Brian Mcmillin

Michael Huglen is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Erickson is a financial advisor with Thrivent Investment Management in Roseau, MN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of advising, Erickson owns a commercial building that houses his office along with other local businesses and leases office space to a CPA firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Scott Severson is a financial advisor with LPL Financial who holds a Series 66 designation and has 21 years of industry experience. He previously worked at Investment Centers of America, Inc. for 13 years before joining LPL Financial in 2017. Severson is also involved in a life insurance and fixed annuity business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with insurance and annuity product activities.

Katelyn Stauffenecker is a financial advisor with Ameriprise in Greenbush, MN. She holds a Series 66 designation and has experience in financial services dating back to 2017, including seven years at Sally Wolff State Farm. Prior to her advisory career, she worked at Lincoln High School for four years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Mark Presteng is a CFP® and ChFC® with 22 years of experience in financial advising, currently with Ameriprise Financial Services since 2018. He has been with Ameriprise and its predecessor entities since 2003. Outside of his advisory role, he serves on the Board of Directors for the Association of Free Lutheran Congregations and is involved in tax preparation through Heritage Tax Solutions LLC. Ameriprise Financial specializes in retirement-income planning for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily through its centralized retirement-income consulting team.

Timothy Fugleberg is a financial advisor with Ameriprise in Roseau, MN, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2017, including its affiliated financial services entity, and previously worked in education and operated a landscaping business. Fugleberg serves as president of the board of Rose Lutheran Church. Ameriprise is a large institutional firm offering a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate customized, non-discretionary recommendations delivered through a centralized consulting team.