Joseph P 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 at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

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 27 years of industry experience, including 24 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns White's Pure Honey, a local honey production business, and holds a passive ownership stake in Island Pine Golf Course in Atwater, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

James Ellingson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved as a sports and fitness coach and serves on the boards of two nonprofit organizations in Litchfield, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a network of investment adviser representatives. The firm’s investment approach emphasizes model-driven portfolios and access to third-party asset managers, with additional services including financial planning, insurance product sales, and affiliated trust and lending services.

James Danner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. and Questar Asset Management, Inc. Outside of his advisory role, he is involved with the Prideaux Group as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both model portfolios and customized strategies across various asset classes.

Nicholas Loehlein is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America Inc. since 2014. He also holds a life insurance sales position involving fixed and indexed annuities as well as fixed and universal life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple investment programs and a complex affiliate network across broker-dealer, asset management, insurance, and trust services.