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.”

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.

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.

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

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.

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 at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities America Advisors and Fintegra, LLC. Outside of his advisory role, Brusseau is involved in community service as a member of the New Prague Rotary Club and participates in fundraising for the New Prague Arts Council's Outdoor Performance Facility project. He also owns a small farm where he produces hay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management using multiple investment products and third-party platforms.

Casey Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. Prior to joining LPL in 2023, Fox worked at Kestra Advisory Services and Kestra Investment Services from 2016 to 2023, and Woodbury Financial Services from 2005 to 2016. Outside of advisory work, Fox is involved with Manitou Advisors, LLC, a non-investment business entity. 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, combining advisory services with a wide range of non-advisory financial products.

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 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment strategies and platforms tailored to client objectives and maintains institutional features such as advisor transition programs and documented compliance processes.