hunting, fishing, biking, boating, hiking, running, soccer, and traveling. He values client service, availability, and responsiveness, and views his clients as an extended family.

Andrew Cripps is a financial advisor at Edward Jones with 26 years of industry experience. His prior roles include over two decades at Merrill Lynch/Bank of America and five years as a FINRA arbitrator. He holds Series 63 and Series 65 registrations. Andrew is also part of a private FINRA auditor pool, occasionally serving as an auditor in dispute cases. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Luke Haddorff is a Series 66-registered financial advisor with LPL Financial in Edina, MN, with two years of industry experience. His background includes roles at Gustavus Adolphus College and the USTA National Tennis Center, as well as working with Nike Tennis Camps. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Sean Endersbe is a CFP® with 10 years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Sagepoint Financial, Inc. for eight years and Comprehensive Financial Solutions for 15 years. In addition to his financial advisory work, he is the owner of an insurance advisory sole proprietorship and serves as president and CEO of an LLC that facilitates partnership operations for advisors. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party investment managers, utilizing proprietary tools and a variety of account management options.

Richard Kleber is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1998. He specializes in investment planning and portfolio management, providing advice and managing personalized or defined discretionary strategies that may include individual stocks and bonds, model portfolios, and third-party investment strategies. Mr. Kleber holds a bachelor's degree in Mathematics from St. Olaf College. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His professional focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, philanthropic planning, portfolio management, and socially responsible, values-based, and ESG investing. Richard Kleber is a member of Rotary International (Edina Noon) and serves on the board of the International Hearing Foundation. He lives in Edina, Minnesota, with his wife Elizabeth and has three grown children.

Heather Johnson is a CFP® professional with 19 years of industry experience. She has worked with RBC Capital Markets since 2017 and previously spent 11 years at Stifel Nicolaus. Outside of her advisory role, she volunteers with Prepare + Prosper, a Minnesota nonprofit focused on improving financial well-being by providing one-on-one financial guidance during tax season. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs, utilizing both in-house and third-party investment managers to implement client strategies.

Deborah Thompson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with Scholz since 2017 and PFK Management since 2015, where she provides financial planning services. Thompson also serves as a personal representative and executor in a family estate matter. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a distinctive focus on advisory relationships that support client decision-making rather than discretionary management.

Thomas Rippberger is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC. He has held roles at several firms, including Affiliated Advisors, Inc., Cetera Advisor Networks LLC, and AdvisorNet. Rippberger is a managing partner at Affiliated Advisors, LLC and a partner at Finanically Fluent Advisors, LLC, where he provides financial planning services. He also serves as an independent board member for Berger Financial Group and participates as secretary on his church endowment committee. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to institutional entities such as pension plans and corporations. The firm offers integrated brokerage and advisory services, employing sophisticated asset-allocation tools and third-party managed-account solutions to deliver tailored investment strategies.

Austin Zurn is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Bell Bank for five years. Outside of his advisory role, he is involved with Lifeworks, a nonprofit serving people with special needs. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Adam Patterson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he works part-time as a paraplanner for May Inc., assisting with trades, money movements, and client inquiries. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

Benjamin Brinkman is a financial advisor with UBS Financial Services in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Fulcrum and held roles with the Iowa Heartlanders, the University of Notre Dame, and the University of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client solutions.

Amy Johnson is a financial professional at Cetera with three years of industry experience. She holds the Series 66 designation and has previously worked at Ameriprise and Stein Financial Group. Outside of her advisory role, she is the sole owner of two real estate rental properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and leverages multiple program structures and custodial relationships.

Lori Grams is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked at LPL Financial since 2017 and previously was with National Planning Corporation and Integrated Inc, where she continues an ongoing role dating back to 1993. In addition to her advisory work, she serves as a notary. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Cooper is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Questar Capital Corporation, Questar Asset Management, and Woodbury Financial Services. He also assists with client service activities as a paraplanner at Sandvold Financial Group. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Rachel Leiendecker is a financial advisor at Ameriprise Financial Services with three years of industry experience. She holds a Series 66 credential and has been with Ameriprise since 2020. Prior to her advisory role, she worked briefly at Olson's Ice Cream and attended the University of Wisconsin Eau Claire. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Ava De Vos is a financial advisor with Cetera, holding a Series 66 designation and entering the industry in 2025. She has previously worked with Ameriprise Financial Services LLC and holds an operations administrator role at AJW Financial. Outside of financial services, her background includes a variety of roles in food service and community organizations. 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 diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Adkins is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been affiliated with Merrill since 2003 and has also worked at Bank of America, N.A. since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.