Edward Folisi is a financial advisor with Raymond James & Associates in Edina, MN, holding Series 63 and Series 65 credentials and 40 years of industry experience. He previously worked at UBS Financial Services for 15 years. Outside of finance, he coaches youth baseball and is involved in volleyball officiating. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm provides tailored, non-discretionary financial planning and investment consulting, drawing on diverse portfolio management styles and affiliated research.

Daniel Utoft is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union and CUNA Brokerage Services, with additional experience at Edward Jones. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Hunter Askland is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Ferguson Enterprises and Doran Companies. Outside of his advisory role, he is involved in youth soccer as a referee and coach. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services and offers a hybrid referral and implementation model that includes both advisory and brokerage/insurance channels.

David Wittenberg is a Series 66-registered financial advisor with Thrivent Investment Management, based in Bloomington, MN. He has 11 years of industry experience and has worked with Thrivent Financial since 2015. Outside of his advisory role, he serves as the secretary for the Chatterton Home Owners Association, managing meeting notes and communications for the neighborhood. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based financial planning on a range of topics, with the option to combine planning with managed-account services under a consolidated billing structure.

Kalley Leer is a financial advisor at RBC Capital Markets with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2011 and City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and supported by both in-house and third-party managers.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Brian Mikkelson is a financial advisor with LPL Financial in Eden Prairie, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He has operated his own firms, B.L. Mikkelson and B.L. Mikkelson & Associates, since the 1980s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.

Scott Munro is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. since 2025, and briefly at RBC Wealth Management in 2020. His early career includes multiple positions at the University of Wisconsin-Eau Claire and roles in various businesses unrelated to finance. 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, managing approximately $2.74 trillion in client assets with a planning process that uses structured discovery and firm-approved tools.

Mark Ogren is a Senior Financial Advisor with Merrill Lynch Wealth Management. He offers comprehensive wealth management services that begin with understanding each client's unique financial situation and priorities, then developing customized strategies that adapt to changing needs and market conditions. Mark provides access to investment insights from Merrill and banking services through Bank of America to support various aspects of clients’ financial lives. His areas of expertise include college education planning, family wealth management, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, as well as individual and corporate investment strategies. Mark holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Minnesota Duluth. Outside of his professional work, Mark is actively involved in community activities such as church and school functions, youth sports coaching, and high school football coaching. His personal interests include biking, boating, football, golfing, hunting, skiing, spending time with his family, traveling, and yoga.

Morgan Owens is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomington, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors offering a range of discretionary and non-discretionary strategies under a fiduciary standard.

Brandon Enriquez serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has accumulated over 25 years of experience in the financial services industry, with a career that includes roles such as Account Executive at Fidelity Investments, Financial Advisor positions at Transamerica, UBS, and Waddell and Reed, as well as Advisor Assistant roles at Citigroup, Wachovia Securities, and Dain Rauscher, and Broker at American Express Financial Advisors. Brandon is committed to providing sound and collaborative financial guidance tailored to the unique needs of individuals and families. He prioritizes delivering a superior level of service to help clients work toward their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Brandon has interests in fitness, football, golf, reading, traveling, and volunteering.

Michael Woods is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at Wipfli Financial Advisors, The Leaders Group, Allianz Life Financial Services, and GBS Insurance and Financial Services. Woods also works as an Associate Financial Advisor with Paragon Operations, LLC, providing client service and administrative support within the Ameriprise franchise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm delivers non-discretionary, research-driven recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and algorithmic automation.

Glory Rodewald is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Wells Fargo Bank, N.A. since 2021 and was employed by Noodles and Company from 2015 to 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics. The firm’s advisory process is IPS-driven and includes insurance-related investment options alongside traditional products.

Maggie Murphy is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation. Prior to joining UBS, she worked at GEAR Running Store and held roles at Texas Health Orthopedic Specialists and Texas Orthopedic Specialists. UBS Financial Services 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 uses proprietary research and model-based asset allocations to tailor financial plans.

Reid Saarela is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at DoorDash and has experience in education and outdoor services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jana Vaudreuil is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has held roles at UBS and Coyote Logistics, among other positions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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.

Cecelia Miller is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked in various roles including education and community center positions, as well as puzzle room operations. Miller also serves as an associate advisor at Paragon Operations, LLC, providing client service and administrative support. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan D'kae is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, Allianz Life Financial Services, and Questar Capital. He is currently based in Edina, MN. Charles Schwab serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and alternative investment options.

Bruce Olson is a financial advisor at Ameriprise with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Olson is based in Bloomington, MN. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.