Jacqueline Larson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Baytons since 1995 and has been with RBC Capital Markets since 2008, including her current role at City National Bank since 2017. 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 wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party investment managers along with a range of portfolio management and financial planning services.

Jacob Magnuson is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential and two years of industry experience. His prior experience includes roles at Avantax Advisory Services, MRK Financial Solutions, and TruPlan Financial Planners. Outside of his advisory work, he has worked seasonally as a UPS support driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based analyses across a broad range of planning topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Melissa Moser is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017, following prior roles at Ameriprise Financial Services and Rodan and Fields. Outside of her advisory work, she serves on the boards of the St. Paul Festival and Heritage Foundation and the Juvenile Diabetes Research Foundation’s Minnesota and Dakotas chapter. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and incorporates in-house and third-party investment managers, along with options for tax management and responsible investing.

Michael Pierce is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1996, bringing extensive experience in retirement planning strategies and a focus on assisting individuals, families, and business owners with comprehensive financial planning. Michael holds a Bachelor's Degree in Finance from the University of St. Thomas and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His client focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, and retirement income. Michael is committed to working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. He participates in community volunteer work and has personal interests in biking, chess, golfing, ice hockey, reading, and skiing. Michael resides in Medina with his wife, Joni, and their sons, Ryan and Liam.

Peneal Tiruneh is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. Prior to joining Fidelity in 2025, Peneal worked at Fisher Investments, Thrivent, Thrivent Investment Management Inc, Thrivent Financial, Urban Ventures, and North Central University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios.

Matthew Tuccitto is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Mark Heller is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Investments, LLC. Outside of his advisory role, he acts as power of attorney for his father. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, 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.

Kyle Rossiter is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and joined Edward Jones in 2024. Prior to his current role, he worked at Interpublic Group (Carmichael Lynch) for five years and held positions at Fjorge and Robert Half. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brent Young is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP® designation with eight years of industry experience. His prior roles include positions at Raymond James, Platte Valley Bank and Investment Center, and Charles Schwab. He is also affiliated with the University of Kansas School of Business. 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 tailored retirement income planning advice using a combination of proprietary research and third-party data.

Jeffrey Albin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Insurance Group since 2011. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides educational seminars alongside its investment offerings.

Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Clearing. 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, third-party asset management access, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Katje Oien is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. 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 Recommendation Reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Shaeffer is a CFP® professional with 17 years of experience at Edward Jones, where he has worked since 2009. He holds the Series 66 designation and is based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrit Otten is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family-focused financial planning. He partners with clients to create personalized strategies aligned with their unique goals, emphasizing trust, transparency, and open communication. His expertise spans college education planning, executive compensation, family wealth management, retirement income, tax minimization, legacy planning, and portfolio management services. Garrit holds a Bachelor's Degree from St. Olaf College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). He applies his extensive industry knowledge to help clients navigate financial complexities and make informed decisions that support their families’ long-term success. Based in Minneapolis, Garrit is actively involved in his community through his participation with Orono Youth Hockey. When not advising clients, he enjoys boating, football, golfing, ice hockey, pickleball, running marathons, skiing, reading, and spending time with his wife Mackenzie, son Tripp, and their dog Kopitar. He also serves as a varsity assistant coach at Mound Westonka High School, reflecting his commitment to family and community engagement.

Jesse Polk is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 15 years of industry experience and has been affiliated with MassMutual Life Insurance Company and MML Investor Services, Inc. since 2010. Outside of his advisory role, Polk serves as Vice President and CFO at Stampings of Minnesota, a metal stamping and manufacturing company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements without discretionary authority over client investments.

Douglas Gehrke is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Ameriprise since 2005, initially at Ameriprise Financial Services, Inc., and continues with the firm in its current form since 2020. Outside of his advisory role, he works part-time at a grocery store meat and seafood service counter. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Jason Beckendorf is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fortis for 24 years. Beckendorf serves on the board of a nonprofit organization focused on Down Syndrome funding and acts as secretary for a nonprofit supporting youth and families in North Minneapolis. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization with a range of investment programs and maintains multiple custodial and legacy arrangements.

Keith Mueller is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

William Avery is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Colliers Securities LLC from 2014 to 2016. Wells Fargo Advisors is a national securities firm that provides 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 from Wells Fargo Investment Institute and third-party providers.