Kristin Wolfe is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and four years of industry experience. She has been with RBC Capital Markets since 2018 and previously held positions at The University of Wisconsin-Madison. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients' risk profiles.

Dana Granberry is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Prior to joining RBC in 2026, Granberry worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Robert Harnett is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2003. He serves as a board member of Camp Friendship Ventures, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Marcus Schaller is a CFP®-credentialed financial advisor with 10 years of industry experience, currently working at Ameriprise in Plymouth, MN. His prior roles include positions at Integrated Equity Management and Commonwealth Financial Network. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning with written Recommendation Reports and ongoing advice based on detailed investment research and proprietary analysis tools.

Maxwell Opheim is a financial advisor with Cetera based in Minnetonka, MN, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles with Cetera Wealth Services, AdvisorNet Financial Partners, and Bar Financial Partners. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

William Folkes is a financial advisor with Primerica Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Michael Cich is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client's risk profile.

Jeffrey Belstler is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, and provides discretionary and non-discretionary portfolio management alongside financial planning and custody services.

Krystine Berens is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Guardian Resources for seven years. Outside of her advisory role, she creates training videos related to fixed indexed annuities and asset management applications. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a range of investment vehicles, with both discretionary and non-discretionary account management options.

David Mendelsohn is a financial advisor with Ameriprise in Medina, MN, holding Series 66 and Series 63 designations and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. 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 a written Recommendation Report and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Elliott Peterson is a financial advisor at LPL Enterprise with the Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved in businesses such as Bonzers on Fourth Inc and Skyline Social and Games. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches, offers financial planning and access to third-party asset managers, and operates as a broker-dealer with affiliated insurance product sales.

Lindsay Strickland is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds Series 63 and Series 65 credentials and is based in Wayzata, MN. Her career includes over a decade at RBC Capital Markets and a recent role at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, using a mix of in-house and third-party investment managers tailored to each client’s risk profile.

Fred Legrand is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding the CFP® designation and Series 63 and 65 licenses. He has 32 years of industry experience, including prior roles at Merrill and Wells Fargo Clearing. He owns FRL Investments and the FINET practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a comprehensive planning menu and integrates advisory services with other financial product sales and referral channels.

Michael Marston is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. Before joining Ameriprise, he worked at Stifel for 17 years. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Daniel Kakach is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Ameriprise, Prudential Insurance Company of America, and self-employment prior to joining Wells Fargo in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Wood is a financial advisor at Edward Jones with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, he operated a small business, Max's Mowing and More, for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Keely Clemons is a Senior Financial Advisor at Merrill Lynch Wealth Management, a role she has held since joining the company in 2006. She brings nearly two decades of experience in the financial services industry, focusing on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. Keely leverages the investment insights of Merrill and the banking resources of Bank of America to meet the varied financial needs of her clients. Keely holds professional designations as a Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her bachelor's degree in Finance from Minnesota State University in 2003. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible investing, women and wealth, tax minimization, and retirement income. Residing in Chanhassen, Minnesota with her husband and two sons, Keely enjoys activities that bring her outdoors with her family. Her personal interests include boating, cooking, hiking, reading, running, swimming, traveling, and yoga.

Nicole Wright is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. She has nine years of industry experience, including roles at RBC Capital Markets and City National Bank. She serves on the board of directors for TEAMWOMEN, a nonprofit organization, and contributes as an author to Achieving Financial Freedom. Nicole is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The team offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

James Larson is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Merrill, Minnesota Lakes Bank, and Center National Bank. Larson has been with Edward Jones since 2024. 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 programs and strategies, operating under a fiduciary standard.

Tyler Armstrong is a CFP® professional with 17 years of experience in the financial industry. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance and AdvisorNet Financial Partners. Outside of his advisory role, he is a partner in a wood decor business that sells products on Etsy. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.