Michael Hanley is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with various divisions of Morgan Stanley since 2007, including the Private Bank since 2015. Outside of his advisory role, he serves on the Finance Committee of the Minnetonka Yacht Club and is a partner in Chaos II, LLC, a recreational venture. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Paul Bayer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Paul Thurin is a financial advisor with Ameriprise in Edina, MN, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Ameriprise in 2020, he worked at New Horizons and has experience in other roles including team membership with AFA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with strategies including tax-aware withdrawals and Social Security options. The firm’s approach involves a centralized service team that collaborates with advisors to produce written recommendation reports based on investment research and algorithmic tools.

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over 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, and operates under a fiduciary standard.

Daniel Moran is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1988, following in the footsteps of his father, Dan Moran Sr., who worked with the firm for 38 years. As a second-generation advisor, Daniel brings extensive experience in wealth management and investment advisory services. He holds a Bachelor of Arts degree from St. Olaf College, where he also continued his hockey career after graduating from Edina West High School. Daniel has earned the designation of Personal Investment Advisor (PIA). Beyond his professional role, he serves on multiple boards and provides financial support to various organizations including The St. Paul Seminary, Our Lady of Grace Church, The Catholic Services Appeal, and several others within the Catholic community. He also engages in pheasant and duck hunting, golf, physical fitness activities, Bible study, and spending time with his family.

Christopher Forsberg is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Outside of his advisory role, he is a freelance violinist. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including financial planning, portfolio management, and capital markets services.

Stephanie Betz is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Wealth Management since 2006. Outside of her advisory role, she has been employed at J.Crew since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles, utilizing a combination of in-house and third-party investment managers.

Elizabeth Heidemann is a Series 66-licensed financial advisor with Morgan Stanley in Bloomington, MN, where she has worked since 2014. She has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Mark Sunberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held roles at Cetera since 2013 and is the owner of Sunberg Capital Partners, Inc. Outside of his advisory work, Sunberg is a co-owner of Red's Savoy Pizza, a restaurant in St. Paul, MN, and serves as vice president and board member of Discern Capital Inc, a holding company for private investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

Stephanie Walz is a Series 66-licensed financial advisor at Fidelity with 13 years of industry experience. She has been with Fidelity Investments and its affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Charles Juckniess is a financial advisor at Morgan Stanley with Series 66 registration and one year of industry experience. His prior roles include positions at First Round, Old National Bancorp, and Bearpath Country Club, as well as several years in education at Creighton University and Benilde St. Margaret's. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Jason Halada is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Charles Schwab in Edina, MN. He has been with Charles Schwab Bank and Charles Schwab & Co. since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory, custody, and order-routing infrastructure.

Dennis Rowland is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory work, he sells a private sports card collection on eBay. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis 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.

Peter Jandric is a financial advisor with Robert W. Baird & Co. in St. Paul, MN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James Financial Services and Bremer Bank. Outside of his advisory role, he owns and manages three residential rental properties in St. Paul. He is part of The DDK Group at Robert W. Baird, which serves individuals, families, pension plans, corporations, and charitable organizations through a range of financial planning and portfolio management services tailored to client goals and risk tolerances.

Charles Wiestling is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Fat Lorenzo's for six years and attended the University of Minnesota–Twin Cities for four years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers, and manages a substantial portfolio on both discretionary and non-discretionary bases.

John Mclean is a Series 66-licensed financial advisor with Raymond James & Associates, based in Edina, MN, and has 13 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Crowley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked with The Leaders Group Inc and Diversified Brokerage Services Inc before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Michael Ryan is a financial advisor at OSAIC with 25 years of industry experience. He held a 15-year tenure at Woodbury Financial Services, Inc. before joining OSAIC in 2024. Ryan holds Series 63 and Series 66 licenses and operates a sole proprietorship, Mike Ryan Financial, where he provides traditional life, disability, and long-term care insurance services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of advisers, utilizing asset-allocation tools and multiple third-party platforms to construct portfolios across various asset classes.

Frank Bevsek is a financial advisor at Robert Baird & Co. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 1992. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.