Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Hope Burns is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she owns and operates several small businesses, including InstaGlam LLC, an online retailer of clothing and jewelry, and HB Holding Ventures LLC, which manages bookings; she also works as a fashion stylist for the Cabi clothing line. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Andersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Erin Theisen is a financial advisor with UBS Financial Services in Mound, MN. She holds a Series 66 designation and has 19 years of experience in the industry, all of which have been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

William Hanson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His work history includes roles at MassMutual Life Insurance Company, MML Investor Services, LLC, ADM, and Northwestern Mutual Investment Management. He also has teaching experience at the University of St. Thomas, Edina High School, and Valley View Middle School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools and offers specialized event-driven planning programs.

Izaak Herrera is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and service in the Minnesota Army National Guard. Herrera has also been involved with the YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory, offering a mix of non-discretionary and discretionary investment services supported by multi-asset model portfolios and a centralized operational structure.

Lucas Hemling is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His work history includes roles at Integrated Equity Management, Commonwealth Financial Network, Thrivent Financial, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools to develop personalized plans.

Nicole Middendorf is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at LPL Financial for 14 years before joining Raymond James in 2017. Middendorf is also an author and media entrepreneur, engaged in public speaking, content creation, and coaching through her company, Nicole Middendorf Media, and serves as president of The Live It List Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutional clients. The firm delivers non-discretionary planning and investment consulting tailored to client goals, supported by analytical tools and a large advisor network.

Andrew Gerling is a financial advisor at Thrivent Investment Management with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 66 licenses and has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Gerling is an on-call firefighter for the City of Golden Valley, a scuba diving instructor, a prize chairman for the Ducks Unlimited Lake Minnetonka Chapter, and a seaplane pilot for Adventure Seaplanes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based planning analyses across a broad range of topics, delivering written recommendations without implementation, and allows clients to combine planning with managed-account services under a consolidated billing option.

Paul Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Wayzata, MN, and has 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 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 solutions. The firm’s approach 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.

Stuart Larsen is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of finance, he is a sailing instructor and owns a music recording studio. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Grant Piller is a CFP® with 18 years of experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is president of PFG Aspire LLC, where he oversees operations, marketing, and business development. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools and offers additional services such as wrap programs, money-manager programs, and educational seminars.

Christopher Stewart is a financial advisor with Wells Fargo Advisors in Wayzata, MN, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services supported by Wells Fargo research and tools. The firm provides tailored recommendations that clients may implement through various brokerage or advisory programs.

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals 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 under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

Michael Andersen is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC and Red Pine Investment Counsel, where he was the owner of an S-Corp associated with his legacy RIA. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a broad network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Camisha Needom is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Bank of America, Ameriprise Financial Services, and Wells Fargo. Outside of her advisory role, she owns and operates a photo booth business. 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. The firm offers a range of model‑based and discretionary investment strategies supported by internal and third‑party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Vaughan is a financial advisor at Merrill with 31 years of industry experience. She holds a Series 63 designation and has worked at Merrill since 2016, previously spending two years at Morgan Stanley. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Barnett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He provides comprehensive financial services, including portfolio management on a discretionary basis through Personalized or Defined Strategies. His practice serves a nationwide clientele, including many senior-level corporate executives, with a focus on managing complex financial situations involving concentrated company equity and executive compensation. Rob began his financial services career at 18 with American Express Financial Advisors while attending the University of St. Thomas, where he earned a Bachelor's degree in Finance. He subsequently joined A.G. Edwards in 2004 and moved to Merrill Lynch in 2007. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In 2012, he contributed as a subject matter expert for the CFP Board in developing examination questions. Robert lives in Prior Lake, Minnesota, with his wife, two daughters, and two Labrador Retrievers. He is a private pilot and participates in community involvement with the Minnesota Center for Advanced Professional Studies (MNCAPS). His personal interests include ice hockey and tennis.

Alec Adelman is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Wells Fargo Clearing since 2025 and was previously with Ameriprise Financial Services LLC for five years. 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, using research and analytics grounded in diversification principles and modern portfolio theory.