Christopher Kruse is a financial advisor with Edward Jones in Wayzata, MN, holding CFP® and Series 63 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as chairman of the board of deacons at St. John's Lutheran Church and has been involved with the Rotary Club of Monticello as a past president and board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Natalie Brinkman is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2012. Brinkman is also involved as an owner of K & N LLC and serves as an independent contractor and insurance agent with CYCAP Insurance LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a variety of investment management options.

Kelli Puhl is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and 14 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves on the Board of Directors for the Wayzata Country Club and is named as a successor trustee for a private family trust. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets services integrated with proprietary research and institutional trading capabilities.

Shannon Bugnon is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill for a total of 20 years, with a one-year tenure at RBC Capital Markets in between. Shannon is based in Minneapolis, MN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s platform, which provides access to a wide range of products and services beyond traditional investment management.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Todd Mensing is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Pruco Securities LLC, Timber Ghost Realty, and Whitetail Properties. Outside of his advisory work, he is involved with National Realty Guild in mortgage and real estate services and works as a substitute teacher at Zen Educate. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Ryan Strange is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked at Avantax Investment Services and Avantax Advisory Services for 14 years and is the owner of PierrePonte Planner Solutions LLC, a financial services business he founded in 2009. He also serves as secretary of MFG Financial Advisors, a shared services company for financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with both discretionary and non-discretionary program options.

Elizabeth Engelmann is a financial advisor with UBS Financial Services in Wayzata, Minnesota, holding a Series 66 designation and 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she serves as a trustee for several family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and capital market insights to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Nicholas Bormann is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as treasurer for BB Pine Lane Trust LLC, a trust focused on estate planning related to managing tax payments and operating expenses for a cabin. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Brendan Sheehan is a financial advisor with Merrill in Maple Grove, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Lululemon, and Pruco Securities LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

James Householder Jr. is a financial advisor with OSAIC, holding a CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including long-term roles at Fortis Investors, Inc. and service in the U.S. Naval Reserves. In addition to his advisory work, he is involved in insurance sales, tax preparation, and serves as a co-trustee of his parents' trusts. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services, utilizing asset-allocation tools and third-party managers across various investment platforms.

Isaac Bolger is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial and its investment management division since 2018. Prior to this, he worked at the Mediterranean School of Business for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across various financial topics. The firm offers clients the option to combine planning with managed-account programs while maintaining separate services and does not provide portfolio management for institutional clients.

James Lukanich is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisor role, he is the owner and trustee of Vista Wealth Management, a financial practice based in St. Paul, MN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, using proprietary research and planning tools, with an emphasis on tailored recommendations and a variety of specialized planning areas.

Jeremy Jung is a Certified Financial Planner (CFP®) with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Best Buy and Cabelas. Outside of his financial advisory work, he owns a cabin rental property in Crosslake, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, affiliated mutual funds, and overlay tax-efficient services.

Wendy Meyer is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016, following prior work at Bank of America N.A. She is based in Wayzata, MN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of investment products and services.

Susan Litecky is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Jennifer Haas is a financial advisor at Raymond James Financial with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Cetera and AdvisorNet Financial. Haas serves as chief operating officer and secretary for AdvisorNet Financial and is involved in multimedia communications supporting financial advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, mostly non-discretionary advisory solutions, including a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jonathan Benge is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for 12 years and has been affiliated with PRG Financial since 2002. Outside of his advisory role, he is a co-owner of Forestview Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Matthew Lewis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at RBC Capital Markets and Ameriprise Financial Services, where he worked for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research from in-house and third-party sources.

Maren Flinn is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2013 in various roles and is also a registered team member at TC Trailmarkers LLC, a non-investment-related business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.