Patrick Wight is a financial advisor with Cetera in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial, VPWM Advisors, and Mill City Financial Partners, where he is currently a partner. Outside of advising, he manages Wight Brothers LLC, which holds mineral rights. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joseph Johnson is a financial advisor at Cetera with 34 years of industry experience. He is a Series 63 license holder and has been affiliated with Cetera and its related entities since 2013. In addition to his advisory work, he owns Johnson Advisors Limited, a financial services firm, and serves as a health insurance agent for members of the American Council of Engineering Companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and oversight structures.

Wendy Oldendorf is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at UBS since 2006 and has prior experience with Piper Jaffray Inc., Dain Bosworth Incorporated, Byeslys, and Chip Rice BC Financial. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tiffany Fahnhorst is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in working with individuals, families, and business owners to build, preserve, and transition wealth with clarity and confidence. Tiffany's approach is centered on disciplined planning, clear communication, and building trust over time. Her career began in residential real estate development, and in 2007, she joined her father in his wealth management practice. This experience helped her develop a long-term, relationship-driven method of advising clients across generations. Tiffany holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Colorado System. Outside of her professional work, Tiffany is involved with the Edina Football Association and Our Lady of Grace Catholic Church. She is also a mother to her son Nolan, enjoys coaching football, playing tennis, volunteering at church, and spending time outdoors with her dogs.

Charles Kretschmer is a CFP® professional with eight years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include seven years at First Light Asset Management LLC and two years at Ameriprise Financial Services Inc. He also has experience in academia from Saint John's University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Josh Fussy is a financial professional with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with several Cetera affiliates since 2022 and also holds a role as a client administrator at AdvisorNet Financial Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a wide range of portfolio management and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Steven Hebert is a CFP® professional with 33 years of industry experience, currently serving at Ameriprise since 2014. He has a background that includes providing training and support on Ameriprise technology tools and processes, as well as operating an audio production and voiceover business. Based in Minneapolis, MN, he holds a Series 63 license. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce written Recommendation Reports in collaboration with clients’ financial advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jennifer Laitinen is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. She has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Outside of her advisory role, she works part-time as a bartender at The Lookout Supper Club. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and tailors strategies based on each client’s Advisory Risk Profile.

Nicholas Kruell is a CFP® professional affiliated with LPL Financial, with 17 years of industry experience. He has held roles at multiple firms including Ameriprise Financial, Northwestern Mutual, and Waddell & Reed. Kruell is involved with Blue Heron Professional Group, LLC and Blue Heron Tax Services LLC, which include tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Derek Drees is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at ADP and in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Benjamin Beuning is a CFP®-credentialed financial advisor with six years of industry experience. He currently works at Cetera and has previously been affiliated with Avantax Investment Services and RGW Wealth Management, where he has also engaged in marketing activities including PR releases and website maintenance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions, combining discretionary and non-discretionary services across multiple program structures.

Mark Stephan is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Courtney Martineau is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Morgan Stanley in 2025, Martineau worked at Merrill from 2021 to 2024 and UBS Financial Services from 2015 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support financial plans.

Lucas Ciabattoni is a CFA® charterholder with four years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance since 2021, following a four-year tenure at Allstate Investments. Prior to his advisory career, he attended the University of Wisconsin - Madison. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing structured, collaborative planning engagements that utilize firm-approved analytical tools.

Brandon Navara is a financial advisor with Robert W. Baird & Co. in Mahtomedi, MN, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Robert W. Baird since 2013. He works within The DDK Group, a team in Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized consulting and portfolio services, including financial planning and discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

John Dubbe is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Dubbe is involved in mortgage and real estate services through John Dubbe Realty and also solicits disability insurance business with the Eugene Cohen Agency. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers. The firm’s integrated platform combines adviser programs with brokerage and insurance product sales, supported by research and discretionary management options.

Cassidy Burns is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Baird since 2018, following prior roles at IMST Distributors, LLC and Riverbridge Partners, LLC. Burns serves as chair of the Investment/Finance Committee for Interfaith America and participates on the investment committee for St. Martins by-the-Lake Church. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing internal research, manager selection, and strategies including model- and manager-traded SMAs.

June Kronenberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Kronenberger serves as co-executor for an estate in Decorah, Iowa. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brent Rice is a Senior Financial Advisor with Merrill Lynch Wealth Management. With a focus on personalized wealth management strategies, he helps clients navigate complex financial landscapes by understanding their full financial picture and unique goals. Brent specializes in areas including divorce transition planning, small business strategies, and retirement income. Brent holds a Bachelor's Degree from Grand View College and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He emphasizes a holistic approach to financial advising, working closely with clients to develop customized strategies that align with their long-term objectives. In addition to his professional work, Brent participates in community activities such as coaching youth baseball and is affiliated with Grace Church. His personal interests include biking, golfing, hunting, and running.

Erik Rosvold is a CFP® professional with 28 years of industry experience, currently advising at Ameriprise in Edina, MN. He has been with Ameriprise and its affiliated entities since 2000. 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 recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.