Danielle Niska is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She is a senior member of the Niska Bongiovanni Group at Merrill and works closely with corporate executives, business owners, retirees, and women navigating significant life transitions. Danielle's approach involves coordinating with specialists in retirement planning, education funding, estate planning services, and lending strategies to provide personalized wealth management that aligns with her clients' unique goals. With over 30 years of experience, Danielle focuses on creating financial strategies that help individuals and families pursue long-term objectives while incorporating sustainable and socially responsible investing. Her expertise includes college education planning, divorce transition planning, executive compensation, family wealth management strategies, LGBT wealth planning, philanthropic planning, and women and wealth. She holds a Bachelor's degree in Mathematics from Saint Olaf College and has also studied at the University of Seville in Spain. Danielle holds professional designations including Certified Investment Management Analyst (CIMA) and Chartered Retirement Planning Counselor (CRPC). Outside of her professional role, Danielle is involved in community activities such as Inner City Tennis, Loaves and Fishes, the Merrill Twin Cities Diversity and Inclusion Committee, and Next Step Housing. She enjoys competitive tennis, exploring the outdoors with her husband, and spending time with their three children.

Luke Westholder is a financial advisor with Raymond James Financial in Bloomington, MN. He holds a Series 66 designation and has been in the industry since 2025. Outside of his advisory work, Westholder coaches tennis and pickleball. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a wide range of clients through an extensive advisor network.

Chase Polacek is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 66 designation and four years of industry experience. His prior work includes nine years at Target Corporation. Outside of finance, he serves as an on-ice hockey coach and instructor at The Fortis Academy and is a member of the Board of Directors for the Rensselaer Alumni Association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party investment managers.

Dylan Graber is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill, among other firms, and has held roles outside the financial sector including at Topper's Pizza and Metropolitan State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Michael Karels is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. He previously worked at RBC Capital Markets for 17 years and City National Bank for 7 years. Outside of his advisory role, Karels serves as Treasurer and board member of the Northern Clay Center, a charitable foundation in Minneapolis. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Dennis Fronning is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. His career includes roles at multiple organizations such as CHS, Lakes Area Co-op, Ashby Equity Association, John Walkup, and PFS Investments, Inc. He also serves as Board Chairman for Dalton Coop Creamery, overseeing the dissolution of the company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

William Goodnow is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of Minnesota Department of Physics and American Family Insurance. He is also the managing owner of Eternal Springs, LLC. 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 uses research-driven, diversification-based investment approaches and offers a range of brokerage and advisory solutions.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Justin Horsch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Thrivent Financial, Concourse Financial Group Securities Inc, and Innovate Financial Inc, where he provides financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options, overseeing more than $256 billion in assets.

Steven Blexrud is a financial advisor with LPL Financial in Edina, MN, holding a Series 63 designation and 23 years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance, where he worked for over a decade. Outside of his advisory work, he owns Breakthrough Table, LLC, a coaching business. 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 financial planning, advisory programs, and retirement consulting services, utilizing model portfolios and research from internal and third-party sources.

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexandra Katya Marston Akervik is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering services such as principal trading, market-making, and proprietary research to tailor client solutions.

Matthew Rosvold is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advising, he is involved as a member of Centennial Group II, LLC, which manages office space costs for advisors and staff. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with investment recommendations supported by in-house research and third-party data.

Terry Swanson is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He previously worked at Zurich Awes Wealth Management for 15 years and briefly at Commonwealth Financial Network. He serves on the Board of Directors and as Treasurer of the Seven Dreams Educational Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Forsman is a ChFC® and holds a Series 66 license. He has 18 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. He serves as a general member of the Kimble Lake Improvement District, participating in board meetings focused on managing aquatic invasive species and water quality. 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 planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services if desired.

Chase Bradshaw is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 credential and six years of industry experience. Prior to joining UBS in 2021, he worked at Edward Jones during multiple periods between 2018 and 2021. Outside of his advisory role, Bradshaw serves as a lacrosse coach at Cretin-Derham Hall. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Christopher Schwab is a CFP® with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he was with Wells Fargo Advisors, LLC for one year. He serves as trustee for his mother’s and father’s investment trusts. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support its investment approach.

Mason Kniskern is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research Inc. and Rosselot Financial Group, as well as positions outside finance such as at Deadlow Brewery and Barefoot Archery. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage channels to meet client needs.