Shawn Greseth is a financial advisor at Morgan Stanley with 30 years of industry experience. He has held positions at Merrill, Bank of America, Wells Fargo Advisors, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in agricultural ventures and investment-related business activities through several family and personal entities. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, employing structured financial planning tools and strategies without providing individual security recommendations as part of standalone planning services.

Aaron Dusek is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2017 to 2024. Outside of his advisor role, he owns and manages Dusek Ventures LLC and has a partial ownership interest in Rize Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing Wells Fargo research and planning tools to develop tailored recommendations for its clients.

Rachel Roanne Gutierrez is a financial advisor at UBS Financial Services with two years of industry experience. She previously worked at Equitable Advisors LLC and has held various roles including at University of St. Thomas and Sweet Retreat Cupcake Boutique. Outside of her advisory work, she performs occasional service and cashier duties at a local restaurant. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Samuel Birkes is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill Lynch and Bank of America. Prior to his career in finance, he was employed at Texas Roadhouse, Dollar Tree, and Lakeville North High School. 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, pension plans, charitable organizations, and corporate fiduciaries.

George Lindberg is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2025, he worked at Jackson National Life Insurance for one year and has background experience in retail and service roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Alan Sullivan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and previously at Enterprise Holdings from 2016 to 2018. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Kathryn Flom is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and having 11 years of industry experience. She has worked with Ameriprise and its affiliate since 2015. Outside of her advisory role, she owns Lumina Studio, LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Robert Wagner II is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Wagner is involved in property rental management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive, goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Jeffrey Olson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Since joining Merrill in 2000, Jeff has worked closely with affluent clients and business owners to assist in the accumulation, preservation, and transfer of wealth. His service offerings include pre- and post-retirement planning, portfolio management, tax minimization, stock option analysis, estate planning, survivorship protection, education planning, and cash management. He emphasizes a collaborative approach to wealth planning to help clients gain clarity, purpose, and confidence in their financial decision-making. Jeff’s approach includes monitoring progress and making adjustments to help clients stay aligned with their financial goals. Jeff earned a Bachelor's Degree from the University of Minnesota, College of Liberal Arts. He and his wife reside in Minneapolis with their two sons. In addition to his professional work, Jeff participates in community volunteering activities within the local area.

Nduba Namoonde is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera Wealth Services, LLC since 2013. Prior to that, he was with AdvisorNet Financial for 26 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options including model portfolios and direct indexing.

Igor Shevchenko is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Plymouth, MN, and has two years of industry experience. He has held roles within Thrivent Financial and its investment management division since 2021. Outside of finance, he was involved with South Central Minnesota Youth For Christ-Prairie River Camp from 2021 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. These services include goal-based financial planning across a range of topics without discretionary trading authority and can be combined with managed-account programs under a consolidated billing arrangement.

Todd Hanneman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services, D.A. Davidson & Co., and Piper Jaffray & Co. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition, sports and entertainment, and special-needs analysis.

Cory Dickison is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has prior experience with firms including E*Trade Securities, Bank of America, Merrill, and Huntington National Bank. Dickison is based in Minneapolis, MN. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Angela Kiefer is a financial advisor with RBC Capital Markets in Wayzata, MN, holding CFP®, Series 63, and Series 65 designations and 41 years of industry experience. She has worked at RBC Capital Markets since 2011 and previously at City National Bank. Angela is also a notary public in Minnesota. 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 provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, offering discretionary and non-discretionary portfolio management along with financial planning and custody services.

James Haugen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Prior to his advisory role, he had various engagements including time at St. Olaf College and Kinneberg Management Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

David Scott is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at LPL Enterprise and has held prior roles at Ameriprise, Edward Jones, and Farm Boy Enterprises, where he was also a business owner. LPL Enterprise serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional entities, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Joseph Delmonico is a financial advisor with Morgan Stanley in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, emphasizing structured financial planning and tailored investment solutions. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements.

Amy O'Keefe is a financial advisor with LPL Financial in Minnetonka, MN, holding a Series 63 designation and bringing 21 years of industry experience. She has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Elizabeth Larson is a financial advisor with Ameriprise in Rockford, MN, holding a Series 63 designation and 15 years of industry experience. She has been with Ameriprise and its related entities since 2010. Outside of her advisory role, she is employed as a paraplanner and office manager for Lang, Hinz & Associates through Advisors Professional Services, Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and automated tools to generate tailored retirement income plans, primarily for clients with assets held in Ameriprise-managed accounts.

Arlen Stern II is a CFP® professional with 18 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services Inc. since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on providing written recommendations and ongoing retirement income planning advice based on dependable income sources and tax-aware withdrawal strategies.