Zachariah Wylie is a financial advisor at Edward Jones with a Series 66 designation. He has experience at several firms, including SPS Commerce, Ameriprise, and Thrivent Financial. His background also includes work at Northwestern Mutual and involvement with University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ashley Stensrud is a financial advisor with RBC Capital Markets in Wayzata, MN, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America and Merrill from 2016 to 2020. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Jennifer Nelson is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial, she has held roles at Jukin Media and State Farm, among others. In addition to her advisory work, she is involved with Jukin Media in a social media capacity and maintains a longstanding role with Hilton Garden Inn. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technological tools and a large network of investment adviser representatives.

Devon Roehrich is a CFP®-credentialed financial advisor with 12 years of experience, currently serving clients at Edward Jones since 2014. He holds the Series 66 designation and is based in Minnetonka, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kathleen Soberg is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 65 licenses and with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services for business owners and other niche clients.

Marques Barnes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Bank of America, N.A. and various positions in logistics and automotive sectors. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Milissa Grimsbo is a financial advisor with LPL Financial in Maple Grove, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and BMO Bank NA. Outside of finance, she is the business owner of Grim Ink and owns a trucking company, Grimsbo Trucking Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a platform that integrates technology with a large network of investment adviser representatives.

John May Jr. is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. He has worked with several firms including AdvisorNet Wealth Partners and Cetera Wealth Services. Outside of his advisory role, he volunteers as a hockey coach for local youth teams and serves as a financial counsel member on the board of St. Jude of the Lake Catholic Church. Cetera Investment Advisers LLC operates a multi-manager platform serving a diverse client base including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services, utilizing a range of program structures and third-party managers.

Coleman Wurzer is a financial advisor at Morgan Stanley in Wayzata, MN, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2016, including roles at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers various investment and wealth management services.

Jay Untiedt is a financial advisor at Ameriprise with 14 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. Jay manages two agriculture-related business ventures, Maple Knoll Farm LLC and Maple Lane LLC, alongside his advisory role. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice.

Bryce Roufs is a financial advisor at Ameriprise in Golden Valley, MN, holding a Series 66 designation with three years of industry experience. Before joining Ameriprise, he worked at Wells Fargo Bank and was involved with Rustic Waters LLC. He is also a registered team member at BDLR Group, Inc., where he manages an advisory business outside of his primary role. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jennifer Carroll is a Series 63–registered financial advisor with Morgan Stanley in Wayzata, Minnesota. She has 21 years of industry experience and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Connor De Borhegyi is a financial advisor at Merrill, holding a Series 66 designation with two years of industry experience. Prior to joining Merrill, he worked in various roles including at El Diablo Amps & Guitars and Opus Music Academy. He has also been involved with Robbinsdale United Church of Christ. 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 model-based and discretionary investment strategies for 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 at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked with firms including Waddell & Reed and Life Map Wealth Advisors. Outside of his advisory role, he has been involved with the India Association of Minnesota and has engaged in real estate-related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing both proprietary and third-party strategies.

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 Wealth, Inc. based in Plymouth, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior work includes positions at Cetera Advisor Networks and AdvisorNet Financial Partners. She is also involved in managing an office space leasing business and holds a license to sell fixed insurance products through her entity, Machlitt Financial. Osaic Wealth, Inc. serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and third-party managers, employing firm-provided tools for portfolio construction and risk management.

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.