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.

John Hinz is a CFP® professional with 48 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has prior experience at Summit Brokerage Services, Summit Financial Group, JR Hinz and Associates, and Guardian Life of NY. He also serves as president of JR Hinz & Associates, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

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.

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.

Christi Carner is a financial advisor with Morgan Stanley in Wayzata, MN, holding a Series 66 credential and 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Investments. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including comprehensive financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

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.

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.

Benjamin Halloff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Morgan Stanley and has experience in the hospitality sector with McCormick's Pub and Restaurant. He also attended Colorado State University from 2022 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

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.

Brock Deering is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Rise Baking Company, CHS, Inc., General Mills, Ecolab, and the University of St. Thomas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a nationwide network of financial advisors and branch offices.

Riley Howard is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2019, following prior roles at Wells Fargo Clearing and UBS Financial Services. Howard also manages his own wealth management firm and serves as a trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Brian Stern is a financial advisor at Osaic Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018. Prior to that, he was with Signator Investors and has operated his own financial consulting practice since 2005. Stern also manages separate financial and insurance businesses under his own firms. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing discretionary and non-discretionary strategies across various account types and third-party investment programs.

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.

Christian Nelson is a financial advisor with LPL Financial in Chaska, MN, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 1999 and has concurrently maintained a role at Old National Bank since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.