Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Sonja Bjork is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Highview Advisors and Voya Financial Advisors. Outside of her advisory role, she serves as a co-leader for a local Girl Scouts troop and is active in community and networking organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Kevin Kraemer is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he co-owns a horseback riding lesson business in Minnesota. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Jason Smith is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, previously working at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he operates the Jason Smith Agency, providing health, life, Medicare, and property and casualty insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products.

Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dustin Christopherson is a CFP® with 26 years of industry experience, currently affiliated with OSAIC since 2023. His prior roles include positions at SagePoint Financial Inc. and Cetera ADVISORS LLC. He is also licensed as an insurance agent and sells life, health, disability, annuities, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and various advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing a range of portfolio construction tools and third-party management solutions.

Niles Austvold is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2014 and is also the owner of Highview Advisors. Outside of his advisory work, he serves as president of Marshwinds Toastmasters, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor supporting 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 various program structures and third-party managers.

Jeffrey Pierce is a financial advisor with OSAIC based in Chaska, MN, holding a Series 63 designation and with 28 years of industry experience. His career includes roles at Royal Alliance Associates and Signator Investors, along with operating J. Pierce Financial Services for over 20 years. Outside of his advisory work, he serves as the chair for a charitable golf tournament benefiting scholarships at Waldorf University and is a board member of the Chaska Baseball Association, where he directs umpire training. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of analytical tools and outsourced solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Thomas Kalb is a financial advisor with Ameriprise in Minneapolis, MN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its related entities since 2015. Outside of his advisory role, Kalb serves as an official for USA Hockey, conducting officiating duties for hockey games. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice through a centralized consulting team.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. 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, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Thomas Berg is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor with LPL Financial since 2017. He previously worked at National Planning Corporation and has been involved with Integrated, Inc. since 2001, where he holds the position of President. Berg also has a role as Executive Vice President in fixed insurance sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services supported by model portfolios, research, and diversified investment strategies.

Barbara Droher Kline is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2011 and 2012, respectively. Outside of her advisory role, she serves as a public board member of the Minnesota Board of Pharmacy and works as a broadband consultant and lobbyist with the Minnesota Public Broadband Alliance, focusing on mental health advocacy and broadband development in Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive goal-based analyses and planning across topics such as retirement, taxes, and estate issues. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Emma Nelson is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at Old National Bank and several other organizations, including DePaul University and Evereve. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Abigail Copland is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and previously worked at Grand Forks Air Force Base for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Benjamin Wels is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he owns farmland as a personal investment. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Dale Copeman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 16-year tenure at Wells Fargo Bank. Based in Waconia, MN, he provides advisory services through a firm known for serving a wide range of individual and institutional clients. Edward Jones is a full-service wealth management firm serving over four million clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.