Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Grant Mc Elroy is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes work at Bayerische Motoren Werke AG (BMW) and multiple roles affiliated with Saint John's University and the College of Saint Benedict. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using model-driven investment approaches developed by LPL’s Research Department and third-party strategists. The firm also offers financial planning, access to third-party asset managers, and participation in a wrap program, alongside affiliated insurance and trust services.

Thomas Rossini is a financial advisor with Cetera based in Minneapolis, MN. He holds the Series 66 designation and has recently started his career in the industry. Outside of advising, he has experience working in various roles including positions in hospitality and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Ryan Golden is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2003. Outside of finance, he is also a musician who performs with clarinets, flutes, and saxophones. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Caroline Beuning is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked with firms including Securian Financial Services and CRI Securities. She is also involved with North Star Resource Group as a financial professional. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.

Thomas Berlin is a financial advisor with Edward Jones in Roseville, MN, holding the CFP® and ChFC® designations and the Series 66 license. He has six years of industry experience, including prior roles at K12 Transportation Management Services and founding Berlin Creative LLC. Outside of finance, he performs as a bassist with local music groups. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Elspeth Weis is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill Lynch since 2010. Outside of her advisory role, she works as a consultant for Beautycounter, a personal care product company. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Robert Starkey is a financial advisor at OSAIC with 29 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Securities America Advisors, Securities America, Inc., and SII Investments. In addition to his advisory role, he is licensed as an insurance agent. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Brian Baca is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has been with Wells Fargo Bank, NA since 2010 and transitioned to Wells Fargo Clearing in 2023. Outside of his advisory role, he maintains ownership of a rental property in Cottage Grove, MN. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep options.

Gary Aiken is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Cetera Advisors LLC since 2016, as well as operating Tonka Financial since 2011. Aiken serves as chair of the Golden Valley Business Council, a local business organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform allowing advisors to implement a range of portfolio strategies with discretionary and non-discretionary services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Christian Tietz is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2018. His prior experience includes four years at Robert W. Baird & Co. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Matthew Bosway is a financial advisor with Raymond James Financial in Coon Rapids, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he worked for 20 years at 3M Company and spent two years at Sunscape Landscaping, LLC. He is also employed as a wealth advisor at MissionBridge Wealth, where he focuses on prospecting for new clients and servicing existing accounts. 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, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports its services with analytical tools and a broad network of affiliated advisors.

Timothy Sellner is a financial advisor with LPL Enterprise in St. Louis Park, MN, holding the ChFC® designation along with Series 63 and 65 licenses. He has 46 years of industry experience, including extensive tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves as a trustee managing a family trust and holds power of attorney responsibilities for a family member. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed internally and by third-party strategists, with a focus on providing access to third-party asset managers and affiliated insurance and trust services.

Peyton Schuler is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, Schuler worked at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.). Outside of advising, Schuler has held various roles including positions at LifeTime Fitness, Amazon, and University of St. Thomas. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Estella Eckart is a financial advisor at Morgan Stanley in Wayzata, MN, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley and its affiliated entity since 2015. Outside of her advisory role, she serves as an executor and co-executor of estates. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

James Thiher is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1978, he has developed strategies and provided advice tailored to individuals, families, and businesses by focusing on their short- and long-term financial goals. His areas of expertise include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management, tax minimization, and retirement income. James earned his CERTIFIED FINANCIAL PLANNER® certification in 2008 and is a qualified Portfolio Manager. He manages personalized or defined investment strategies on a discretionary basis, utilizing individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds a bachelor's degree in Computer Science from Iowa State University. Residing in Orono with his wife, Donna, James is active in the community, supporting several Twin Cities nonprofit organizations such as Neighborhood House and Wishes & More. He also maintains involvement with Viterbo University and Mercy Hospital Foundation. His personal interests include football, reading, scuba diving, and traveling.

Aaron Howe is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside various portfolio customization options.

Nicholas Morland is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation with approximately one year of industry experience. His work history includes roles at Wells Fargo Clearing, Hard Work Yard Work, and Alerus, as well as multiple positions at North Dakota State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dean Ravenscroft is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and service with the Department of the Army. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Keighley Spott is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has previously worked at LaSalle St Securities LLC, Stiles Financial Services, Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., LPL Financial, and Anchor Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.