James Audas is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently affiliated with Kestra Advisory and Kestra Investment Services. His prior experience includes roles at Harbor Capital Advisors, Nuveen Asset Management, Macquarie Investment Management, Ivy Distributors, and Waddell & Reed. Outside of his advisory work, he is an owner of two self-serve car wash businesses, which are operated by his spouse. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base of institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Peter Scheffler is a financial advisor at &Partners with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at RBC Capital Markets and Wells Fargo Clearing. He serves as Treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, ERISA consulting, and brokerage services, employing a combination of fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Michael Nelson is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, E*Trade from Morgan Stanley, Fidelity Investments, Sandvold Financial Group, Wells Fargo Bank, and Scottrade. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions within a model connected to Empower’s recordkeeping and administrative platforms.

Sheilina Sperry is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was with HighQuest Group and Waletich Transportation. 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 and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Steven Korinek is a financial advisor with Edward Jones in Jordan, MN. He holds the ChFC® and Series 66 designations and has six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Amazon for three years. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Ternes is a CFP®-certified financial advisor with Ameriprise, based in Prior Lake, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for the Scenic Heights Owners Association and is involved in managing his advisory business through ownership interests in related entities. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for clients with significant investable assets. The firm employs a combination of research, modeling, and algorithmic tools to provide tailored, non-discretionary retirement income recommendations.

Mitchel Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 in various capacities. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines automated and tailored approaches in its retirement planning.

Nathan Brusseau is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., and Diversified Wealth Management LLC. Outside of his advisory work, he is president of the New Prague Rotary Club, serves as an owner/operator of Promoveo Development LLC, and is a board member of the New Prague Area Education Foundation. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct client portfolios.

J. Kyle Haugen is a financial professional with 20 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has worked at several firms, including BFC Planning, Inc. and American National Insurance. Haugen is actively involved in community organizations, serving as chair of the Prior Lake Rotary Foundation and vice chair of both the Scott County Public Safety Foundation and Rotary District 5960 Charitable Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Dominique Wondra is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, Dominique worked in various roles including at Aldi and Prodigy Web Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amber Meger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Peter Plut is a financial advisor at LPL Financial with a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2017 and has held positions at FIRST NATIONAL BANK and Investment Centers of America, Inc. He is also active in his local VFW post. 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.

Brittney Daniels is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include positions at Sedgwick CMS and Bridges MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Chad Tuschen is a financial advisor with OSAIC holding the CFP® designation and Series 63 license, with 20 years of industry experience. He previously worked for Lincoln Financial Advisors and Lincoln National Life Insurance Company for 25 years before joining OSAIC and Bottoms Financial in 2025. Outside of his advisory role, he is involved in insurance sales, offering group benefits, disability insurance, annuities, and life insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to third-party money managers and a variety of investment and portfolio management tools.

Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

Jonathan Wells is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2011. Outside of advisory work, he is involved in real estate as a licensed contractor and realtor, managing property acquisitions and remodeling projects. He also serves on the board of the Fraternity Purchasing Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Sydney Kirchoff is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Scot Kretzschmar is a Series 66 credentialed financial advisor with 16 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2009. He serves on the board of the Lakeville Chamber of Commerce Foundation, a nonprofit organization focused on workforce development through grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive planning on topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with periodic reviews conducted by financial advisors.

Christine Mc Coy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.