Joseph Piche is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His prior work includes roles at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Daniel Goldsmith is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding a Series 63 designation and 15 years of industry experience. He has worked with MassMutual Insurance Company and Mass Mutual Investors Services since 2011. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including asset management, wrap and money-manager programs, and educational seminars.

Tiffany Siciliano Taylor is a Series 66-licensed financial advisor with Ameriprise in Victoria, MN, and has 13 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing 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 recommendations through a centralized consulting team.

Mark Ruark is a CFP® and Series 66 registered financial advisor with Edward Jones, where he has worked since 2016. He has 10 years of industry experience. Outside of advisory work, he is a board member of a proposed startup, Luce Line Brewing, based in Plymouth, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Nathaniel Branwall is a Wealth Management Advisor with the Blasko Wealth Management Group, where he works closely with successful professionals and business owners to navigate the complexities of their wealth. His approach begins with understanding each client's unique circumstances and goals, allowing him to craft tailored financial strategies that incorporate aspects such as equity compensation, carried interest, and exit planning into a comprehensive long-term roadmap. Nathaniel emphasizes the adaptability of financial plans, adjusting them as clients’ life circumstances evolve. He leverages the guidance of the firm's Chief Investment Office, investment specialists, and external consultants to design portfolios that align with clients’ objectives. His expertise includes college education planning, corporate executive services, executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, and tax minimization. Nathaniel holds the designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA), and he earned his Bachelor's degree from the Minnesota State College & University System. Outside of his professional role, Nathaniel lives in Plymouth and maintains an active lifestyle, enjoying activities such as weightlifting, snowboarding, fishing, and exploring local restaurants. He is engaged in community involvement through nonprofit organizations including the American Foundation for Suicide Prevention and serves as a Board Member of the Norske Torske Klubben.

Christopher Dahlquist is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 28 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Dahlquist serves as a board member and vice president of the Minnesota NHL Alumni Association, where he helps oversee charitable giving and event coordination. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Falldin is a financial advisor with Ameriprise in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Morgan Stanley and its affiliated entities, where he worked from 2002 to 2020. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Schuyler Woodhull III is a financial advisor with Mass Mutual Investors Services in Plymouth, MN, holding Series 63 and Series 65 designations and brings 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Resources from 2006 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to support collaborative, annual financial planning engagements.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

Daniel Anderson is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Dante DAquila is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop unique financial plans and investment strategies. He focuses on understanding each client's individual situation and simplifying complex financial concepts to aid informed decision-making. Dante has gained extensive experience in the financial industry through various roles, including Investment Consultant and Investment Solutions Representative at Fidelity Investments, as well as Senior Internal Consultant at Janus Henderson Investors. His background provides him with insight into handling both straightforward and complex financial situations. Outside of his professional work, Dante enjoys activities such as fishing, golf, movies, music, snowboarding, and traveling.

Thomas Fox is a financial advisor with WaterStreet Asset Management LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked at NEXT Financial Group and Great Lakes Atlantic Wealth Management and Advisory Partners prior to his current role. Outside of his advisory work, Fox serves as a director for Hope of Glory Ministries, where he is involved in preaching and teaching. WaterStreet Asset Management provides ongoing investment consulting primarily to individuals and high-net-worth clients. The firm offers non-discretionary, consultative services focused on financial organization, asset allocation, and retirement-plan guidance without managing assets directly or charging percentage-based fees.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.