Glen Paul Hemann

Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Scott Sorenson is a Series 66-licensed financial advisor with First Heartland Consultants, Inc., where he has worked since 2015. He has 14 years of industry experience and is also owner of TUB MD LLC, a bath and shower repair business. Additionally, Sorenson is an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm delivers discretionary portfolio management through independent representatives using various analytical methods and offers a range of programs including personalized asset management, third-party management, and self-directed brokerage accounts.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. Prior to his current role, he worked at Mayo Clinic for 33 years. He is a board member of Pine Island Area Home Services, where he assists with fundraising projects and general board decision-making. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Karolin Lex is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Zumbrota, MN, and has held roles at Ameriprise Financial Services, Inc. prior to her current position. Lex serves on the Board of Directors for the Stabilize Zumbrota Families Committee and is involved as Development Committee Co-Chairperson for the National Professional Agricultural Student Organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Leann Grover is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, among others. Outside of financial advising, she manages tax and accounting services at Hemann Grover & Co., Ltd. and serves as treasurer on the board of Sunset Ridge Villas. Ameriprise provides comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.