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.

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.

Westcott Jones is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in serving families with substantial wealth, including business owners, senior executives, entrepreneurs, and multi-generational families. With over 25 years of experience, he focuses on helping clients live their best lives and achieve their financial goals through personalized strategies. Jones and his team work closely with a limited number of clients, emphasizing collaboration with other trusted advisors to design and implement clear plans that may include asset management, tax minimization, wealth transfer, philanthropy, cash flow planning, and banking through Bank of America. His client focus areas cover corporate executive services, executive compensation, family wealth management, legacy planning, LGBT wealth planning, managing new wealth, philanthropic planning, portfolio management, and individual and corporate investment strategy. He holds a Bachelor's Degree from Carleton College and the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Jones enjoys mountain biking, snow and water sports, audiobooks, and spending time with family and friends. He has also served for 20 years as a volunteer firefighter with Medicine Lake Fire & Rescue and is a member of the CFA Society Minnesota.

Christian Ayalew is a financial advisor at Robert Baird & Co. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, U.S. Bancorp Investments, and Wells Fargo Clearing. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, including high net worth clients, corporate and business clients, pensions, and charitable organizations. The firm employs a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, ongoing manager monitoring, and use of artificial intelligence tools.

Drew McGuire is a Planning Consultant at Fidelity Investments, where he collaborates with Wealth Planners and Financial Consultants to assist clients in developing financial plans aimed at achieving their financial goals. His role involves partnering with clients to accumulate wealth and create reliable lifetime income plans for retirement. He has been with Fidelity Investments since 2021, progressing through roles as a Financial Representative (2021-2022), Relationship Manager (2022-2023), and Planning Consultant (2024-present). Prior to joining Fidelity, Drew worked in Investor Services at TD Ameritrade from 2019 to 2021. Outside of his professional career, Drew's personal interests include football, golf, spending time with friends, traveling, enjoying lake activities, and volunteering.

Anthony Woodley is a financial professional with the Series 66 designation and four years of industry experience. He is currently with Cetera and has held roles at several affiliated firms since 2021, including Sterling Retirement Resources, where he also provides financial services. Prior to his work in financial services, he was employed at Deloitte and US Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform allowing advisors to use model portfolios, third-party managers, or bespoke strategies.

Michelle Moser is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 18 years of industry experience. She previously worked at MetLife Securities Inc. and has been with MassMutual Investors Services since 2017. Outside of her advisory role, Moser serves as the secretary of the Colonial Church Foundation, a nonprofit organization. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Karen Larson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 13 years before joining Wells Fargo in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and uses proprietary research and planning tools to develop tailored recommendations for its clients.

Jeffrey Adamson is a Wealth Management Advisor with over four decades of experience in the financial services industry, including more than 16 years at Merrill Lynch Wealth Management. He works within a team-based environment at Merrill, providing clients access to the firm's broad capabilities and the global banking resources of Bank of America. Jeff has a background in capital markets and finance, with over 20 years of experience trading a variety of securities and managing risk. He focuses on retirement planning, wealth planning, investment management, and business retirement plans, working with individuals, families, and business owners. His approach emphasizes understanding each client's unique goals and developing customized investment strategies to pursue long-term objectives. Jeff holds a Bachelor's degree from the University of Minnesota's Carlson School of Management and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his family reside in Plymouth, MN, and his personal interests include boating, fishing, and spending time with family.

James Ysebaert is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously spent 11 years at Bank of America N.A. He is the sole owner of Izzy Investment Advisors LLC, a financial services business based in Minneapolis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that address areas such as cash flow, retirement, education, and business-owner transition planning, using proprietary research and planning tools.