Brianna Kvam is a financial advisor with Robert Baird & Co. and holds a Series 66 designation. She has 18 years of industry experience, including prior roles at RBC Capital Markets and U.S. Bancorp Investments. Outside of her advisory work, she serves as president of the St. Bonifacius Fire Auxiliary, a community organization supporting the local fire department. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The team provides customized portfolio management and consulting services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Amy Thompson is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as treasurer for the Delano Girls Hockey Boosters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach 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.

Will Sherry is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in various roles, including positions at Four Seasons Hotels and Resorts and NorthRock Partners. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Isaac Foster is a financial advisor with Merrill in Wayzata, MN, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Merrill and Bank of America, he held roles at Security Benefit and worked in various other sectors including professional sports and the restaurant industry. He has also been involved in entrepreneurial ventures such as Foster Training. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a broad set of products and services beyond traditional investment management.

Kari Kraemer is a financial advisor at Merrill with 19 years of industry experience. She has held roles at UBS Financial Services and Merrill Lynch, Pierce, Fenner & Smith prior to her current position. Outside of her advisory work, she works part-time as a shopper and delivery person for Shipt. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Andrew Goulson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Wells Fargo Advisors, LLC since 2012 and Wells Fargo Clearing Services LLC since 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s IPS‑driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Loren Law is a financial advisor with Robert W. Baird & Co. in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with Robert W. Baird since 2008. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations with a range of financial planning and portfolio management services. Baird utilizes a combination of manager-traded and model-traded strategies, tax management, and internal research, managing approximately $394 billion in regulatory assets under management as of December 2025.

Luke Strom is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Cetera and has worked previously at AdvisorNet Wealth Partners and Questar Capital, among others. Strom is also a trustee for his younger brother's supplemental needs trust. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various program structures.

Yanchao Wang is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, Wang held roles at Fresh Thyme and General Mills, where he continues to work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Christopher Watkins is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves as treasurer for the Kintyre HOA and owns a business buying and selling vintage watches online. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to tailor client solutions.

Mackenzie Sowada is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Woodbury Financial Services and Sandvold Financial Group. In addition to her advisory role, she serves as Financial Planner and Marketing Director at Sandvold Financial Group, where she assists with client account services and marketing initiatives. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to construct diversified portfolios and supports various third-party services and platform transitions.

Marie Henrichs is a CFP®-certified financial advisor with 20 years of industry experience, currently with LPL Financial. Her prior experience includes roles at Financial Dimensions Group, Osaic Wealth (formerly Royal Alliance Associates), and Sagepoint Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Jason Aleshire is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he works as a fishing guide. Ameriprise is an institutional firm that offers retirement-income planning services primarily to clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers these services through a centralized consulting team in partnership with financial advisors and offers a broad range of advisory, brokerage, and insurance solutions.

Bryan Nobs is a financial advisor at Edward Jones with 26 years of industry experience. He has held his current position since 1999. He holds a Series 63 designation. Prior to his current role, he was affiliated with the U.S. Air Force, from which he officially separated in 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies alongside affiliated mutual funds and other services.

Michael Litch is a financial advisor with Cetera and holds a Series 66 designation, bringing 28 years of industry experience. He has worked with firms including Voya Financial Advisors and National Planning Corporation and has operated his own accounting and financial services businesses since 1994. He also provides accounting, consulting, and tax-related services through his CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to affiliated and third-party managers, and oversees roughly $256 billion in assets through a network of over 10,000 advisors.

Sage Banchy is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. Prior to joining OSAIC, Sage worked at Vedadi Wealth Management and Community Bank, and also has experience in various roles at Minnesota State University Mankato and other organizations. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm uses a range of portfolio construction tools and supports multiple advisory platforms, including access to third-party money managers and managed-account solutions.

Linnea Sodergren is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding Series 63 and 66 licenses and 27 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of her advisory role, she serves as a commission member for the Minnetonka Charter Commission and is president of the Beachside II-1 Homeowners Association Board of Directors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic analyses and written recommendations across multiple planning areas while keeping planning and managed-account services separate.

Clayton Knutsen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior experience includes roles at UBS Financial Services and Great Waters Financial. Outside of his advisory work, he coaches high school hockey at Blake High School. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services. The firm develops tailored recommendations using its research and planning tools, allowing clients to choose their preferred implementation methods.

Rick Patton is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Zachary Johnston is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Johnston serves as an assistant football coach at Macalester College. 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 combines research and analytics with diversification principles and modern portfolio theory to provide brokerage and advisory solutions.