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.

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 Series 66–registered financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, she worked in various roles including positions at Edina Country Club and the University of St. Thomas. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and Questar Asset Management. Outside of financial advising, he manages a hobby farm called Golden Pond Acres. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Jeffrey Petronack is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to joining LPL Financial in 2022, he worked at Wings Financial Credit Union and CUNA Brokerage Services, with earlier experience at Morgan Stanley. 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 services including financial planning, model portfolios, and access to third-party asset managers, supporting advice and account management through a large network of investment adviser representatives.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Allianz Life Financial Services LLC and Wings Financial Credit Union. She also operates Prepare + Prosper, a tax preparation and accounting service. 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 portfolio programs, and institutional platforms.

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 at LPL Financial with 26 years of industry experience. His career includes roles at Wings Financial Credit Union, CUNA Brokerage Services, Cetera, MidCountry Bank, and TD Ameritrade. He holds Series 63, 65, and 66 licenses. 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 portfolio programs, third-party asset management, and institutional platforms.

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.