Matthew Wojick

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 advisor with First Heartland Consultants, Inc. in Oronoco, MN, where he has worked since 2015. He has 13 years of industry experience and owns a bath and shower repair business outside of his financial advisory role. Sorenson also holds a license as an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a range of asset management solutions through a network of independent investment adviser representatives.

Jeffrey Lohmeyer is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 registrations and has three years of industry experience. Prior to joining Thrivent, he worked at Mayo Clinic for 33 years. He serves as a board member for Pine Island Area Home Services, which provides senior care and services to local residents. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a range of financial planning topics without implementing them. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

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.