Brian Cox is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with UBS since 1998. Outside of his advisory role, he serves as Treasurer for Northern DKE, a hedge fund. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets expertise.

Michael Theilmann is a financial advisor at UBS Financial Services with 16 years of industry experience. He has been with UBS since 2009 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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.

Thomas Prideaux is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His career includes roles at Cetera Wealth Services, Voya Financial Advisors, and leadership of his own firm, Prideaux Agency Inc. He also serves as president of Lincoln Wealth Management and holds several board positions in homeowners associations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Jayme Kruse is a financial advisor at Edward Jones in Osseo, Minnesota, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, Jayme worked at Kruse Law Firm, PLLC for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a network of approximately 23,701 advisors nationwide. The firm manages about $1.01 trillion in assets and provides a variety of affiliated offerings including mutual funds, tax-efficient services, and securities-based lending.

Shane Schiavo is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors. Outside of his advisory work, he serves as secretary for The Donegal Neighborhood HOA Board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes various advisory programs and third-party managers to tailor investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Brian Kujawa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. His prior work includes roles at Northland Securities, Inc. and Cetera Investment Services LLC. Kujawa is associated with Generations Investment Services, LLC, an entity linked 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced tools and a large network of advisors.

Michael Thorn is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 designation and with 13 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2017. Outside of his advisory role, he coaches youth wrestling through community education programs. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing a range of investment managers and programs.

Britta Sorensen is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and 17 years of industry experience. Her career includes roles at Merrill since 2014 and Bank of America since 2023, as well as brief positions at Securian Financial Services, CRI Securities, and Thrivent Investment Management. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joshua Osborne is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in mortgage finance and education roles and has been a band member for a local cover band, The Low Down, since 2016. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Aaron Barber is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors Financial Network since 2009. Barber is also a principal and trustee of Barber Financial Inc., where he maintains a significant ownership interest and manages investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Riley Howard is a CFP®-credentialed financial advisor with 22 years of industry experience, currently practicing at Wells Fargo Advisors in Wayzata, MN. He has worked within various Wells Fargo entities since 2010. Outside of his advisory role, he owns and operates R.H. Wealth Management and serves as a trustee for its related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Reid Meyer is a CFP® professional with eight years of industry experience. He is currently affiliated with Cetera and has worked at multiple firms including Fortune Financial and Securian Financial Services. Outside of his advisory role, he has held agent/broker positions in fixed insurance sales and property and casualty insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to both affiliated and third-party managers.

Darren Odonnell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He worked previously at Invest Financial Corporation before joining LPL Financial in 2018. Outside of his advisory role, he is also licensed as a real estate agent in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, combining advisory platforms with various non-advisory financial products.

Leo Brucciani is a financial advisor with Merrill holding a Series 66 credential and beginning his industry experience in 2026. His prior work includes roles at Bank of America, N.A., Jaxen Grey, and several other organizations. Outside of his advisory career, he has been involved with the University of St. Thomas and The Normal Brand. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Laurel Traxler is a Series 66-credentialed advisor with 16 years of industry experience. She has been with Merrill Lynch since 2006 and currently works at Bank of America N.A. since 2024. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates internal Chief Investment Office teams and third-party managers to implement portfolio strategies and account administration.

Connor Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience. He previously worked at Thrivent Financial and the University of North Dakota. Outside of his advisory role, he is employed as a Client Services Associate at Prosperwell Financial. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Coughlin is a financial advisor with Thrivent Investment Management in Minnetonka, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of his advisory role, he is a part-owner of a farmland rental property. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics and offers a managed-account program that can be combined with planning services under a consolidated billing option.

James Mcdonald is a financial advisor with Wells Fargo Clearing in Golden Valley, MN. He holds Series 63 and Series 65 licenses and has seven years of industry experience, all with Wells Fargo entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports over 14,000 advisors.

Brandon Howe is a Series 66-licensed financial advisor with RBC Capital Markets in Wayzata, MN, and has 17 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his financial advisory work, Howe serves as a trustee for the Mound Cemetery Association, is on the board of the Orono Softball Association, and will serve on the board of the Mound Cemetery Heritage Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Peter Knutson is a CFA® charterholder with 12 years of industry experience. He has worked at UBS Financial Services for 13 years before joining Wells Fargo Advisors in Wayzata, MN, where he has been since 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning in areas such as business-owner transitions and special-needs analysis. The firm uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.