Andrea Johnson

Kyle Duclos is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory role, Kyle serves as a play-by-play announcer for local high school basketball games on Leech Lake Television. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics, with an option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Derek Jensen is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Harold Sanders is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in business ownership through an entity called rlhl inc. 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, supported by a centralized consulting team and algorithmic tools.

David Clausen is a financial advisor with Stifel, holding the CFP® designation and Series 63 and 66 licenses, and has 29 years of industry experience. He has worked at Stifel since 2009 and previously was with UBS Financial Services and U.S. Bancorp Piper Jaffray. Clausen serves on the boards of the Confidence Learning Center, which supports people with developmental disabilities, and the Sibley Lake Lake Association Lake Improvement District. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analyses developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Timothy Graveline is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has worked in various capacities within Wells Fargo since 2011. Outside of his advisory role, he is involved in entrepreneurial ventures including ownership interests in real estate management and investment firms. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, delivering tailored recommendations across a variety of specialized areas.

Brent Fassett is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and bringing 16 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of his advisory role, he serves as an elder at Prince of Peace Evangelical Lutheran Church and is Vice Chair of the Board of Directors for Lutheran Island Camp and Christ Serve Ranch, which provide faith-based summer camp programs for youth. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option, emphasizing periodic plan reviews and advisor-led plan updates.