Jay Rothmeier is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory duties, he is involved with BDLR Group, Inc. as a registered team member managing an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Brian Sullivan is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Enterprise, he has worked in various roles within the brewing industry and federal agencies. Outside of finance, he is involved with Cartecay River Brewing. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Robert Macmullan is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and analyses from its Global Investment Committee.

Raj Bhattacharya is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2023, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2023. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm leverages its capital-markets capabilities and affiliated asset managers to provide integrated investment options and services.

Garret Bartel is Vice President Private Wealth Management Advisor at Fidelity Investments. He partners with clients to understand their short- and long-term family goals and works with them to develop plans that align with their needs. Garret has held several roles at Fidelity Investments, including Vice President, Wealth Planner from 2022 to 2024 and Financial Consultant from 2018 to 2022. Prior to Fidelity, he was a Senior Financial Advisor at BCU Wealth Advisors from 2017 to 2018 and a Financial Advisor at Ameriprise Financial from 2011 to 2017.

Randall Berns is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at UBS since 2006 and also has a long tenure with Piper Jaffray Inc. Outside of his advisory role, Berns serves on the board of directors for the Annandale Lion Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

David Barberot is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering a comprehensive approach to wealth and risk management for high-net-worth families, focusing on creating customized wealth management plans tailored to clients' financial situations and priorities. He provides access to the investment insights of Merrill and the banking services of Bank of America. Prior to his advisory career, David spent 17 years in corporate finance within the financial services industry. He holds a Bachelor of Science degree in Accounting and Management Information Systems as well as a Master of Business Administration degree from the University of Virginia. He served four years on active duty in the United States Marine Corps, attaining the rank of Captain. David holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is actively involved in his community, serving as the Scoutmaster of Scouts BSA Troop 102 at Our Lady of Grace and as a board member for the Folds of Honor Minnesota Chapter. He is also affiliated with several organizations including the Boy Scouts of America, Center House Association - Marine Barracks, Washington, DC, Sons of the American Revolution, and the University of Virginia Alumni Association. Outside of work, he enjoys spending time with his family, playing golf, camping, hiking, cooking New Orleans cuisine, and volunteering.

Paul Bryan is a CFP® and holds a Series 66 license, with 12 years of industry experience. He has been with Edward Jones since 2014 and is also involved with LessHay.com and Bluewater/Gogiro. Outside of his advisory role, he serves as a board member of Patriot Docks LLC, a manufacturing and importing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Comer is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Raymond James Financial Services Advisors and Waddell & Reed. Comer is also the owner of Comer Consulting, through which he delivers presentations on ethics and marketing and instructs CFP education courses. Additionally, he is a co-author and partner in Longevity Revolution Press, where he writes and promotes a book on longevity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers comprehensive financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Michael Ferrell is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2021, with prior experience at Voya Financial Advisors and the Prideaux Group. In addition to his advisory role, he operates an independent insurance agency focused on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party managers, supporting diverse investment strategies across multiple program structures.

Punitha Paustian is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets from 2009 to 2023 before joining Morgan Stanley in 2023. 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 that utilizes structured discovery conversations and firm-approved tools to model outcomes.

Jay Laramy is a CFP® professional with two years of industry experience, currently affiliated with Cetera in Plymouth, MN. He has held roles at multiple firms including Avantax Investment Services and MRK Financial Solutions. Outside of his advisory work, he is involved with MRK Financial Solutions and TruPlan Financial Planners in client service capacities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that supports both discretionary and non-discretionary account management.

Lex Yeado is Vice President and Branch Leader at Fidelity Investments, a position held since 2022. In this role, Lex oversees branch operations and leads a team focused on delivering financial planning services to clients. Prior to joining Fidelity Investments, Lex worked as a Financial Advisor at Edward Jones Investments from 2020 to 2022. Throughout their career, Lex emphasizes the importance of understanding clients' financial goals and connecting them with appropriate strategies and resources. Lex is committed to helping both clients and team members achieve their potential through careful planning and collaboration.

Francis Roche is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Oppenheimer. Roche serves as a board member of the Crestline Area Neighborhood Association in Fort Worth, TX. 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 advisory solutions based on an IPS-driven process grounded in modern portfolio theory. The firm includes a broad range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Daniel Shore is a financial advisor at Edward Jones in Minnetonka, MN, holding a Series 66 designation with 16 years of industry experience, all at Edward Jones since 2010. Outside of his advisory role, he is a co-owner of a rental property business in Brant Beach, NJ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Grant Wacker is a financial advisor with Merrill, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, Wacker serves as a trustee for the Minnesota Planned Giving Council and is a committee member of the Women’s Foundation of Minnesota Professional Advisor Network, focusing on philanthropic education and social equality initiatives. 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 strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Pamela Parliament is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, Midcontinent Communications, and CCC Information Services. Pamela is based in Wayzata, MN. Merrill 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.

Tamara Grochala is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She is based in Wayzata, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Westcott Jones is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in serving families with substantial wealth, including business owners, senior executives, entrepreneurs, and multi-generational families. With over 25 years of experience, he focuses on helping clients live their best lives and achieve their financial goals through personalized strategies. Jones and his team work closely with a limited number of clients, emphasizing collaboration with other trusted advisors to design and implement clear plans that may include asset management, tax minimization, wealth transfer, philanthropy, cash flow planning, and banking through Bank of America. His client focus areas cover corporate executive services, executive compensation, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, philanthropic planning, portfolio management, and individual and corporate investment strategy. He holds a Bachelor's Degree from Carleton College and the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jones enjoys mountain biking, snow and water sports, audiobooks, and spending time with family and friends. He has also served for 20 years as a volunteer firefighter with Medicine Lake Fire & Rescue and is a member of the CFA Society Minnesota.

Christian Ayalew is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, U.S. Bancorp Investments, and Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and use of artificial intelligence tools.