Connor De Borhegyi is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2024. Prior to joining Merrill, he held roles in music-related businesses including El Diablo Amps & Guitars and Opus Music Academy, as well as positions outside finance such as data annotation and community involvement with Robbinsdale United Church of Christ. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Braden Hubbard is a financial advisor with Ameriprise in Lino Lakes, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on managed accounts and employing algorithmic tools overseen by a dedicated committee.

Jason Bowles is a financial advisor with RBC Capital Markets in Minnetonka, MN, holding a Series 66 credential and 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, Bowles serves on the Board of Trustees for The Blake School and is Treasurer of the Sigma Pi Phi Omicron Chapter, a professional fraternity. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, alongside specialized services such as tax management and responsible investing.

Pradeep Sukhani is a financial advisor with LPL Financial, holding a Series 66 designation and with 14 years of industry experience. He has worked at LPL Financial since 2021 and previously operated Life Map Wealth Advisors LLC. His outside activities include involvement with the India Association of Minnesota and he has experience in real estate business ventures. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Brian Grahek is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2018. His prior experience includes roles at Bank of America and Merrill Lynch. He is involved in entrepreneurial investment-related ventures through GLJ Investments, LLC and Grahek GP LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels.

Riley Gannon is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at UBS Financial Services in Wayzata, MN. His prior work includes roles at Konica Minolta Business Solutions USA, Johnson Brothers Liquor Company, Excelr-8 E-Bikes, and the University of St. Thomas. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to offer tailored financial planning and portfolio management solutions.

Melissa Machlitt is a financial advisor with OSAIC in Plymouth, MN, holding Series 66 and Series 63 designations and 30 years of industry experience. Her prior experience includes roles at Advisornet Financial Partners, Cetera Advisor Networks, and Jra Financial Advisors. She is also involved in managing office space subletting through her businesses in Plymouth. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms with access to third-party money managers and a wide range of investment options.

Adelyne Salzer is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Morgan Stanley, she worked at Vertex Capital Planning and Northwestern Mutual Private Client Group. Outside of finance, she is involved as an employee at Hope Breakfast Bar, a restaurant and bar in Saint Louis Park, Minnesota. Morgan Stanley Wealth Management provides advisory programs and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets with a process that includes structured discovery and firm-approved planning tools.

Sherri Tuttle is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 26 years of industry experience. She has been with UBS since 1992. 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 uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kyle Holecek is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2021 and previously worked in various roles at Target stores from 2015 to 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Bottema is a financial advisor with UBS Financial Services in Corcoran, Minnesota, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with UBS and its predecessor Paine Webber since 1996. Outside of his advisory role, Bottema serves as a volunteer medic for the Loretto Fire Department and owns a business that manufactures and sells trail grooming equipment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and financial planning services.

Michael Krein is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and was previously with Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of advising, he serves as the President of The Willows Homeowner’s Association and is involved as a member of the Fair State Brewing Cooperative, which focuses on community volunteer work. OSAIC Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, pension, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios on discretionary or non-discretionary bases.

Adam Maki is a financial advisor with Ameriprise who holds a Series 63 designation and has 26 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2000. Outside of his advisory role, he serves as treasurer on the boards of the Northsky Road Association and Northsky Dock Association, and he is also a board member of the W.C. Heiam Medical Foundation. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Leaf is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Engage Research and Life Time Inc., and has a background that includes full-time studies and work at Fieldwork Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Jessica Larson is a Series 66 registered financial advisor with Edward Jones in Delano, MN, where she has worked since 2020. She has five years of experience in the financial industry and previously worked for 15 years at Park Nicollet Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary advisory strategies and a range of affiliated investment products. The firm operates under a fiduciary standard and supports its advisory services with a large network of financial advisors and branch offices nationwide.

Joyce Strasburg is a Series 66 licensed financial advisor at Wells Fargo Clearing with six years of industry experience. She previously worked at Wells Fargo Bank NA for 21 years before joining her current firm. 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 grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michelle Nisbet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. 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 financial planning across a broad range of topics, offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

John Jensen is a financial advisor with OSAIC based in Minnetonka, MN, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management, and has a background that includes roles outside finance such as landscape architecture and lawn care entrepreneurship. Jensen also provides notary services to clients on a voluntary basis. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable entities, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage multi-asset portfolios on discretionary or non-discretionary bases and utilizes a broad network of affiliated advisers and third-party platforms.

Rachel Radke is a financial advisor at Merrill with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Ameriprise Financial Services, LLC. Outside of finance, she has been involved with Navaree Liquors Inc. and Viterbo University. 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 range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kathleen Bright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Wealth Enhancement Advisory Services LLC, LPL Financial, LLC, and Mount Financial Services, Inc. Outside of advising, she has worked part-time serving food and beverages in a suite at ARAMARK in Minneapolis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.