Peter Kolar is a financial advisor with RBC Capital Markets based in Wayzata, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with RBC Capital Markets since 2014. Outside of his advisory role, Peter serves on the Philanthropic Advisory Council of the Masonic Institute for the Developing Brain and is a board member of the Orono Youth Hockey Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile and utilizing a range of in-house and third-party investment resources.

Brian Larson is a CFA® charterholder with 32 years of industry experience. He is currently a financial advisor at Morgan Stanley in Wayzata, MN, where he has worked since 2018. Prior to that, he held positions at Wells Fargo Advisors and Wells Fargo Clearing. Larson serves as a board member of the Excelsior Morning Rotary, a community organization in Minnesota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm employs a structured financial planning process supported by firm-approved tools and serves clients with a wide range of investment and planning services.

Rustan Thayer is a financial advisor with OSAIC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Inc. and Questar Asset Management, with additional involvement as an annuity wholesaler and insurance agent. He is engaged in selling fixed annuities, life, disability, and long-term care insurance as part of his financial planning services. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, offering both discretionary and non-discretionary management.

Jennifer Edwards is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding Series 65 and Series 63 registrations with seven years of experience at RBC and two years previously at Associated Bank. Before transitioning to finance, she worked at Burberry for four years. RBC Wealth Management serves a diverse client base including individual, institutional, and charitable clients, offering various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs both in-house and third-party investment managers to implement portfolios.

Steven Woolery is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, Woolery is also a musician who performs as a guitarist and vocalist in multiple bands. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and offering planning engagements separate from portfolio management.

Robyn Lings is a financial advisor at Equitable Advisors with seven years of industry experience and holds a Series 66 credential. She previously worked at Edward Jones for six years and Ameriprise Financial Services for one year. Outside of her advisory role, she serves as Vice President and Investment Committee member of the Superior Public Library Foundation Board in Wisconsin and is a board member of the Lake Superior Zoological Society. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, delivering both advisory and brokerage solutions with substantial non-discretionary asset management.

Heather Mootz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Lundeen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. He is based in Wayzata, MN. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Chuck Mcbeain is a financial advisor at Merrill with 25 years of industry experience and holds a Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Phillips is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*Trade Securities LLC and Scottrade, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions supported by firm-approved tools and research.

Jared Mattox is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several financial and non-financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets.

Hannah Trosen is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple Ameriprise affiliated firms since 2021. Outside of finance, she has been involved with Kelly Reeves Photography since 2017 and is a registered team member at BLDR Group, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a centralized service team for retirement advice and integrates its recommendations within a defined investment product ecosystem.

Tyler Frawley is a CFA® charterholder and holds a Series 66 designation with six years of industry experience. He has worked at RBC Capital Markets LLC since 2019 and previously at U.S. Bank from 2016 to 2019. He is based in Minneapolis, MN. RBC Wealth Management, a division of RBC Capital Markets, LLC, 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, custody, and brokerage services, tailoring strategies to each client’s Advisory Risk Profile.

Maxwell Borst is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining RBC, he worked at LoCorr Funds and held roles at several other organizations including St. John's University and LPL Financial LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and incorporates both in-house and third-party investment managers.

Molly Padmore is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2006 and has worked at U.S. Bancorp Piper Jaffray Inc since 2001. Outside of her advisory role, she has worked as a sales associate at Crate and Barrel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets, custody, and lending solutions.

Christopher Schmidkamp is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Huntington National Bank and as an independent contractor. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angela O'Leary is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and 32 years of industry experience. She worked previously at U.S. Bancorp Investments, Inc. for nine years before joining RBC Capital Markets in 2017. O'Leary serves on the board of directors and chairs the finance committee for Wayside Recovery Center, a nonprofit substance treatment center for women. RBC Wealth Management provides investment advisory, financial planning, custody, and brokerage services to a diverse client base that includes individuals, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management tailored to clients’ risk profiles and employs a combination of in-house and third-party investment managers.

Umesh Nagargoje is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously had roles at Thrivent Financial and Thrivent Investment Management. Outside of advising, he owns The Fiscals Mart LLC and has other business interests unrelated to investments. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial product sales, including insurance, and collaborates with third-party portfolio strategists and trust custodians.

Lance Steinke is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Advisors since 2024. His prior roles include positions at Bank of America, NA, and Merrill Lynch, where he worked for 15 and 17 years respectively. Outside of his advisory work, he owns a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through both meetings and written summaries.

Barbara Gapinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent two years with UBS Financial Services. 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.