Benjamin Mielke is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through its consolidated billing option.

Erik Swanson is a financial advisor with Ameriprise in Sartell, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Midwest Excellence LLC, and also co-owns a real estate business, Integrity Point Real Estate LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing managed accounts and using algorithmic tools alongside personalized review.

Naomi Kowalik is a financial advisor at OSAIC with 35 years of experience in the industry. She holds Series 63 and Series 65 licenses and has previously worked with Woodbury Financial Services, Questar Capital, and Valmark Advisors. Outside of advisory work, she is also an attorney focusing on drafting documents, wills, and estate planning, as well as an insurance agent. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes advanced portfolio construction tools and supports both discretionary and non-discretionary account management.

Jill Bruno is a financial advisor at Ameriprise with 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006 and holds a Series 66 designation. Outside of her advisory role, she is a distributor for Young Living Essential Oils and Herbalife, engaging in these activities on a limited basis. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a comprehensive range of advisory, brokerage, and insurance solutions.