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Josie R

Series 66

Hastings, MN

Ameriprise

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Timothy M

Series 63, Series 66

Burnsville, MN

Edward Jones

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sandy K

CFP®, Series 63, Series 66

Savage, MN

Edward Jones

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Retired Founder/Business Owner Executive
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Steven S

Series 66

Lakeville, MN

OSAIC

Steven Swanson is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. Prior to joining OSAIC in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc., and served ten years in the U.S. Army. He is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a diverse client base including retail and institutional investors, offering advisory and brokerage services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Annuities Private / alternative investments
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Autumn S

Series 66

Cottage Grove, MN

Thrivent Investment Management

Autumn Schinka is a financial advisor with Thrivent Investment Management in Cottage Grove, MN. She holds the Series 66 designation and has three years of industry experience. Prior to joining Thrivent, she spent 20 years at Best Buy Co., Inc. Outside of advising, she works occasionally as a freelance video producer and director and serves as president of the Stillwater Area High School Girls Golf Booster Club. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a wide range of financial topics, with the option to combine planning with managed-account services under a consolidated billing system.

Business ownership considerations
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George G

Series 66

Burnsville, MN

Thrivent Investment Management

George Gove is a Series 66-licensed financial advisor with five years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2020 and previously held positions at North American Banking Company and Great Western Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning areas. The firm delivers holistic, goal-based analyses and allows clients to integrate planning with managed accounts through a consolidated billing option.

Business ownership considerations
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Joshua M

Series 66

Lakeville, MN

Thrivent Investment Management

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Business ownership considerations
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Melissa A

Series 66

Burnsville, MN

Thrivent Investment Management

Melissa Arbuckle is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has two years of industry experience, including thirteen years at Wells Fargo prior to joining Thrivent. Outside of her advisory role, she operates a life coaching practice focused on personal and professional transitions and serves as treasurer on the board of a local nonprofit theater company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach integrates detailed planning with managed-account programs under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Business ownership considerations
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Christopher K

Series 66

Apple Valley, MN

Edward Jones

Christopher Kubitz is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Target Corporation, St. Paul Commodities, Prime Therapeutics, Lifetime Fitness, and Agri Trading. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a nationwide network of financial advisors supported by affiliated mutual funds, a trust company, and securities-based lending options.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Religious/faith focused
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Diane W

Series 63, Series 65

Lakeville, MN

Cambridge Investment Research Advisors

Diane Weyrick is a financial advisor with Cambridge Investment Research Advisors in Lakeville, MN, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Her prior roles include positions at SCF Investment Advisors, SCF Securities, and Ica. She serves as a board member of Eden Inc. and is involved with Voices Advancing Freedom, a committee focused on constitutional education, and owns a pet grooming business, D-Tail Your Dog LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies through Founders Gate Capital.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Steven G

CFP®, Series 63, Series 66

Farmington, MN

Ameriprise

Steven Gehrke is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Farmington, MN. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Theta Chi Housing Corporation. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Maria R

Series 66

Eagan, MN

Edward Jones

Maria Rohde is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked for eight years at Experience Wellness Chiropractic and six years at PF Chang's China Bistro. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

General retirement planning Executive Women Professionals Religious/faith focused Widow/Widower
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William R

CFP®, Series 66

Lakeville, MN

Cetera

William Regenscheid is a CFP® professional with 12 years of experience in financial advisory roles. He is currently with Cetera and has previously worked at firms including AdvisorNet Wealth Partners, Trustone Financial Credit Union, LPL Financial, and Ameriprise. Outside of advising, he holds a notary public license and serves as a power of attorney for family members. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Keenan D

Series 66

Apple Valley, MN

Thrivent Investment Management

Keenan Devine is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles at the University of St. Thomas and Aero Assemblies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning that covers retirement, tax, estate, and other areas. The firm allows clients to combine planning with managed-account programs while keeping services separate and does not accept discretionary trading authority for its planning offerings.

Business ownership considerations
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Casey F

Series 63, Series 65

Savage, MN

LPL Financial

Casey Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. Fox is also involved with Manitou Advisors, LLC, a non-investment business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory and brokerage services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Thomas B

Series 66

Eagan, MN

LPL Financial

Thomas Brand is a financial advisor with LPL Financial and holds a Series 66 designation. He has 16 years of industry experience and has worked at firms including Wells Fargo Advisors and Waddell & Reed. In addition to his advisory work, he owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jared W

CFP®, Series 66

Cannon Falls, MN

OSAIC

Jared Woodward is a CFP® professional with 12 years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance Associates, Signator Investors, Advanced Financial Consultants, and Keith Meyers Inc. In addition to his advisory roles, he serves as an investment advisor representative and insurance agent at Keith Meyers Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a variety of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment platforms.

Annuities Private / alternative investments
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Alexander N

CFP®, Series 66

Eagan, MN

Edward Jones

Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Dennis F

Series 63

Burnsville, MN

Primerica Advisors

Dennis Fronning is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and 19 years of industry experience. He has an extensive work history including roles at PFS Investments, Primerica Financial Services, and several cooperative and equity associations. Outside of his advisory work, he serves as Board Chairman of Dalton Coop Creamery, overseeing the company’s dissolution process. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mitchell H

Series 63, Series 66

Burnsville, MN

Thrivent Investment Management

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Business ownership considerations
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