Elizabeth Clendenin is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated firms since 2010, including a current tenure at Wells Fargo Clearing beginning in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a comprehensive range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering a broad menu of advisory solutions across various specialized planning areas.

Tarun Bhatia is a financial advisor at Edward Jones in Rogers, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic for four years and Boeing for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shaun Jensen is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Edward Jones and Ameriprise Financial Services. Jensen operates a sole proprietorship providing insurance services to clients under the name True North Advisory. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and flexible implementation options across a range of managed account programs.

Robert Stark is a financial advisor at Edward Jones in Buffalo, MN, with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Before joining Edward Jones in 2018, he worked at Skybridge Americas from 2016 to 2018. He serves as a board member for Spectrum High School in Elk River, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Eric Ebeling is a financial advisor with Thrivent Investment Management in Buffalo, MN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017 and previously worked at Marco Inc and Neil's Plumbing. Outside of his advisory role, he manages the finances of land enrolled in the Conservation Reserve Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning but does not provide portfolio management for institutional clients, focusing instead on delivering written recommendations across a wide range of financial topics.

Craig Jergenson is a CFP®-designated financial advisor with over 42 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Invest Financial Corp. for nine years. Additionally, he has operated Coach Craig Jergenson as a separate business since 1994. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Juan Preciado is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Equitable Advisors, and Arvest Wealth Management. Outside of his advisory role, he is president of Precious Legacy LLC, an entity used for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

James Powers is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc., with 39 years of industry experience. He has worked with Cambridge since 2020 and has previous experience at Wealth Management Group of KC, Inc., Geneos Wealth Management, Inc., and Osaic FA, Inc. Powers is also a volunteer with the Association of Financial Educators, a nonprofit focused on financial education. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians and offers both discretionary and non-discretionary management, along with proprietary model strategies under the Founders Gate Capital brand.

Nouachi Vang is a CFP® certificant with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior roles include positions at Kestra Advisory Services, The Vanguard Group, and TIAA-CREF. In addition to his advisory work, Vang is an author and conducts financial literacy workshops with the Association of Financial Educators. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Gary Haworth is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. His career includes roles at INVEST Financial Corp. and running his own firm, Gary Haworth & Co Ltd, which he has operated since 1989. He is also involved in non-investment-related business activities through two additional companies he manages. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Ryan Hartneck is a financial advisor with Ameriprise in Monticello, MN, holding the Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Columbia Threadneedle Investments. Outside of his advisory work, he serves as an assistant coach for the Orono High School varsity softball team and is a volunteer board member for the Minnesota Renegades Softball Program. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and Special Needs Planners, which assists families with disabilities in maintaining social security disability and medical assistance eligibility. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers both discretionary and advisor-managed strategies.

Brandon Walters is a financial advisor with Edward Jones in Buffalo, MN, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2014. Walters serves as a board member of Impact Christian Academy in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Steven Larson is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cambridge in 2024, he worked for over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.