Jeffrey Myers is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America Advisors and Ameriprise Financial Services. Outside of his advisory role, Myers is a scout leader and a small group leader at Hosanna Church. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that combines asset-allocation tools, risk-tolerance analysis, and diversified portfolios including stocks, bonds, and alternative investments.

Jessica Fields is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial industry, all with Edward Jones. Based in Apple Valley, MN, she has been with Edward Jones since 2013. Outside of her advisory role, she serves as a co-trustee of a family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Bryant is a financial advisor at OSAIC with a Series 66 designation and over four years of diverse work experience, including roles at CAPTRUST Financial Advisors LLC and Thrivent. His background also includes positions outside the financial industry, such as teaching at Iowa State University and John F. Kennedy Jr. High School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment types.

Richard Hoel is a CFP® professional with 22 years of experience in the financial services industry. He has been with LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, Robert Half, and Kaplan Education. He also conducts outside work with Axtell, Haller, Slachta. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with investment strategies that may be discretionary or non-discretionary.

Adam Marso is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held academic positions at the University of Minnesota, University of North Dakota, Henderson State University, and Arkansas State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under its WealthPlan option.

Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Jaeson Morrison is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Thrivent Financial since 2020 and positions with the City of Northfield and the City of Richfield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its approach involves holistic, goal-based planning focused on various financial topics, delivered separately from portfolio management and with periodic reviews.

Charles Bremer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, previously affiliated with AXA Advisors. Outside of his advisory work, he operated Ruby's Homemade, LLC for ten years and established a new DBA called Canopy Financial Group in 2018. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a model-driven approach that incorporates third-party asset managers and advisory platforms, and it provides a range of investment options alongside ERISA fiduciary services for qualified plans.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Brady Mundahl is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Emily Trautwein is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2023 and previously spent nine years at Thrivent Financial and Thrivent Investment Management. Outside of her advisory role, she is involved in agricultural business ventures and owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies with multiple custody and platform options.

Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Thomas Sorensen is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and with 32 years of industry experience. He has been associated with PFS Investments Inc. since 1994 and Primerica Financial Services since 1992. Outside of advising, he is involved in the sales of non-investment home-related products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Jacob Perron is a Series 66-licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kai Bertilrud is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Digi-Key Electronics and Delta Global Services. Bertilrud is based in Eagan, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Daniel Bauman is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Allianz Life Financial Services and Choice Auto Protection LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority, and integrates planning with managed accounts through its WealthPlan service.

Rickey Sienkiewicz is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been with LPL Financial since 2018 and has concurrently managed R Group Financial Marketing Inc. since 2001. Prior to joining LPL, he worked at SII Investments, Inc. for 23 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

James Chase is a financial advisor at Fidelity with 20 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with notable roles in commodity pool operations, fund advising, and the use of AI in its investment processes.

Joseph Dolan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Ameriprise since 2017 and has a background that includes a role as a lancer at the Minnesota Zoo. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Benhur Fernandes is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Waddell & Reed Inc., various insurance carriers for W & R Insurance Agencies, Baak, Inc., and Southeast Community College. He serves as owner and president of Baak, Inc., a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions with an emphasis on both discretionary and non-discretionary strategies supported by proprietary research and technology tools.