Carol Juul is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and possessing 11 years of industry experience. She has been with Thrivent in various capacities since 2014. Juul serves as a board member of Gardonville Coop, a communication services provider in Central Minnesota. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning that address a broad set of financial topics, while separating planning services from portfolio management.

Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Lacey Baumann is a financial advisor with Ameriprise in Garfield, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, Baumann is involved with Steidl-Benzinger LLC, where she works as a paraplanner and manages practice operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized planning through a centralized consulting team.

Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Invest Financial Corporation before joining Cambridge in 2017. Outside of her advisory role, she is the owner of Jorgensen Financial Services and serves as a notary. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Cory Seifert is a financial advisor with Ameriprise in Evansville, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with the Brandon/Evansville Sports Booster Club, which raises funds for local school sports programs. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.