Brian Mikkelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior experience includes roles at National Planning Corporation and long-term ownership of B.L. Mikkelson & Associates and B.L. Mikkelsen. He has also been involved as a life insurance agent since 1981. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors, employing diverse strategies and technology tools.

William Williams is a financial advisor with Ameriprise in Deephaven, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 1989. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Ian Welsh is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and related entities since 2025 and previously worked at Ultimus Leverpoint Fund Solutions and in various roles outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies, supporting a range of investment programs and custodial arrangements.

Daniel Gieseke is a financial advisor with LPL Financial in Waconia, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2007 to 2009. Outside of his advisory role, he is involved with Prosperitas Planning, Inc., an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial products.

John Coyle is a financial advisor at Morgan Stanley with 30 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves on the boards of two community organizations involved in fundraising and support services in the Minneapolis area. Morgan Stanley Wealth Management provides comprehensive financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers a broad range of investment and financial strategies.

Brad Spencer is a financial advisor with Robert W. Baird & Co. in Independence, MN, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at CITY NATIONAL BANK and RBC Capital Markets before joining Baird in 2024. Outside of his financial advisory role, he serves as the elected Mayor of the City of Independence. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The firm offers tailored investment strategies through a combination of in-house and third-party managers, providing both discretionary and non-discretionary portfolio management along with municipal advisory and public finance services.

Ann Nygren is a financial advisor at Merrill with 12 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Merrill since 2018, following two years at Wells Fargo Clearing. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryant Stein is a financial advisor with Ameriprise in Excelsior, MN, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at The Huntington Investment Company, Wells Fargo, Merrill, and the Army National Guard. 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 with written recommendations and ongoing advice. The firm’s approach includes asset allocation strategies and Social Security claiming options, supported by investment research and algorithmic tools, and incorporates managed account assets within a defined investment ecosystem.

Patrick Sell is a financial advisor with Ameriprise in Eden Prairie, MN, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameriprise since 2017 and previously at DWS Investments Distributors, Inc. Sell is also the owner of PLGPM, a business managing his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Aaron Larson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2006, following two years at Wells Fargo Investments. Larson also owns and operates an insurance agency, WaterRock Financial, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Natthan Osterberg is a Series 66-licensed financial advisor with UBS Financial Services in St. Louis Park, MN. He has 23 years of industry experience and has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies to tailor client plans.

Craig Shaver III is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and has 42 years of industry experience. He has been with RBC Capital Markets since 2009 and previously worked at City National Bank. Outside of his advisory role, he is actively involved in managing a farm he owns. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

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.

Jeannine Lillard is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley, The Huntington National Bank, and Abott Downing. Outside of finance, she owns a business assisting individuals with home organization and has experience in project management at a hair salon. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written Recommendation Reports and ongoing advice focused on income stability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

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.

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 a Series 66 designation. Prior to joining OSAIC, she was a full-time student for nine years. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers a range of advisory and brokerage services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

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.