Rachel Mc Cready Flora is a financial advisor at Edward Jones with six years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2014. Outside of her advisory role, she owns Rachel Evelyn Design, a freelance front-end web development business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including both discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated investment capabilities.

Gary Demee is a financial advisor with Osaic Wealth, Inc. and holds a Series 63 designation. He has 40 years of industry experience, including over a decade at Securities America Advisors and work as an independent reference counselor. Outside of advising, he has occasional involvement in fixed insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Kelly Schrempp is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He is also affiliated with the Illinois Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Savoie is a CFP® and ChFC® with 29 years of industry experience, currently serving with LPL Financial. His career includes prior roles at Prudential and FBL Financial Group. He is also involved with Old National Bank in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support discretionary and non-discretionary management.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It 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 affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Coplan is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has been with Raymond James Financial since 2006, currently serving at Raymond James Financial Services, Inc. in Eden Prairie, MN. Outside of his advisory role, he is an insurance agent and the owner of a commercial property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm focuses on non-discretionary planning tailored to client goals and supports its offerings with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Nicholas Klug is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Spanier is a financial advisor at LPL Financial with 30 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2002. Spanier operates Financial Planning of Minnesota, Inc. and Counsel Retirement Plans, Inc. as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven investment strategies.

Sandra Kadisak is a financial advisor at Cetera with 35 years of industry experience. She holds a Series 63 designation and has worked at Cetera and Cetera Wealth Services since 2013. Outside of her advisory role, Kadisak is CEO and board member of Old Home Foods, Inc., a food distribution company, and is involved with Lemisa Natural Foods, Inc. as an owner and CEO. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Kronick is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2010. Kronick is also an independent insurance agent and serves as a trustee for an irrevocable trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management approaches and platform options tailored to client objectives.

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership through part ownership of a professional building in Shakopee. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Geoffrey Beninga is a Certified Financial Planner (CFP®) with 27 years of industry experience, currently serving at Ameriprise in Eden Prairie, MN. He has been with Ameriprise and its affiliated entities since 2010, spanning over 13 years of service. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Chad Hunt is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2018 and is involved with FAB Biosciences, a small bioscience startup developing a novel treatment for diabetes and obesity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary process utilizing proprietary research and algorithmic tools.

Amanda Kraus is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Ameriprise in 2021, she worked at CRI Securities, LLC and Securian Financial Services Inc. Outside of her advisory role, she is the owner of a retail business focused on essential oils and also operates a consulting service. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools to deliver written recommendation reports and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Brandon Kincade is a financial advisor with Ameriprise in Belle Plaine, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various roles across multiple industries, including positions at Minnesota State University, CVF Racing, and Winona State University. He is also involved with DTK Enterprises LLC as an associate financial advisor. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored retirement income recommendations.

Brian Mikkelson is a financial advisor with LPL Financial in Eden Prairie, MN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation. He has operated his own firms, B.L. Mikkelson and B.L. Mikkelson & Associates, since the 1980s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by in-house and third-party research.

Daniel Gieseke is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.