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.

Colin Reilly is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and U.S. Bancorp Investments, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and fund advisory services with oversight of affiliated and unaffiliated sub-advisers.

Mary Trembley is a financial advisor with Raymond James Financial in Anoka, MN, holding Series 63 and Series 66 licenses and 33 years of industry experience. She has worked with Raymond James Financial and related entities since 2004 and has also served at First Bank Elk River since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ financial goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Linda Zimmerman is a CFP® with 38 years of industry experience and is currently affiliated with Ameriprise in Eden Prairie, MN. She has been with Ameriprise and its related entities since 1987. Zimmerman is a co-owner of Zimmerman, Wilson & Associates, where she manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 to generate tailored retirement income recommendations.

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.

Ronda Zattera is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 22 years of industry experience. Her career includes multiple tenures at RBC Capital Markets starting in 2015, with a one-year period at LPL Financial in 2021. 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 and tailors investment strategies using both in-house and third-party managers, supported by RBC’s capital-markets capabilities and affiliated asset managers.

Jeffrey Severtson is a financial advisor with Cetera, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Cetera and affiliated entities since 2013. Outside of his advisory role, Severtson owns Severtson & Associates, a financial services business based in Minneapolis. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Dominic Dowd is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He previously worked at Morgan Stanley for three years and has a background in healthcare from roles at Twin Cities Orthopedics and Minnesota Sport and Spine Rehabilitation. He holds a Series 66 designation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Michael Walsh is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Cetera Wealth Services. He is also a part owner of Vestcore Financial Group, where he manages day-to-day operations and provides brokerage and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that integrates affiliated and third-party managers across multiple program structures.

Seth Schuett is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and works out of Golden Valley, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laura Logan is a Series 66-licensed financial advisor at Ameriprise with seven years of industry experience. She has previously worked at Securian Financial Services Inc., North Star Resource Group, and Epicure US, Inc. Outside of her advisory role, Laura is involved with BDLR Group, Inc., where she manages client requests and financial planning activities. 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 retirement-income planning advice based on ongoing analysis of tax-aware withdrawal strategies and dependable income sources.

Larry Olson is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his role at Wells Fargo, he is involved with several investment-related businesses including Vista Wealth Management, Larren Investments, LLC, and Olson GP LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet certain net-worth criteria and integrates advisory services with other financial product offerings.

Lincoln Cizek is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked three years at LoCorr Funds and has an academic background from Niagara University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal planning.

Seth Warren is a Series 66-credentialed financial advisor with Ameriprise in Minnetonka, MN, bringing 14 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he owns Mainstay Strategic Partners LLC, providing consulting and small business services, and WiseBranch LLC, which focuses on coaching and consulting financial advisors and small business owners. He also serves on the board of directors for Life Raft, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers tailored retirement income planning through written recommendation reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.