Matthew Tuccitto is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Mark Heller is a financial advisor with Wells Fargo Clearing in Shakopee, MN, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as power of attorney for his father. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings, including insurance vehicles and bank deposit sweep options.

Aaron Locke is a financial advisor with Cetera in Minneapolis, MN, holding a Series 66 designation and over 22 years of industry experience. He has previously worked at Advisornet Wealth Management and has been affiliated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, Locke coaches an 11U club fast pitch softball team. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Logan Gacke is a CFP® professional with five years of experience in the financial services industry. He is currently affiliated with Cetera and has previously worked with firms including Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he has experience in fixed insurance sales and has held roles in various other businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with services ranging from portfolio management to retirement plan consulting. The firm operates a multi-manager platform, offering clients access to a variety of investment strategies and program options under discretionary and non-discretionary authorities.

Kyle Rossiter is a financial advisor at Edward Jones in Golden Valley, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, he worked at Interpublic Group (Carmichael Lynch) for five years and held various roles at Fjorge, Robert Half, and Bad Weather Brewing. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary strategies under a fiduciary standard.

Brent Young is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP® designation with eight years of industry experience. His prior roles include positions at Raymond James, Platte Valley Bank and Investment Center, and Charles Schwab. He is also affiliated with the University of Kansas School of Business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice using a combination of proprietary research and third-party data.

Jeffrey Albin is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding a Series 63 designation and 18 years of industry experience. He has been with MML Investors Services LLC and MassMutual Insurance Group since 2011. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides educational seminars alongside its investment offerings.

Justin Feigal is a financial advisor with LPL Financial in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has previously worked at BMO Harris Financial Advisors, U.S. Bancorp Investments, US Bank, and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management.

Katje Oien is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Shaeffer is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Based in Plymouth, MN, he is part of a large network of financial advisors at the firm. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Garrit Otten is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family-focused financial planning. He partners with clients to create personalized strategies aligned with their unique goals, emphasizing trust, transparency, and open communication. His expertise spans college education planning, executive compensation, family wealth management, retirement income, tax minimization, legacy planning, and portfolio management services. Garrit holds a Bachelor's Degree from St. Olaf College and holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP®), Accredited Wealth Management Advisor (AWMA™), Chartered Retirement Planning Counselor (CRPC™), and Personal Investment Advisor (PIA). He applies his extensive industry knowledge to help clients navigate financial complexities and make informed decisions that support their families’ long-term success. Based in Minneapolis, Garrit is actively involved in his community through his participation with Orono Youth Hockey. When not advising clients, he enjoys boating, football, golfing, ice hockey, pickleball, running marathons, skiing, reading, and spending time with his wife Mackenzie, son Tripp, and their dog Kopitar. He also serves as a varsity assistant coach at Mound Westonka High School, reflecting his commitment to family and community engagement.

Kent Larson is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed at Voya America Equities, Inc. and VOYA Financial from 2015 to 2019. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jesse Polk is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 15 years of industry experience and has been affiliated with MassMutual Life Insurance Company and MML Investor Services, Inc. since 2010. Outside of his advisory role, Polk serves as Vice President and CFO at Stampings of Minnesota, a metal stamping and manufacturing company. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements without discretionary authority over client investments.

Douglas Gehrke is a financial advisor with Ameriprise in Isanti, Minnesota, holding a Series 63 designation and over 22 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he works at a retail grocery service counter. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options for clients meeting specific asset criteria. The firm combines research and modeling with advisory support and provides a broad range of brokerage and insurance solutions through affiliated entities.

Jason Beckendorf is a financial advisor at Osaic with 26 years of industry experience. He previously worked for Fortis for 24 years before joining Osaic in 2024. Beckendorf holds Series 63 and Series 65 licenses and serves as a board member for the Down Syndrome Foundation and as secretary for Building Blocks, a nonprofit supporting youth and families in North Minneapolis. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation and portfolio construction tools.

Keith Mueller is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.

William Avery is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by comprehensive research and analytics.

Scott Niehaus is a Series 66-licensed financial advisor at Thrivent Investment Management in Minneapolis, MN, with 17 years of industry experience. He has been with Thrivent and its affiliated entities since 2015. 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 addressing retirement, tax, estate, business continuation, and special needs topics, with options to combine planning with managed-account programs under consolidated billing.

Carol Mills is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Lisa Hanson is a financial advisor with Ameriprise in Oak Grove, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliates since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering detailed income and tax strategy recommendations through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to provide tailored guidance and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.