Joseph Berube Sr.

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

Jessica Erickson is a financial advisor with Thrivent Investment Management in Litchfield, MN. She holds a Series 66 designation and has four years of industry experience. Prior to her current role at Thrivent, she worked at Central Minnesota Credit Union and has experience in property management and retail. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based planning focused on a broad range of topics and allows clients to combine planning with managed-account services through its WealthPlan program, while maintaining separate planning and portfolio management functions.

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 26 years of industry experience, including 24 years at Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns and operates White's Pure Honey, producing and selling honey locally, and holds a passive ownership stake in Island Pine Golf Course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based financial planning that covers a broad range of topics without including implementation. The firm offers planning combined with managed-account services under a consolidated billing option while maintaining separation of these services.

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Ellingson coaches sports and fitness and serves on the boards of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, both nonprofit organizations. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, with a focus on model-based discretionary investment implementation.

James Danner is a financial advisor with LPL Financial in Litchfield, MN, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors, INC. for five years before joining LPL Financial in 2019. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Nicholas Loehlein is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Osaic in 2024, he worked at Securities America Advisors and Securities America Inc. Loehlein also maintains a life insurance sales position, focusing on fixed and equity index annuities as well as fixed and universal life insurance products. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a structured investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools, offering both discretionary and non-discretionary account management across a broad range of investment products.