Lars Engman is a financial advisor at J. W. Cole Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has worked in various roles including at J.W. Cole Financial, Inc. and One Source Virtual prior to joining J. W. Cole Advisors. He is also a partner at New Horizons BFS LLC, where he provides investment advice and financial planning services. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a variety of investment strategies and digital advice tools to implement client solutions.

Amanda Parsons is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Savant Wealth Management and previously worked at Prairieview Partners, Christianson PLLP, and MD Financial / Vestment Financial, among others. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, portfolio management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supporting a broad range of investment approaches overseen by an investment committee.

Michael Velin is a CFP® professional with 16 years of experience, currently serving at Kestra Advisory. He has been with Kestra since 2010, holding roles in both Kestra Advisory Services and Kestra Investment Services. Outside of his advisory work, he is the head coach for the boys varsity soccer team at Mounds Park Academy in St. Paul, MN. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and offers multiple management platforms and pooled plan solutions.

James Ganger is a financial advisor with OSAIC Institutions, Inc., holding a Series 63 designation and 36 years of industry experience. His prior work includes roles at Infinex Investments, Inc. and Securities America Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on delegated investment management.

Alan Tyson is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as involvement with companies outside the financial sector. He is a partner at Clear Image Press, Inc., a specialty printing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Katherine Robbins is a Certified Financial Planner (CFP®) with five years of industry experience. She has been with Edward Jones since 2015 and is currently based in Hudson, WI. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Craig Lundquist is a financial advisor at LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has held roles at firms including Ideal Credit Union and CUNA Brokerage Services, and also serves as a financial advisor at Ideal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a variety of financial planning and asset management programs along with institutional platforms.

Max Murphy is a financial advisor with LPL Financial in Woodbury, MN. He holds Series 63 and Series 65 designations and joined the industry in 2025. Prior to his advisory role, his background includes service with AmeriCorps and involvement with several nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Chad Rinkenberger 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. Prior to joining Edward Jones, he spent 14 years at Kohl's Department Stores. 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 advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lance Strom is a financial advisor with Ameriprise in Prior Lake, MN, holding the CFP® designation and a Series 66 license. He has 24 years of industry experience, with 21 years at Ameriprise and its affiliated entities. Outside of his advisory role, he is involved with Royal Ideas LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. 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 across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Hayward is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and with 22 years of industry experience. He has been with Primerica Advisors since 2004 and with Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services using model-driven strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Kyrie Kons is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kyrie held roles at Phillips Medisize and the University of Wisconsin-River Falls, among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Matthew Chew is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses. He joined Thrivent in 2026 and has no prior industry experience in financial advising. His background includes diverse roles across several organizations, including the University of Northwestern St. Paul and various service and security positions. 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 financial planning and offers clients the option to combine planning with managed-account services under a consolidated billing structure called “WealthPlan.”

Scott Sommer is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Sommer also provides wealth management services at Royal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both third-party and proprietary strategies, and supports a large network of advisors with advanced research and operational tools.

William Lundquist is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1981 at Norwest Bank, becoming its first financial advisor in South Dakota. Following Norwest's merger with Wells Fargo Investments, he continued to work with families across South Dakota and neighboring states to develop and implement wealth management strategies. In 2010, he joined Merrill Lynch to further serve his clients. William holds a double major bachelor's degree in Business Administration and Economics from Augustana University in Sioux Falls, South Dakota. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His areas of expertise include executive compensation, philanthropic planning, liquidity management, retirement income, and tax minimization, among others. Throughout his career, he has focused on building open relationships with individuals and families to understand their financial goals and provide comprehensive guidance. In addition to his advisory role, William is actively involved in his community. He is currently a member of the Investment Committee at Augustana University and serves on the Board of the South Dakota Children’s Home Foundation. Over the past four decades, he has contributed to various non-profit boards, including United Way, the South Dakota State Board of Tourism, South Dakota Symphony, Sioux Falls YMCA, and Augustana University Board of Trustees. William and his wife have been married for over 40 years and have three sons and five grandchildren.

Grant Kruckeberg is a Series 66 credentialed financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she served as an Investment Consultant, Relationship Manager, and Financial Representative at Fidelity Investments, gaining a broad range of experience within the company since 2021. Drawing on her background as a college professor, Lynne focuses on providing clients with a collaborative experience that helps simplify complex financial concepts. Her approach centers on empowering clients to make thoughtful decisions tailored to their individual financial goals. Outside of her professional work, Lynne enjoys engaging in fitness activities, visiting museums, listening to music, exploring outdoor adventures, attending theater performances, and traveling.

Hannah Rivard is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and previously worked for Minneapolis Public Schools for seven years. Rivard has been with Thrivent Financial since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without managing portfolios or institutional mandates.