Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

John Ehlers serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to the changing market conditions, integrating investment insights from Merrill with banking and lending solutions from Bank of America. He emphasizes creating a flexible strategy based on clients' individual priorities to help them pursue their long-term financial goals. Throughout his career, John has dedicated himself to fostering trust-based relationships and providing advice on multifaceted personal and business finances. He works closely with clients to develop financial approaches that address their unique objectives. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), credentials that reflect his commitment to ongoing education and expertise in the field. John holds a Bachelor's Degree from the University of Iowa. In alignment with the Merrill tradition, he is actively involved in community volunteer activities, demonstrating a commitment to the communities he serves.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Kevin Flynn is a financial advisor with LPL Financial in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked at several firms, including Edward Jones, Investment Centers of America, and Wells Fargo Clearing. Flynn is also involved with GWM Advisors, LLC, an independent registered investment advisor through which he provides investment advisory services. 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, utilizing various investment strategies and tools, and supports a large network of advisors across the United States.

Mitchell Zimmer is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at multiple entities affiliated with Cetera and has prior experience with North Star Consultants, Inc. Zimmer is also involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Zachary Huppert is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. He has worked at NewEdge Advisors and CPR Wealth Advisors, among other roles. Outside of advising, he provides administrative support to NewEdge Advisors, an independent investment advisory firm. 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 services and platforms, combining extensive scale with diversified financial activities.

John Leonard is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 17 years of industry experience. His prior positions include roles at Bradley Vick and Northwestern Mutual Wealth Management Company. He is also commissioned as a notary. 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, including financial planning and access to model portfolios and third-party asset managers.

Brock Thornton is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles outside finance such as positions at Monticello School District, Uber, and as an Amazon Seller. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

Angela Dunivent is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She previously worked at Woodbury Financial Services, Inc. for 13 years and OSAIC for one year before joining LPL Financial. 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, third-party asset management, and institutional platforms.

Michael Rosin is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds a Series 66 designation and is based in Woodbury, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Kara Schiller is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and five years of industry experience. She has worked with Ameriprise since 2019, with prior experience in hospitality and university services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm focuses on tax-aware withdrawal strategies and dependable income sources, using proprietary research and third-party data to create tailored recommendations.

Cade Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at RBC Capital Markets, LLC for three years and has experience in educational roles at the University of Minnesota and Waunakee High School. 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 a large network of investment adviser representatives.

Ann Rislove is a Series 66 licensed financial advisor with Edward Jones, based in Woodbury, MN. She has seven years of industry experience, all with Edward Jones since 2012. 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 range of advisory programs and investment solutions under a fiduciary standard.

Robert Bryan is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Sullivan Cotter and Clinician Nexus. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various planning areas without implementation or discretionary trading authority.

Scott Rains is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has professional experience spanning roles at AT&T and BMO Harris Bank prior to joining LPL Financial. 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, third-party asset management, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, asset allocation, and tax-aware withdrawal strategies.

Donald Klitz is a financial advisor at Edward Jones in New Richmond, WI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Altis for two years and was involved with New Richmond High School and New Richmond Area Centre in various roles. 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 operates through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Arlene Myers is a financial advisor with Thrivent Investment Management in Cottage Grove, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics and offers a consolidated billing option that combines planning with managed-account services, while keeping them separate.