Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.

Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Schaap is a CFP® with 15 years of experience in financial services. He is currently with LPL Financial and has prior experience at Waddell & Reed Inc, Mercy Vineyard Church, and running his own business, Brian Schaap LLC. 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 portfolios, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies and operational tools.

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Thrivent Financial and ISD 917. Woolems also engages in independent contractor work under trade names and maintains involvement in insurance, benefits, and human resources activities. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Todd Grace is a financial advisor with Edward Jones in Rosemount, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions through a large network of financial advisors and branch offices across the United States.

Suzanne Siebert is a financial advisor with Fidelity Investments in Hampton, MN, holding Series 63 and Series 65 licenses and 22 years of industry experience. She has worked at Fidelity since 2019, including roles at Fidelity Brokerage Services LLC and Strategic Advisers LLC, and previously held positions at Farmers Financial Solutions, Farmers Insurance, and Peoples Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs with oversight of affiliated and unaffiliated sub-advisers.

Susan Neibacher is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

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.

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.