Keenan Devine is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the University of St. Thomas and Aero Assemblies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that covers retirement, tax, estate, and other areas. The firm allows clients to combine planning with managed-account programs while keeping services separate and does not accept discretionary trading authority for its planning offerings.

Shannon Brusseau is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Osaic in 2024, Brusseau spent a decade with Securities America Advisors and Securities America Inc, as well as three years at Fintegra, LLC. Outside of his advisory role, he is involved in local community activities, including serving on the New Prague Rotary Club board and assisting with fundraising efforts for the New Prague Arts Council’s Outdoor Performance Facility project. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Casey Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. Fox is also involved with Manitou Advisors, LLC, a non-investment business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory and brokerage services.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

David Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and ClearStar, Inc., and has been affiliated with LPL Financial since 2020. Nielsen also owned Great West Properties, LLC for 15 years. 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 financial planning and portfolio management services, supported by technology and a broad network of over 22,800 advisors.

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decision-making.

Melisa Medeiros Swim is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Burnsville High School Softball Booster Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jacob Kettwig is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Diversified Financial Advisory Group, FSC Securities Corporation, and Merrill. He is also the owner of Diversified Financial Group of Lakeville LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms, and manages a multi-billion dollar asset base.

Rose Brager is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked with Thrivent and its related entities since 2018. Outside of her advisory work, she operates an online resale closet on Poshmark where she sells and donates personal and family items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based financial planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kathryn Nollette is a Series 66–registered financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Edina Country Club and the University of St. Thomas. 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 a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Kevin Sevlie is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and Questar Asset Management. Outside of financial advising, he manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Jeffrey Petronack is a financial advisor with LPL Financial, holding CFP® certification and Series 63, 65, and 66 licenses. He has 19 years of industry experience, including prior roles at Wings Financial Credit Union, CUNA Brokerage Services, Inc., and Morgan Stanley. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, delivering advice through a network of investment adviser representatives using a range of investment strategies and operational support tools.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Allianz Life Financial Services LLC and Wings Financial Credit Union. She also operates Prepare + Prosper, a tax preparation and accounting service. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Philip Postlewaite is a CFP® credentialed financial advisor at Wells Fargo Advisors with 33 years of industry experience. He has worked at multiple Wells Fargo entities since 2005. Outside of advising, he owns a tree farm and operates a beekeeping business selling honey. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo’s research and tools. The firm integrates advisory services with other financial products and channels.

Shane Irons is a financial advisor at LPL Financial with 26 years of industry experience. His career includes roles at Wings Financial Credit Union, CUNA Brokerage Services, Cetera, MidCountry Bank, and TD Ameritrade. He holds Series 63, 65, and 66 licenses. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 registrations and has held positions at Merrill, Bank of America, and Wells Fargo prior to joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader derivatives and commodities capabilities.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.