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 63 and Series 65 credentials and has six years of industry experience. Prior to joining Thrivent, he worked for the City of Richfield and the City of Northfield. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial planning without discretionary trading authority. Its approach combines detailed written recommendations across various planning areas with the option to integrate planning and managed-account services under a consolidated billing structure.

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.

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.

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.

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 at Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Choice Auto Protection LLC and Allianz Life Financial Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses without discretionary trading authority and offering clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

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 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, its advisory work with registered investment companies, and its use of algorithmic methods and AI in portfolio management.

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.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding CFP® and ChFC® designations and over 41 years of industry experience. His prior work includes roles at National Planning Corporation and Discovery Financial Centers, Inc. He serves as Treasurer for the Lakeville Area Chamber Foundation. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad spectrum of financial activities.

Jordan Swanson is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Wings Financial Credit Union from 2022 to 2025. He is also a commissioned notary in the state of Minnesota. 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 services including financial planning and model portfolio programs, with advice provided primarily by investment adviser representatives who utilize various strategies and advisor-facing tools.

Tucker De Vos is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with one year of industry experience. His background includes roles in education and business operations across several organizations. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers integrated planning and managed-account options while maintaining separate advisory services.

Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.