Kelly Buda is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 designation and 22 years of industry experience. Prior to joining Wells Fargo in 2019, Buda worked at Allianz Life Insurance Co of North America and Questar Capital Corporation from 2011 to 2019. Outside of his advisory role, he holds power of attorney for both his spouse and sister in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering a range of investment advisory and fiduciary services. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Craig Saeger is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 credential and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has additional experience at Wells Fargo Bank NA dating back to 2012. Outside of finance, Saeger has been involved with several outdoor-related businesses since 2009, including Walleye Daddy Fishing Guide Service, Limit Creek Rod Company, and Full Throttle Outdoors. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors nationally.

Michael Munger is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on serving high-net-worth individuals and families. He joined Merrill Lynch in 2019 and collaborates as part of the Norman Munger Wealth Management Team, working alongside Katherine Norman and Tracy Manson to provide comprehensive financial strategies. Their approach emphasizes long-term planning tailored to clients' financial, philanthropic, and legacy goals, with a disciplined investment process and meticulous risk management. Prior to joining Merrill Lynch, Michael began his career at Deloitte in Minneapolis, specializing in tax strategies for families, trusts, and private businesses. Although he does not provide tax advice in his current role, his background as a former CPA from a Big 4 firm contributes to his proficiency in portfolio strategy, stock option planning, retirement and estate planning, and insurance analysis. He holds a Bachelor's degree and a Master's degree in Accounting from the University of St. Thomas. Outside of his professional work, Michael is active in the Minneapolis/St. Paul community as a volunteer with Special Olympics and Junior Achievement. He is also involved in sports as an official for high school athletics through the Suburban Officials Association. His personal interests include boating, cooking, fishing, football, golfing, refereeing, skiing, soccer, spending time with his family, and table tennis.

Samuel Locke is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Bethel University and A&E Conrad. Outside of his advisory work, Locke is involved in real estate ownership unrelated to his investment activities. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals approaching or in retirement with substantial investable assets. The firm employs research-driven, tax-efficient strategies and combines algorithmic tools with professional oversight to deliver tailored, non-discretionary recommendations.

Philipp Wagener is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Wells Fargo entities since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering diverse areas including retirement, education, risk management, and specialized planning needs.

Whitney Blasko is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Wayzata, MN. She joined the Merrill office in 2010 after beginning her career in wealth management in New York City during college. Whitney has over 15 years of experience helping clients with a holistic approach to investing and wealth management, considering the many factors that impact a client's financial future. She specializes in areas including college education planning, executive compensation, family wealth management strategies, socially responsible and values-based investing, and support for women and LGBT wealth planning. Whitney holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER® (CFP), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a bachelor's degree from Columbia University with a concentration in economics within Latin American studies. Whitney is also a member of the Columbia Alumni Club of Minnesota and the Wayzata Chamber of Commerce. In addition to her professional work, Whitney is actively involved in community organizations such as Hammer Residences, Interfaith Outreach, and the Junior League of Minneapolis. She and her husband Greg live in the Wayzata area and enjoy participating in outdoor activities including wake surfing, various styles of biking, skiing, and she is working on rediscovering her interest in golf.

Richard Faatz is a financial advisor with Wells Fargo Clearing in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Cetera. Outside of his advisory role, he serves on the finance committee of the Church of the Open Door, assisting with fundraising. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm combines proprietary research and third-party analytics to evaluate investment options and provides a range of brokerage and advisory solutions.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Dara Day is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Throughout their career, Dara has worked with firms including Davenport & Company LLC and Cardea Capital Advisors, LLC. Dara is also involved in operations at Advisornet Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Alex Hoffman is a financial advisor at RBC Capital Markets with five years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Aerotek. Outside of his advisory role, Hoffman independently creates and distributes music through major streaming platforms. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through in-house and third-party investment managers, integrating capabilities across capital markets and asset management.

Zachery Bancroft is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2025. Prior to his financial career, Bancroft was involved with the Experimental Aircraft Association from 2020 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses and written recommendations across a range of financial planning topics. The firm offers planning separately from managed accounts and does not accept discretionary trading authority for its planning services.

Cooper Lukenda is a Series 66-licensed financial advisor with Morgan Stanley, based in Wayzata, MN, and has three years of industry experience. He has been with Morgan Stanley since 2022 and previously worked at Solifi and St. Olaf College, where he also serves as an assistant men's golf coach. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including programs informed by its Global Investment Committee’s analyses.

Kevin Kuenster is a CFP® with 33 years of industry experience and is currently with Wells Fargo Clearing, where he has worked since 2016. He previously worked at Wells Fargo Investments, LLC for seven years. 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 supported by research from Wells Fargo Investment Institute.

Robin Schneekloth is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 63 and Series 65 licenses. He has 18 years of experience in the industry, including a prior role at Wells Fargo Investments, LLC. He has been with 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 combines research from its investment institute and third-party sources to support diversified portfolio construction.

Ryan Ahern is a Certified Financial Planner (CFP®) with 10 years of experience at UBS Financial Services. He has worked at UBS since 2016 and holds the Series 66 designation. Ryan is based in Wayzata, MN. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances, while offering institutional trading capabilities alongside wealth management services.

Nick Heithoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has held various roles within Fidelity since 2020, including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Representative at Northwestern Mutual in 2019. Nick works with clients of diverse backgrounds, focusing on understanding their unique financial situations and collaborating to develop clear and thoughtful financial plans. His approach aims to help clients gain confidence in their financial futures, whether they are new to planning or experienced investors. Outside of his professional work, Nick enjoys family activities, hiking, spending time at the lake, music, and pets.

Mina Basilious is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Wells Fargo Bank, N.A. from 2018 and Arab Bank from 2014. 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 supports its clients through both brokerage and advisory solutions.

D Aundre De Mars is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work history outside of finance, including roles at Luther Brookdale Volkswagen and Blue Collar BBQ. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides goal-based, holistic planning covering various financial topics, with options to combine planning and managed-account services under a consolidated billing structure.

Anthony Patridge is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 credentials and has two years of industry experience. Prior to Wells Fargo, he worked at U.S. Bancorp Investments and U.S. 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.