Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2023, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2023. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs a variety of investment strategies and platforms tailored to client objectives and maintains institutional features such as advisor transition programs and documented compliance processes.

Todd Grace is a financial advisor with Edward Jones in Rosemount, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions through a large network of financial advisors and branch offices across the United States.

Suzanne Siebert is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Farmers Financial Solutions, Farmers Insurance, and Peoples Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight controls and a focus on addressing conflicts of interest.

Parker Shannon is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes positions in education and customer service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Kettwig is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Diversified Financial Advisory Group and FSC Securities Corporation. Kettwig is also the owner of Diversified Financial Group of Lakeville LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment platforms and proprietary model strategies, with both discretionary and non-discretionary implementation tailored to client objectives.

Luke Johnson is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions with CETERA Advisor Networks LLC, Sterling Bridge Insurance Agency Inc, Carroll Enterprises Inc, LYFT, and Riversource Distributors Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services with an emphasis on systematic methodologies and long-term asset allocation.

Rose Brager is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked with Thrivent and its related entities since 2018. Outside of her advisory work, she operates an online resale closet on Poshmark where she sells and donates personal and family items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based financial planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

William Shannon is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Shannon serves on the board of BBIG, LLC, an office condominium entity. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor oversight to deliver tailored retirement income plans primarily through Ameriprise-managed accounts.

Kathryn Nollette is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience, including prior roles at the University of St. Thomas and local golf clubs. 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 services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management options.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Petronack is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has worked at CUNA Brokerage Services and Wings Financial Credit Union since 2015. He operates in Apple Valley, MN. 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 offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at several firms including Allianz Life Financial Services and Wings Financial Credit Union. Outside of her advisory role, she is involved with Prepare + Prosper, providing tax preparation and accounting services. 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. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Philip Postlewaite is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Owatonna, MN. He has 32 years of industry experience, including more than a decade within Wells Fargo-affiliated firms. Outside of his advisory work, he is involved in beekeeping and operates a tree farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Shane Irons is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at several firms, including TD Ameritrade and Cetera, and currently has roles with Wings Financial Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies across its discretionary and non-discretionary management strategies.

Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.