Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 the Series 66 designation and having two years of industry experience. His prior roles include positions at NewEdge Advisors, LLC and CPR Wealth Advisors. He also provides administrative support to NewEdge Advisors, an independent investment advisor firm. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs and financial planning services through a national network of investment adviser representatives.

John Leonard is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Bradley Vick and Northwestern Mutual Wealth Management Company. Leonard also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and research to support both discretionary and non-discretionary management.

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 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 advisory programs, financial planning, and retirement plan consulting, utilizing various model portfolios, research, and technology-driven investment strategies.

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.

Annie Reed is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN. She holds the Series 66 designation and has two years of industry experience. Prior to her current role starting in 2023, she worked for the St. Francis School District and Minnesota State University, Mankato. 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 analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called "WealthPlan," while keeping planning and investment management services separate.

Jennifer Tix is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics, offering planning and managed-account services separately under a consolidated billing option called WealthPlan.

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 academic and educational settings. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

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.

Ryan Marr is a financial advisor with Cetera, holding a Series 66 credential and 17 years of industry experience. He has worked at Cetera since 2013 and is also the owner of two restaurant and bar businesses. Cetera Investment Advisers LLC serves 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 third-party money managers, managing over $256 billion in assets.

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 in Roseville, MN, holding Series 63 and Series 65 licenses. He began his advisory career in 2026 and has prior experience at BMO Harris Bank and AT&T. 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 retirement plan consulting and model portfolios supported by internal and third-party research.

Kurt Kern is a financial advisor with Ameriprise in Hudson, Wisconsin, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kern serves on the Board of Directors for the Boys and Girls Club of Greater Chippewa Valley. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm utilizes a centralized consulting team to deliver research-driven, non-discretionary recommendations that integrate tax efficiency and adaptive withdrawal strategies, supported by algorithmic automation and ongoing oversight.

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.

Hannah Rasmussen is a financial advisor with Cetera, holding a Series 66 designation. She has one year of industry experience and previously worked at Waypoint Wealth Group and Cetera Wealth Services, LLC. Outside of finance, she has experience in the hospitality sector, having worked at Blackhawk Country Club and The Great Dane Pub and Brewing Company. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.

Zach Stewart is an Investment Consultant who focuses on educating and empowering clients by utilizing the tools and resources available at Fidelity. He employs a holistic planning approach, collaborating with clients to develop plans tailored to their specific goals and needs both presently and in the future. His professional experience includes positions as a Tax Associate at Olsen Thielen CPA's from 2023 to 2024 and as an Investments Intern at Morgan Stanley from 2021 to 2022. These roles have contributed to his understanding of tax and investment strategies. Outside of his professional work, Zach has interests in fishing, gardening, golf, hiking, pets, and traveling.

Michael Mcdonald is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Raymond James Financial Services Advisors Inc., Bremer Investment Services, and Bremer Bank. He is also involved with Simplicity Life. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.