Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Merrill, Bank of America, and Wells Fargo prior to joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Todd Watts is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2002. Outside of his advisory work, he is involved with the Minnesota Sports Media Group. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party and proprietary investment solutions.

Sean Lutz is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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.”

Jack Flynn is a financial advisor at Ameriprise in Edina, MN, holding a Series 66 credential with four years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Bank of America, Merrill, Wells Fargo, and a period at the University of St. Thomas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering written recommendation reports and ongoing retirement income planning advice. The firm’s approach incorporates proprietary investment research and third-party data, focusing on dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Bryant Lundahl is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Equitable Advisors since 2011. Prior to the rebranding of Axa Advisors, he served at that firm from 2011 to 2020. Outside of his advisory role, he acts as successor power of attorney for his parents. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models.

Gary Wallstein is a financial advisor with Raymond James Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Raymond James Financial since 2006 and serves as an independent contractor for NorthStar Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through a municipal advisor affiliation.

Jess Troyak is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and has been with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and implementing features such as tax management and responsible investing screens.

Michelle Feiten is a financial advisor at Ameriprise with 31 years of industry experience. She holds a Series 63 designation and has worked previously at Merrill and Wells Fargo Clearing. Outside of her advisory role, she provides business management consulting focused on practice transitions and franchise consultancy. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kara Goetz is a financial advisor at UBS Financial Services with 34 years of industry experience. She has previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she is involved in caregiving and acts as a trustee and power of attorney for family-related trusts and legal matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Thomas Fox is a financial advisor with WaterStreet Asset Management LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at NEXT Financial Group and Great Lakes Atlantic Wealth Management and Advisory Partners prior to his current role. Outside of his advisory work, Fox serves as a director for Hope of Glory Ministries, where he is involved in preaching and teaching. WaterStreet Asset Management provides ongoing investment consulting primarily to individuals and high-net-worth clients. The firm offers non-discretionary, consultative services focused on financial organization, asset allocation, and retirement-plan guidance without managing assets directly or charging percentage-based fees.

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.