Bryan Taylor is a CFP®-designated financial advisor with 14 years of industry experience. He is currently affiliated with LPL Financial and BMO Harris Bank and has previously worked at Heritage Wealth Advisors and Ameriprise Financial Services. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Anthony Williams is a financial advisor with Ameriprise Financial Services in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017 and was previously affiliated with Saint Mary's University of Minnesota. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lori Joyce Driscoll is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she owns and manages a short-term rental property with a separate entrance. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm combines advanced modeling and tax-efficiency analysis and provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Derek Johns is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Thrivent and its affiliated entities since 2003, with a brief employment gap in 2019-2020. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across various planning areas without discretionary trading authority or portfolio management for institutional clients.

Sandra Mcdonald is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank since 1999 and Wells Fargo Clearing since 2016. 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 roughly $671 billion in assets and utilizes research and analytics to support diversified investment solutions.

Anna Morrison is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2014, progressing through various positions including Relationship Manager, Financial Representative, and roles focused on fraud prevention and customer response, demonstrating extensive experience within the financial services industry. Anna also worked as a Financial Advisor at Thrivent from 2024 to 2025. Throughout her career, Anna has engaged in client-focused financial planning, emphasizing conversations that help clients build plans aligned with their goals and values. She seeks to educate clients to enhance their understanding of financial options, regardless of their background or experience. Outside of her professional commitments, Anna has interests that include art, camping, family activities, outdoor adventures, softball, and table tennis.

Thomas Parker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial and PFK Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Iram Saeed is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Merrill Lynch, Pierce, Fenner & Smith Inc. and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Kathleen Mckee is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Northland Securities, Inc. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Christianna La Course is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with UBS since 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and banking solutions.

Thomas Park is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for Woodbury Financial for 21 years and Wells Fargo Clearing for 3 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a range of advisory and brokerage services delivered through a multi-advisor platform.

Alex Zachman is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and seven years of industry experience. He previously worked at American Enterprise Investment Services, Inc. and Ameriprise Financial Services from 2018 to 2021, and at RBC Wealth Management from 2016 to 2018. Outside of his advising role, he owns and actively operates a sports card dealership and serves as a head coach for the Wright County Soccer Club. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated capital markets capabilities.

Melissa Stone is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, following eight years at Morgan Stanley. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, with tools supporting both discretionary and non-discretionary portfolio strategies.

Michael Kuenster is a CFP® with 32 years of industry experience, currently working at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2004 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Kaiser is a financial advisor with LPL Financial in Oakdale, MN, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Woodbury Financial Services, Inc for 13 years and OSAIC for one year before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a broad range of investment options and operational tools.

Christopher Burque is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Minneapolis, Minnesota. He joined Merrill Lynch in 1998 and has since developed significant expertise in working with senior executives, assisting them with employee stock options, restricted stock, and managing concentrated stock positions through sophisticated hedging strategies. As a qualified Portfolio Manager, Christopher provides traditional advice and guidance, while also managing personalized or defined investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Christopher holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation following coursework through The Wharton School, University of Pennsylvania. He earned degrees in Finance, Investment Banking, Management, and Human Resources from the University of Wisconsin-Madison, where he was a member of the Golden Key National Honor Society. He is an active member of the Investments & Wealth Institute™ and contributed to the development of updated questions for the CIMA® examination. In addition to his advisory role, Christopher has held leadership positions within Merrill, including Associate Director of the Twin Cities Metro Complex and coaching roles for financial advisors and management staff. He has served on the boards of the YMCA of Dane County and held positions with United Way in Dane County and the Twin Cities. Christopher resides in Minnetonka with his wife Jill and their two children. His personal interests include boating, football, golfing, ice hockey, skiing, and spending time with his family.

Paul Melancon is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 26 years of experience in the financial advisory field. In his role as a Portfolio Manager within Merrill's Investment Advisory Program, Paul focuses on developing and implementing customized investment strategies to help clients achieve their financial goals. His approach prioritizes clients' objectives while maintaining attention to market dynamics. Paul's expertise encompasses areas such as college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds an MBA in Finance from the University of Chicago Graduate School of Business and a bachelor's degree in Finance from the University of Wisconsin-Madison. Additionally, Paul has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional activities, Paul lives in Minneapolis with his wife and two children. He volunteers at Loaves and Fishes, contributing to food preparation and distribution for those in need. His personal interests include cooking, hiking, reading, spending time with his family, and traveling.

Lucas Ratanawong is a financial advisor with Ameriprise Financial Services, LLC in Minneapolis, MN. He holds a Series 66 designation and has five years of industry experience. His background includes roles at Ameriprise since 2020 and prior work with Shoreline Sightseeing in Chicago, as well as experience at the University of Wisconsin–Madison and in local parks and education sectors. 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 retirement income planning, which delivers written recommendation reports and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies.