Carrie Schliemann is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2009 and also worked at Bank of America since 2022. 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 a range of individual and institutional investors.

James Brennan is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a sole proprietor of a rental property in Long Lake, Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services using various investment approaches, including proprietary modeling techniques.

Katherine Manahan is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Boulay Financial Advisors, Merrill, and Victory Capital Management. Outside of her advisory work, she is involved with the Alpha Gamma Delta sorority at the University of Minnesota, where she attends monthly meetings focused on chapter goals and supports undergraduates with scholarship improvement plans; she also serves as a substitute house director for the sorority. RBC Wealth Management serves a broad client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and offers integrated capital-markets and lending capabilities.

Daniel Guibert is a financial advisor with LPL Financial in Coon Rapids, MN, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Truestone Financial Credit Union and CUNA Mutual Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dawn Krysan is a financial advisor with Morgan Stanley in Wayzata, MN. She holds a Series 63 designation and has 16 years of industry experience, having worked at Morgan Stanley Smith Barney since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ashleigh Scheidweiler is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and was previously a full-time student for nine years before joining OSAIC. OSAIC Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, institutional plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Scott Vogel is a Private Wealth Advisor at Merrill Private Wealth Management, where he advises senior executives, business owners, entrepreneurs, next-generation wealth creators, and ultra-affluent families on various aspects of their financial lives. He employs a goals-based framework to deliver holistic financial strategies, helping clients achieve their personal, professional, and philanthropic objectives. In addition to client advisory, Scott is responsible for the overall operations of his team. Scott has approximately 20 years of experience working with successful families and business owners in the investment field. Prior to joining Merrill Private Wealth Management in 2012, he served as a Portfolio Manager at Abbot Downing, a Wells Fargo business formerly known as Lowry Hill. His expertise includes family wealth management strategies, legacy planning, liquidity management, philanthropic planning, portfolio management services, and values-based investing. He holds a Bachelor of Science degree in Finance from the University of Montana and has earned both the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Scott is an active member of the CFA Society of Minnesota and participates in community initiatives such as the CFA Research Challenge and Habitat for Humanity. He lives in Delano, Minnesota with his two children and enjoys golfing, camping, woodworking, and building and flying large-scale radio-controlled aircraft.

Molly Schmitz is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise, she worked at Caterpillar Inc and Actalent and has a background that includes positions at Iowa State University, Small World Learning Center, and Farmington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized advisory team that collaborates with financial advisors and utilizes proprietary research and third-party data to develop personalized recommendations.

Shaylah Anwar is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Ameriprise Financial Services Inc. from 2018 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund. The firm uses a systematic investment process incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Adam Brady is a financial advisor with RBC Capital Markets in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked at Capsule and ICF Next and has held various roles including positions in public works and university recreation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Richard Vande Vegte is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Thrivent Investment Management. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients with customized consulting and portfolio services. The group employs a range of investment strategies, including traditional and non-traditional approaches, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerances.

John Hinz is a CFP® with 48 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. He has previously worked at Summit Brokerage Services and Summit Financial Group, and he has operated JR Hinz and Associates since 1991. Outside of his advisory work, he serves as president of JR Hinz & Associates Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform solutions.

Ryan Mead is a CFP® with three years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services and Northwestern Mutual, as well as involvement with MRK Financial Solutions. Outside of his advisory work, he has tax preparation experience and held a position with Rustic Roots Winery, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services. The firm supports over 10,000 advisors managing more than $256 billion in assets across various program structures and strategies.

Volha Siamionava is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. She has previously worked at PFK Financial Services Inc. and TCF Bank, among other firms. Outside of her advisory role, she serves as a financial advisor at PFK Financial Services, providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Steven Brandt is a CFP®-designated financial advisor with Ameriprise, based in Independence, MN, and has 23 years of industry experience. He has been with Ameriprise and its affiliates since 2012. Outside of advising, he is involved in Brandt Farms, a family business producing firewood, eggs, and produce, and serves as Vice President on the Lions Volleyball Booster Board. He also participates in a leadership advisory group for CrossFit SISU. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Todd Songstad is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has employment as a package handler with FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad array of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Justin Baker is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and over 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also associated with City National Bank. Outside of his advisory role, he serves as a coach and board member for the North Branch Wrestling Association, a nonprofit organization. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Andrew Schelitzche is a CFP® and ChFC® with 25 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at firms including Waddell & Reed, Schelitzche Group Inc., Manifest Wealth Management, and ZZ Properties LLC. Schelitzche has also owned and operated Schelitzche Group Inc. since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions through a broad network of investment adviser representatives.

Christi Carner is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutional clients, offering tailored financial planning through its network of Financial Advisors and specialized planning groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market models.

William Schwind is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2010. Prior to that, he worked at Ameriprise and Ameriprise Advisor Services from 2006 to 2010. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.