Kate Kilpela

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.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.