Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Lindsey Haefemeyer is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the ChFC® designation and the Series 66 license. Lindsey has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Wells Fargo Securities, LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Brett Kasak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years prior to joining LPL Financial in 2022. Outside of his advisory work, he is involved in a family business selling cards. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment services separate.

Cassandra Schmidt is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Financial and Securian Financial Group. Outside of her advisory role, she is a partner in a residential rental property business. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers a variety of investment strategies and maintains a large network of advisors and branch offices across the country.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Vogel is a financial advisor with Ameriprise in Farmington, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at RIVERSOURCE DISTRIBUTORS INC for eight years before joining Ameriprise in 2020. Vogel serves on the Board of Directors for the Farmington Youth Basketball Association and acts as a tournament director. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Donna Badley is a Series 63 licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 29 years of experience with the firm. She has been associated with Primerica Financial Services since 1983. In addition to her advisory role, she is involved in compensable activities related to mortgage loan products and home security and automation service referrals through Primerica affiliates. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Chad Kappler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at CUNA Brokerage Services and has been associated with Wings Financial Credit Union since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Beth Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently with LPL Enterprise since 2024. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2021 to 2024. Outside of her advisory role, Anderson is a skincare consultant with Rodan + Fields. LPL Enterprise provides investment advisory and brokerage services to individual, high-net-worth, and institutional clients, offering financial planning, access to third-party asset managers, and model-driven investment implementation. The firm also facilitates insurance sales and provides affiliated trust and lending services.

Scott Morgan is a financial advisor with LPL Financial in Burnsville, MN, holding a Series 63 designation and 17 years of industry experience. His career includes roles at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2008 to 2021, alongside founding Morgan Planning Group, LLC in 2010, through which he also owns an insurance agency. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment management solutions that include model portfolios, third-party asset management, and institutional platforms.

Jeffry Robinson is a CFP® with 30 years of industry experience, currently affiliated with Cetera. He previously worked at Avantax Investment Services and Kingdom Advisors and has operated Family Financial Services, a tax preparation and accounting business, since 1992. His background includes extensive experience in wealth advisory and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to affiliated and third-party managers across multiple program structures.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Andrew Huss is a financial advisor at Edward Jones in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at SAP for five years and Pearson VUE for six years. Outside of his advisory role, Huss serves as president of the St. Benedict Saints Baseball Association, a youth and amateur baseball organization in Savage, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Kimberly Osborne is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a consultant for Beauty Counter, providing skin care and makeup products to her personal network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in commercial real estate ownership through partial ownership of a building in Shakopee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendations with ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework.

David Schmitz is a financial advisor with OSAIC, holding a Series 63 license and over 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory work, he is treasurer of North 20 Brewing Company, a nano-brewery co-founded with family members. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios across a range of investment types.

Kelly Perron is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, Perron serves as a Brand Ambassador for Gray Duck Spirits, promoting their alcoholic beverages at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in various positions including at Wings Financial Credit Union and in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a large network of investment adviser representatives.