Thomas Schulenberg II is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has held roles at RBC Capital Markets since 2005 and previously worked at City National Bank from 2017 to 2025. Schulenberg holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations, offering customized portfolio management, financial planning, and brokerage services through various wrap fee advisory programs.

Randolph Wilson is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following roles at At Home Living, Allianz, and Walmart. Outside of his advisory work, he engages in reselling clothes online as a weekend hobby. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

David Shestak is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Fortune Financial, Securian Financial Services, Minnesota Life Insurance, and CRI Securities. He also participates in the Catholic Financial Planners Network, a referral group for financial advisors who are Catholic. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can utilize model portfolios, third-party managers, or bespoke strategies across various program and custody structures.

Benjamin Collins is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and previously was involved with Man Cave Foods LLC for three years. He also serves as a co-trustee for a family trust in Minneapolis. 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 combines research and analytics with investment principles such as diversification and modern portfolio theory, while offering both brokerage and advisory solutions.

Conor Hentges is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Before joining Wells Fargo Advisors in 2018, he worked at Bank of America and Merrill from 2016 to 2018. 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 wide range of financial planning services, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing research and planning tools to develop tailored recommendations.

Emily Kadue is a financial advisor at Mass Mutual Investors Services in Plymouth, MN, holding a Series 66 designation with one year of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services, she worked at Regions Hospital for 12 years and was involved with FitHaus, LLC since 2020. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing ongoing financial planning, asset management, and educational seminars. The firm structures planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Garrett Anderson is a financial advisor based in Bloomington, MN, affiliated with Morgan Stanley. He holds a Series 66 designation and has 14 years of industry experience. Anderson has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and broad investment offerings.

Julie Greenberg is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2020, following six years at LPL Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

John Vaudreuil is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Candido Palomarez III is a financial advisor at OSAIC with 32 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial for 20 years. Outside of his advisory role, he manages a family financial affairs power of attorney and owns a DBA, Candido, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that can include a range of investment products managed on discretionary or non-discretionary bases.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 credential and 34 years of industry experience. He has been with LPL Financial since 2001. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Mary Monahan is a CFP® certificant with 25 years of industry experience. She currently works at OSAIC, having joined in 2023 after 22 years with FSC Securities Corporation. Outside of her advisory role, she owns Monahan Asset Management Inc., which sells life insurance and annuity products. OSAIC serves a diverse client base including individual and institutional investors, providing integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include a wide range of investment products.

Joseph Lipovetz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, NA. 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.

Heidi Droel is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple firms including CSP & Associates Inc and Principal Securities Inc. Outside of her advisory roles, she serves as an accountant for Dragon Door Publications, a fitness-related publishing company. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele ranging from individuals to institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Travis Jensen is a CFP® and holds a Series 66 license with 20 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Bank of America, N.A. and Merrill, spanning over a decade at each firm. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Casey Kreatz is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 19 years of industry experience. He has worked with Mass Mutual and its affiliates since 2016 and previously spent 11 years at Metlife Securities, Inc. Casey is also the owner of Kreatz Financial Group, LLC, a legal entity established for business purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning and event-driven services such as divorce and estate settlement planning.

Keenan Cavanor is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. He currently works at Charles Schwab, where he has been employed since 2017 across various roles, including at Charles Schwab Bank, SSB. His earlier experience includes positions at Indiana University, The Mather Group, and Ferry Capital Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within a centralized operational structure.

Spencer Fossey is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 designation. He has previous experience at Merrill Lynch and a background that includes positions at the University of Minnesota and Lakeville North High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Robert Meints Jr. is a financial advisor with OSAIC in Edina, MN, holding Series 63 and Series 65 registrations and bringing 38 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services, Inc. for 13 years. He also operates a sole proprietorship, Pathway Financial Advisors, providing guidance on insurance, fixed annuities, disability income, and long-term care as part of comprehensive lifestyle planning. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios for individual and institutional investors.

Ryan Voxland is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating 12 years of experience within the Wells Fargo organization. Voxland is involved with BSV Financial Partners, LLC and RAV, LLC, both investment-related ventures based in Wayzata, MN, in which he holds ownership stakes. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through optional brokerage or advisory programs.