Benjamin Leistikow is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and 12 years of industry experience. He previously worked at UBS Financial Services before joining RBC Capital Markets and City National Bank in 2018. Outside of his advisory role, he owns and actively runs an online product review website, IMMENSA LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management strategies that utilize both in-house and third-party investment managers.

Michael Callanan is a CFP® professional affiliated with Cetera in Plymouth, MN, with 10 years of industry experience. He has held roles at Avantax Advisory Services and its related entities since 2016, and currently serves as a financial advisor at MRK Financial Solutions and Truplan Financial Advisors. His other business activities include providing financial planning through MRK Financial Solutions and Truplan Financial Planners. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Rachael Peraza is a financial advisor with Ameriprise in Excelsior, MN, holding a Series 63 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she assists a real estate agent with administrative and client service tasks through Rachel the Realtor LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research-based modeling and tax-efficiency analysis to provide tailored, non-discretionary recommendations in partnership with its advisors.

Lester Bolstad III is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2000. He also conducts annuity sales continuing education training as a monthly speaker. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research with fiduciary financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management solutions.

Daniel Miller is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 17 years before joining Wells Fargo Advisors in 2026. 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 uses proprietary research and tools to develop tailored recommendations for clients.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Andert is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Bremer Bank. He is also involved with Old National Bank advisor referral programs. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory, and brokerage services with both discretionary and non-discretionary management options.

Patrick Kelly is a CFP®-designated financial advisor with Raymond James Financial, based in Plymouth, MN, with 41 years of industry experience. He has been with Raymond James since 2007 and leads Patrick F. Kelly & Associates. Outside of his advisory work, he operates a storage rental business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional accounts. The firm offers tailored, non-discretionary planning and supports a range of advisory programs within a large advisor network.

Ryan Doyle is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Deluxe Corporation, Waitr Holdings/Bite Squad, UnitedHealth Group, and U.S. Bank. 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, utilizing technology-driven tools to support collaborative, goal-oriented client relationships.

Patrick Ruhland is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to joining Mass Mutual in 2021, he worked in various roles including positions at KUE Contractors Inc., Northland Country Club, and the University of Minnesota Duluth. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, utilizing firm-approved software to deliver client recommendations through annual, collaborative planning engagements.

Steven Haagenson is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Cambridge Investment Research Advisors and Accord Financial Strategies. Haagenson is also president of Accord Benefit Resources, a company focused on health insurance sales, and he has experience as an insurance agent selling life, health, disability, annuities, and long-term care products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services with an emphasis on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Matthew Ekman is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial consulting and advising, having previously held positions at E*Trade from Morgan Stanley from 2019 to 2022 and Merrill Lynch from 2017 to 2019. Matthew focuses on a goals-based approach to financial planning, partnering with clients to understand their priorities and co-creating strategies to meet their needs. He emphasizes ongoing communication and meetings to ensure clients' financial plans remain on track. Outside of his professional work, Matthew has personal interests that include family activities, fitness, parenthood, and traveling.

Erick Weeg is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at US Bank for ten years. Erick is based in Wayzata, MN. 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.

Quentin Klun is a financial advisor with Ameriprise based in Minnetonka, MN. He holds a Series 66 designation and has been with Ameriprise since 2025. His prior work experience includes roles outside of the financial industry, notably at the Original Pancake House and L.L. Bean. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Scott Fleming is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and 37 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc., SII Investments, Inc., and MN Financial Alliance. He is also an owner and advisor of Minnesota Financial Resources Inc., a financial services business that markets insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

William Mcnabb is a CFP® and holds a Series 66 license with 19 years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Bank of America and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies to clients' risk profiles using a combination of in-house and third-party managers.

Richard Mukomela is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Larson is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under a consolidated billing program called "WealthPlan."

Daniel Jackson is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with RBC Wealth Management since 2016. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies based on clients' risk profiles, utilizing both in-house and third-party investment managers.

Daniel Burfeind is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. He is based in Wayzata, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery processes and quantitative modeling tools.