Mark Ruark is a CFP® and holds a Series 66 designation with Edward Jones in Chanhassen, MN. He has nine years of industry experience, all with Edward Jones, where he has worked since 2016. Outside of his advisory role, Ruark is a board member of Luce Line Brewing, a proposed startup in Plymouth, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nathaniel Branwall is a Senior Financial Advisor with the Blasko Wealth Management Group at Merrill Lynch Wealth Management. He works closely with successful professionals and business owners, focusing on integrating equity compensation, carried interest, and exit planning into tailored financial strategies. Nathaniel emphasizes the importance of creating financial plans that evolve with clients' changing circumstances and goals. His areas of expertise include college education planning, corporate executive services, executive and equity compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. He holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Nathaniel holds a Bachelor's Degree from the Minnesota State College & University System. Outside of his professional role, he maintains an active lifestyle pursuing activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is involved in community efforts including serving as a Board Member of the Norske Torske Klubben and supporting the American Foundation for Suicide Prevention (AFSP).

Christopher Dahlquist is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Dahlquist is a board member and vice president of the Minnesota NHL Alumni Association, where he participates in charitable decision-making and community events. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

John Falldin is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2020. Outside of his advisory role, he has provided a mortgage loan to a family member. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations primarily for clients holding Ameriprise-managed accounts.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Schuyler Woodhull III is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 designations and brings 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Resources from 2006 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to support collaborative, annual financial planning engagements.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dante DAquila is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop unique financial plans and investment strategies. He focuses on understanding each client's individual situation and simplifying complex financial concepts to aid informed decision-making. Dante has gained extensive experience in the financial industry through various roles, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Senior Internal Consultant at Janus Henderson Investors. His background provides him with insight into handling both straightforward and complex financial situations. Outside of his professional work, Dante enjoys activities such as fishing, golf, movies, music, snowboarding, and traveling.

Thomas Fox is a financial advisor at WaterStreet Asset Management LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at NEXT Financial Group and Great Lakes Atlantic Wealth Management and Advisory Partners. Outside of his advisory work, he serves as a director for Hope of Glory Ministries, a nonprofit focused on preaching and teaching the Bible. WaterStreet Asset Management provides investment consulting services primarily to individuals and high-net-worth clients on a non-discretionary, consultative basis. The firm emphasizes tailored guidance and periodic reviews without managing client accounts directly or charging fees based on assets under management.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.