Alexander Johnson is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2025. Prior to entering the financial industry, Alexander worked at Discount Tire and various community organizations. 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 employs over 14,000 advisors, offering a range of brokerage and advisory solutions supported by in-house and third-party research.

Marcus Waterbury is a financial advisor with Morgan Stanley in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an author and serves as a forward for a book with Bachrach & Associates, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual 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 services that include both direct client planning and corporate financial planning agreements.

Max Mattila is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been part of The Mattila Wealth Management Group since 2013. He focuses on providing multigenerational financial solutions tailored to each client’s risk tolerance, time horizon, liquidity needs, and investment goals. His client expertise includes executive and equity compensation services, liquidity management, tax minimization, retirement income, and working with clients in sports and entertainment. Max earned a Bachelor of Science degree in Finance from Southwest Minnesota State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He continues to advance his financial education through the College for Financial Planning. Outside of his professional work, Max enjoys following football, golfing, racquetball, reading, table tennis, and spending time with his family and friends.

Joseph Miller is a CFP® with 33 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. He holds the Series 63 designation and is based in St. Louis Park, MN. Miller is involved in several community and professional activities, including serving as a board member for Collaborative Divorce Professionals and as an advisory board member of the endowment fund at Glory of Christ Lutheran Church. He also volunteers with SavvyLadies Inc., providing financial education. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Heidi Olson is a Series 66 licensed financial advisor with Edward Jones in Burnsville, MN, where she has worked since 2016. She has nine years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Johnson is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for six years and was involved with Shepherd of the Valley Lutheran Church for four years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles. The firm utilizes a combination of in-house and third-party investment managers and provides access to alternative investments, integrated lending, and cash-sweep arrangements.

Happy Perry is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and bringing 19 years of industry experience. Perry has worked at Ameriprise and its affiliated entities since 2011. Outside of advising, Perry manages a rental property. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Nielsen is a financial advisor with Wells Fargo Clearing in Woodbury, MN, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Bank of America, Merrill, and Cbiz. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisers.

William Creamer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with LPL Financial since 2010. Creamer serves as a co-trustee of a family trust for a relative, dedicating a portion of his time to this fiduciary role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Peterson is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated firms since 2015. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team, focusing on clients with Ameriprise-managed accounts.

Joshua Howard is a CFA® charterholder and holds a Series 66 license. He is currently with RBC Capital Markets, LLC and has prior experience at Bremer Bank and Royal Bank of Canada Global Asset Management. His background also includes a role with Edina Public Schools. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies using a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Kathryn Isackson Papp is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been with Equitable Advisors since 2025. Her prior experience includes roles at Best and Flanagan and Morgan Stanley, as well as entrepreneurial work with Plaid Pig Boutique. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model across advisory and brokerage channels.

Jesse Modahl is a financial advisor with RBC Capital Markets, holding a Series 66 designation and eight years of industry experience. He has been with RBC Capital Markets since 2017 and previously worked for the State of Minnesota Department of Commerce for twelve years. He was formerly a 20% owner of an investment-related real estate business, Eight - Three Investments, LLC, which is in the process of winding down. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with a range of advisory programs and portfolio management services. The firm uses tailored investment strategies and offers access to both in-house and third-party managers, alongside various program features including tax management and responsible investing options.

Angosa Deressa is a CFP® credentialed financial advisor with three years of industry experience, currently affiliated with Wells Fargo Clearing in Minneapolis, MN. Prior to joining Wells Fargo, Deressa held roles at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of financial services, Deressa was involved with East African Healing Services Inc. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Garen Greenleaf is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and previously worked at RBC Capital Markets for seven years. Outside of his advisory role, Greenleaf is active in community organizations, serving on the boards of a local synagogue, a pluralistic ritual bath initiative, and a regional academic debate league. Stifel serves a broad client base including individuals, institutional clients, and nonprofit entities, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Jody Otto is a CFP® with 39 years of industry experience. She is currently with Osaic and previously worked at Securities America Advisors and Securities America Inc. She is also involved in insurance sales and oversees contract approvals for a sports training facility. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided asset-allocation tools and automated rebalancing to construct diversified portfolios.

Trent Lorenz is a financial advisor at RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that combine discretionary and non-discretionary portfolio management with financial planning, employing both in-house and third-party managers to tailor investment strategies to clients’ risk profiles.

John Barber is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he owns and manages Innovative Court Reporters, a court reporting business. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

David Olson Jr. is a ChFC® credentialed financial advisor with Ameriprise, based in Edina, MN, and has 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Olson is involved in business ventures including managing a tax preparation service and several real estate operating entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to deliver personalized recommendations within a restricted enrollment framework.

Kevin Sienko is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank. He serves on the Board of Directors for Accord, a nonprofit organization focused on supporting individuals with distinct and unique needs. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients' risk profiles and employs both in-house and third-party managers to implement diversified investment strategies.