Henry Albers is a Series 66-registered advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Post Consumer Brands for 34 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Kimberly Osborne is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for Beauty Counter, providing skin care and makeup products to her personal network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

David Schmitz is a financial advisor with OSAIC, holding a Series 63 license and over 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory work, he is treasurer of North 20 Brewing Company, a nano-brewery co-founded with family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of investment types.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in various positions including at Wings Financial Credit Union and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union, CUNA Brokerage Services, Edward Jones, and First Trust Advisors LP. He is also associated with Wings Financial Credit Union as an advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Adam Sawyer is a financial advisor with Cambridge Investment Research Advisors in Northfield, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research since 2011. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options including proprietary models and third-party strategies.

Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including six years at Ameriprise Financial Services. Outside of his advisory role, he serves as a board member for the Wyndemere Homeowners Association and works as a firefighter with the Apple Valley Fire Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative planning relationships and educational seminars, focusing on recommending investment categories and strategies rather than specific products.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2024. He has held positions at several firms including Sagepoint Financial, Third Street Advisors, and OSAIC. Outside of his advisory role, he has employment ties to SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Albin Linder is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and 53 years of industry experience. He previously worked at Securities America Advisors and Voya Financial Advisors and has operated the Linder Agency, an independent insurance agency, since 1981. Outside of advisory work, he owns a retail store and continues to manage his independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Paul Bayer is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent since 2014, with prior experience at the firm beginning in 2008. 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 across various topics without managing discretionary assets for institutional clients, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Steven Swanson is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Daikin Applied, along with serving ten years in the U.S. Army. Outside of his advisory role, he is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of asset-allocation tools and third-party services to construct and manage diversified portfolios.

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.

Steven Gehrke is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Farmington, MN. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Theta Chi Housing Corporation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

William Regenscheid is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cetera and has previously worked at firms including AdvisorNet Wealth Partners, Trustone Financial Credit Union, LPL Financial, and Ameriprise. Outside of advising, he holds a notary public license and serves as a power of attorney for family members. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.