Bryce Wergeland is a Series 66 licensed financial advisor with LPL Financial in Bloomington, MN, where he has worked since 2010. He has 20 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Harrison Weems is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to this, he worked at St Michael Car Care Center and Charter Nex Films. Mass Mutual Investors Services, LLC is 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 provides collaborative financial planning engagements using firm-approved software and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles, including Financial Consultant and Investment Consultant. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and is licensed in insurance in California. Prior to joining Fidelity, Charles worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. Charles specializes in helping individuals and families simplify their financial lives by providing personalized guidance and financial strategies focused on clients' goals and priorities. He works with clients on retirement preparation, wealth growth, and navigating life transitions, offering straightforward advice and collaborative planning to facilitate informed decisions. Outside of his professional work, Charles enjoys cooking and baking, spending time with family, fitness activities, exploring food, playing golf, and caring for his pets.

James Grotz is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 53 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has also worked as a non-variable insurance agent since 1990. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Matthew Bouts is a financial advisor with Ameriprise in Mound, Minnesota, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he provides coaching and consulting services to CPAs and accountants through his own consulting business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team that combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Rebekah Hartmann is a Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to understand what matters most to them and helps develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Her advisory services encompass general investing, retirement planning, saving for unexpected events, and she provides access to specialists for banking, credit, home financing, and small business solutions. Rebekah's expertise includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, as well as socially responsible, values-based, and ESG investing. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her educational background consists of a Bachelor's Degree from Iowa State University, a Master's Degree from Colorado School of Mines, a Doctor of Veterinary Medicine from Colorado State University, and an MBA from the University of Missouri System. She is a member of several professional organizations, such as the American Veterinary Medical Association, Eden Prairie Chamber of Commerce, Minnesota Veterinary Medical Association, National Association of Women Business Owners, and the Quorum LGBTQ+ and Allied Chamber of Commerce. Rebekah participates in community involvement with Bank of America, the Minnesota Veterinary Medical Association, and the University of Minnesota Landscape Arboretum. Her personal interests include biking, gardening, hiking, horseback riding, music, and reading.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.

Reeve Holmquist is a financial advisor with LPL Financial in Bloomington, MN, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Waddell & Reed and Messerli and Kramer. He also has experience outside finance, including employment at Kilroy's Sports Bar and Mayflower Moving Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Andrew Osland is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc., as well as operating Oz Cycles LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering 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 delivers these services through a centralized retirement-income consulting team in partnership with its financial advisors.

Kumi Goaneh is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining RBC in 2018, Kumi worked at NYLIFE Securities LLC and New York Life Insurance Co., and earlier was with Highland Management. Outside of finance, Kumi was involved with Lux Looks Beauty LLC for fourteen years. RBC Wealth Management serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations, offering tailored investment strategies and a range of advisory programs that integrate both in-house and third-party portfolio managers.

Ashraf Hassan is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Wells Fargo Bank, NA, Northland Securities, Inc., and J.P. Morgan Securities LLC. Hassan has also been involved with various businesses outside the financial sector, including DoorDash and Fogo De Chao. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment and retirement plan offerings.

Timothy Connolly is a financial advisor with Ameriprise in Fridley, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Katie Merritt is a financial advisor with Wells Fargo Clearing in Minneapolis, Minnesota. She holds Series 65 and Series 63 licenses and has been in the financial services industry since 2016, with prior experience at First American Title Insurance Company and Wells Fargo Bank. 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 offers both brokerage and advisory solutions, leveraging research and analytics to provide diversified investment options within available plan platforms.

Phillip Macdougall is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments and its affiliates since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations.

Zachary Schillinger is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bremer Bank and the University of St. Thomas. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing a range of LPL-sponsored programs and endorsed third-party managers.

Shane Wendt is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 27 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he is the owner of MAX GUNFLINT LLC, a custom and branded apparel, accessories, and gifts business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and various types of plans and organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Zachary Holloway is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Edward Jones, and Advisornet Wealth Management. Outside of his advisory role, he is qualified as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

Paul Youngs is a CFP® with 20 years of industry experience and has been with Edward Jones since 2008. He holds the Series 66 designation and is based in Shakopee, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.