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.

Kevin Sevlie is a CFP® professional with 18 years of experience in financial advisory services, currently with Ameriprise Financial Services. His prior experience includes roles at Northwestern Mutual and Monica Eckberg. Outside of his advisory work, he owns and manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focusing on retirement income planning through written recommendation reports and ongoing advice.

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.

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.

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.