David Sterling Clausen

Kyle Duclos is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent since 2012 and Thrivent Financial for Lutherans since 2013. Outside of his advisory role, Duclos 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 nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and comprehensive written recommendations on various planning topics while keeping planning and managed-account services separate.

Derek Jensen is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 credentials 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 with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrea Johnson is a financial advisor at Stifel with 17 years of industry experience. She has been with Stifel since 2009 and also maintains a longstanding role at The Boulders since 2004. Johnson holds a Series 66 designation and serves on the boards of the Walker Rotary and Paws and Claws Animal Shelter. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Brent Fassett is a financial advisor at Thrivent Investment Management with 17 years of experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and its investment management subsidiary 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 for Lutheran Island Camp and Christ Serve Ranch, organizations focused on youth programs and sharing the Gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a broad range of financial topics, delivered as one-time or ongoing engagements separate from portfolio management.

Kami Evers is a financial advisor at UBS Financial Services with 19 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. Outside of her advisory role, she works as a retail sales associate and cashier at Home Depot and is a certified notary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Michael Zigler is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at INVEST Financial Corporation and Gradient Investments, LLC. Outside of his advisory work, he is involved with Life Brokerage Fin Group, focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.