John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of his advisory role, he is involved in managing an art gallery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad spectrum of investment strategies.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union, CUNA Brokerage Services, Edward Jones, and First Trust Advisors LP. He is also associated with Wings Financial Credit Union as an advisor. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including six years at Ameriprise Financial Services. Outside of his advisory role, he serves as a board member for the Wyndemere Homeowners Association and works as a firefighter with the Apple Valley Fire Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing collaborative planning relationships and educational seminars, focusing on recommending investment categories and strategies rather than specific products.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2024. He has held positions at several firms including Sagepoint Financial, Third Street Advisors, and OSAIC. Outside of his advisory role, he has employment ties to SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing technology.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2017, Leary worked at Nationwide Securities LLC and has been involved with the McKenna Agency since 2015. Leary also serves as an active trustee of the Leary Family Investment Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

David Madetzke is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. His prior roles include nearly a decade at Focus Financial and positions at Securities America Advisors before joining OSAIC. Outside of his advisory work, he volunteers as a girls hockey coach and serves as a trustee of a family irrevocable trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of 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, focusing on retail clients rather than institutional pension or profit-sharing plans.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Paul Bayer is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent since 2014, with prior experience at the firm beginning in 2008. 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 financial planning across various topics without managing discretionary assets for institutional clients, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rhys Gailah is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, MN. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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.

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.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Daikin Applied, along with serving ten years in the U.S. Army. Outside of his advisory role, he is a board member and membership chair of the Rotary Club of Lakeville. OSAIC serves a broad mix of retail and institutional clients, including high-net-worth investors and organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of asset-allocation tools and third-party services to construct and manage diversified portfolios.

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.

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.

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.