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 with Edward Jones in Walker, MN, holding Series 66 and Series 63 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 advisors.

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 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.

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 ChFC® credentialed financial advisor with 43 years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation for nine years. Outside of his advisory work, he is involved in life and health insurance through Life Brokerage Fin Group. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.