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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, holding Series 63 and Series 65 credentials and having 33 years of industry experience. Her career includes prior roles at SCF Investment Advisors and Ica. She serves as a board member for Eden Inc. and is involved in constitutional education as a committee member for Voices Advancing Freedom. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various platform arrangements and both discretionary and non-discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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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 11 years of industry experience, currently affiliated with Cetera. He has held advisory roles at several firms including AdvisorNet Wealth Partners and Trustone Financial Credit Union. Outside of his advisory work, he is also a notary public and holds a power of attorney role for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party investment strategies across various program structures.

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 at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. In addition to his advisory role, he is involved with Manitou Advisors, LLC, a non-investment-related business. 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, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Thomas B

Series 66

Eagan, MN

LPL Financial

Thomas Brand is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Wells Fargo Advisors and Waddell & Reed. Outside of his advisory work, Brand owns Specialty Brand Products, LLC, a company that sells a plastic protective cage for light bulbs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jared W

CFP®, Series 66

Cannon Falls, MN

OSAIC

Jared Woodward is a financial advisor with OSAIC, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He has worked at several firms including Royal Alliance Associates, Signator Investors, and Advanced Financial Consultants. In addition to his advisory role, Woodward is involved with Keith Meyers Inc. as an insurance agent and investment advisor representative. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, retirement consulting, and managed accounts, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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, holding a Series 63 designation and 18 years of industry experience. His career includes roles at multiple organizations such as CHS, Lakes Area Co-op, Ashby Equity Association, John Walkup, and PFS Investments, Inc. He also serves as Board Chairman for Dalton Coop Creamery, overseeing the dissolution of the company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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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Robert B

Series 63, Series 65

Lakeville, MN

Wells Fargo Clearing

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Kurt G

CFP®, ChFC®, Series 63, Series 65

Hastings, MN

Ameriprise

Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian S

CFP®, Series 66

Eagan, MN

LPL Financial

Brian Schaap is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed Inc and various insurance carriers, as well as operating his own firm, Brian Schaap LLC. Schaap has also worked with Mercy Vineyard Church and is licensed as an agent with Crump Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with access to research, model portfolios, and various portfolio management options.

College savings (529s, UTMA, etc.)
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Scott D

Series 66

Eagan, MN

Thrivent Investment Management

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Business ownership considerations
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