Alexander Whitney is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and has been with RBC Capital Markets and its affiliated entities since 2018. Whitney serves on the board of directors for Hixon Properties, Inc., a family-owned real estate development company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Lisa Nelson is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory work, she is involved in cosmetic and personal care product sales through her ownership of BlueStone Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing written, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Possis is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base that includes individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, using both in-house and third-party managers and customizable investment solutions.

Davis Klund is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as a Financial Solutions Advisor at Merrill Lynch in 2023 and as a Financial Advisor at Equitable Advisors from 2021 to 2023. His professional experience encompasses a range of financial advisory and planning services. Davis holds a California Insurance License, supporting his work in financial and insurance planning. He is motivated by personal experiences with family financial challenges and is committed to assisting clients in pursuing their financial goals through tailored support and connections. Outside of his professional life, Davis enjoys fitness, football, social events with friends, movies, and snowboarding.

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets activities as part of its platform.

Ann Kirchner is a CFP® professional with 14 years of industry experience, currently serving at Thrivent Investment Management in Golden Valley, MN. She has been with Thrivent Financial and Thrivent Investment Management Inc since 2016. Outside of her advisory role, she manages a rental property for her family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account programs while maintaining separation between the two services.

John Bennett is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Bennett is also the CEO of Bennett, Mastin, Kosmak, Inc., where he is involved in business development, coaching, and support, and serves as president of Bennett Financial Group, Inc., providing financial consulting and mortgage referral services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment program options featuring both discretionary and non-discretionary management, with access to affiliated and third-party managers on a multi-manager platform.

Fizal Kassim is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors for nine years. He is also involved in insurance sales, focusing on life, health, and annuity plans. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing a variety of investment tools and portfolio management strategies.

Mitchell James is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including as a hockey goalie coach with Devenir Goaltenders, a position he has held since 2017. Outside of finance, he continues to coach hockey players. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement support, and access to asset management through a range of third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to clients’ goals and risk tolerance.

Glynne Bassi is a CFP® with seven years of experience in financial services. She is currently with Morgan Stanley, having worked there since 2023, and previously was with Edward Jones from 2018 to 2023. Bassi serves on the board of the Edina Federated Women's Club, a philanthropic organization in Minnesota. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and scenario modeling, with services delivered through its Financial Advisors and Estate Planning Strategies Group.

Lyndsay Jankowiak is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank. 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 services. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mallory Vacek is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Mallory worked at Polaris Inc. and spent four years in academic roles at the University of Minnesota and Waconia High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Blake Sandvold is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. He serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment solutions.

Ryan Woytcke is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 23 years of industry experience. He previously spent 20 years at Crown Capital Securities, LP and has been involved with Financial Success Ltd. since 1999. Outside of advising, he is engaged in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by both discretionary and non-discretionary management.

Elle Miller is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Lucid Holdings, LLC for four years before joining UBS in 2020. Miller serves on the board of the Wayzata Rotary Club, a humanitarian service organization, where she holds the position of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Christine Zuck is a CFP® professional with 26 years of experience in financial services. She currently serves as a financial professional at Bar Financial Partners by Cetera and has previously worked at firms including LPL Financial, Frandsen Financial, and Investment Centers of America. Outside of her advisory role, she volunteers providing tax preparation and financial planning for low- and moderate-income individuals and participates on the advisory board of a startup company. Cetera Investment Advisers LLC is an SEC-registered firm that delivers investment advisory and financial planning services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a range of portfolio management options and access to third-party money managers.

Taylor Bacchus is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at Isaacson & Associates American Family and NorthStar Ford. 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 offers a range of brokerage and advisory solutions and uses research and analytics to guide investment decisions.

Nicholas Larson is a Series 66 licensed financial advisor at Wells Fargo Advisors with one year of industry experience. His prior roles include positions at UBS Financial Services, OSAIC Wealth Inc, Moylan Kropp, and Renaissance Financial. He holds experience from the University of Nebraska–Lincoln as well. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning along with specialized services such as business-owner transition, sports and entertainment, special-needs, and divorce planning.

Jeffrey Ament is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets Inc. Outside of his advisory role, he owns businesses involved in horse leasing and recreation, and serves as treasurer of a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.