Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley in various capacities over his career. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

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.

Patrick Hagan is a financial advisor at Ameriprise with 37 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to his current role starting in 2020, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has business interests including ownership in West Metro LLC, which manages office expenses for Plymouth Advisors, and involvement with Smokehouse Brewpub, a microbrewery and restaurant in Minneapolis. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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 financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He previously worked at Raymond James Financial Services and Waddell & Reed, and has owned Comer Consulting since 2003, where he delivers presentations on ethics and marketing and teaches continuing education for CFP professionals. Comer is also involved in authoring and promoting the book "Join the Longevity Revolution" through Longevity Revolution Press. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive technology tools and a broad network of over 22,800 advisors.

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.

Thomas Thiher is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Pruco Securities, LLC and The Prudential Insurance Company of America. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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 in Wayzata, MN, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior work includes roles at Oppenheimer, Robert Baird & Co., and RBC Capital Markets. He serves as a board member of the Crestline Area Neighborhood Association in Fort Worth, TX, where he participates in discussions on community zoning, noise, parking, and budgeting. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and diversification-focused investment evaluation.

Daniel Shore is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010, following a one-year tenure at Morgan Stanley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, investment options, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

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.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.