Karolin Ruth Lex

Matthew Wojick is a CFP® professional with 10 years of experience in financial advisory services. He is the sole advisor at Wojick Capital Management, an independent firm he established in 2023. Prior to this, Wojick worked at Edward Jones and FBL Wealth Management among other firms. Although licensed to sell insurance, he does not offer insurance products or services to his clients. Wojick Capital Management provides investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, incorporating fundamental and cyclical analysis, with client approval required for all trades and periodic 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. He holds Series 63 and Series 66 licenses and previously worked for over three decades at the Mayo Clinic. Lohmeyer serves as a board member for Pine Island Area Home Services, a nonprofit providing senior care and community services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separation between planning and investment management.

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.

Justin Adams is a financial advisor with Ameriprise in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dairy Farmers of America from 2019 to 2022. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.