Paul Anson White

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.

James Ellingson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 28 years of industry experience. His previous roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Ellingson is involved in his community as a board member of the Golden Fleece Masonic Lodge #89 and the Star Lake Association, and he has a longstanding role as a sports and fitness coach. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, combining advisory programs with brokerage and insurance products through an integrated platform.

James Danner is a financial advisor with LPL Financial in Litchfield, MN, holding a Series 63 designation and 27 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Voya Financial Advisors, INC. for five years. His outside activities include involvement with the Prideaux Group as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Nicholas Loehlein is a financial advisor at OSAIC with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors and Securities America Inc. Loehlein is also licensed to sell life insurance products, including fixed and equity index annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools and third-party money managers to construct portfolios tailored to clients’ risk tolerance and investment objectives.

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has previously worked at SagePoint Financial, Five Star Financial, and Backyard Reflections. Kilpela is also involved as a registered representative in an S Corp, where she collaborates with other advisors and leads client meetings. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated advisory and brokerage services, utilizing asset-allocation tools and multiple third-party platforms to construct and manage portfolios across various investment types.