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.

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.

Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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.

David Bergman is a financial advisor with LPL Financial in Eden Prairie, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, he was with Grove Point Advisors, LLC and Strategic Financial Concepts. Outside of his advisory work, he is involved with the Lucky Shots Pickleball Club in Minneapolis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cheryl Larsen is a financial advisor at Ameriprise with 23 years of industry experience. She holds the Series 63 designation and has worked at Ameriprise Financial Services LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice through a centralized consulting team.

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.

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.

Andrew Hicks is a financial advisor at Morgan Stanley in Bloomington, MN, holding a Series 66 license. He has professional experience from roles at Caliber Accounting & Tax, LLP and North Coop, LLC prior to joining Morgan Stanley in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through employer-based agreements.

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.

Corryn Lyons is a financial advisor at Ameriprise with a Series 66 designation and three years of experience. Prior to joining Ameriprise, Lyons worked in education at Eagle Ridge Academy and Higher Ground Academy Charter Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.

Jason White is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns a business called JW and Assoc., which involves staff payroll and expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Peter Haagenson is a financial advisor at OSAIC with three years of industry experience. Prior to joining OSAIC in 2023, he worked at Focus Financial and has a background at VMware and Blue Medora. He is involved in several business activities including serving as president of BRIDGER Financial, and providing financial advisory services through entities such as Encore Financial and Steve Haagenson. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a focus on portfolio construction using firm-provided tools and supports multiple third-party managed account solutions.

Charles Frieler is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Riversource Distributors, Inc. Frieler also manages an advisory business through OKL, LLC as an insurance specialist. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with Ameriprise-managed accounts.

Michelle Nelson is a Series 66 licensed financial advisor at Merrill in Edina, MN, with 23 years of industry experience, all of which has been with Merrill since 2003. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Evans is a Series 66-licensed financial advisor with Merrill in Bloomington, Minnesota, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she holds a power of attorney position with an entity named L B. 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. The firm serves a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies developed by internal and third-party managers.

Kristin Klein is a financial advisor with RBC Capital Markets in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with RBC Capital Markets since 2007. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through a combination of in-house and third-party investment managers.