Kristin Rogers is a CFP® professional with 11 years of industry experience, currently serving at CGN Advisors, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Sioux Falls, SD. Outside of her advisory role, she serves as a secretary for a church, assisting with invoice payments and board expense updates. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base, including individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset-allocation strategies and tax-aware investment vehicles, and it offers educational workshops and pension consulting services.

Aaron Imholte is a CFP® professional with seven years of industry experience, currently affiliated with Principal Financial Services. He has worked at firms including Baird and UnitedHealth Group. Imholte owns Imholte Management, LLC, established for entity planning and tax purposes related to his financial planning practice. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Ryan Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes over a decade with various Transamerica entities. Outside of his advisory role, he is an owner of a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed with Morningstar Investment Management.

Andrew Scalia is a financial advisor at Creative Planning with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Investments for 17 years and Lockton Investment Advisors from 2017 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in client assets through more than 1,100 advisors.

Zachary Muckenhirn is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background that includes roles with several professional baseball teams. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Matthew Kruse is a financial advisor at Edward Jones in St. Michael, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advisory work, he is a landlord of rental property in Albertville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Brian Thickpenny is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he serves as CEO of Brian Thickpenny, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Hiedi Hendrickson is a CFP®-designated financial advisor with 26 years of industry experience, currently with OSAIC since 2024. She previously worked at Securities America Advisors Inc. and Securities America, Inc. for over two decades. In addition to her advisory role, Hendrickson owns and manages an independent insurance agency specializing in fixed insurance products, including health insurance and Medicare plans. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to corporations and charitable organizations, offering a range of financial planning, brokerage, and advisory services. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Troy Bigalke is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Ameriprise since 2005, currently based in Saint Michael, MN. Outside of his advisory role, he owns a business, Bigalke Inc., which is not related to investment activities. Ameriprise is an institutional firm offering a retirement-income planning service tailored for clients generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients approaching or in retirement, and delivers a broad range of advisory, brokerage, and insurance solutions.

Jeffrey Raiche is a financial advisor at Edward Jones in Albertville, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently has experience with Dominos Pizza 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 through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Denver Colgrove is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. His work history includes positions at Osaic and Fish & Richardson, as well as prior employment outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. 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.

Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Gary Hoshaw is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he owns and serves as president of Gary and Carrie Hoshaw Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 for its services.

Jack Magrum is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His work history includes roles at Lake Central Bank and LPL Financial. He also has experience in education and retail sectors, including a decade working with schools and four years at O'Brothers Wine & Spirits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, brokerage services, and retirement plan consulting with access to discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

Steven Novacek is a financial advisor at Edward Jones in Buffalo, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked in physical therapy and wellness, lumber and millwork, and spent time at Marquette University. Outside of his advisory role, he is co-owner of NoMa LLC, a fitness business, and serves as the head volleyball coach for Buffalo High School’s varsity team. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches across the United States.

Joseph Yeado is a financial advisor with Edward Jones in Delano, MN, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Luke Gagnon is a Series 66-licensed financial advisor with Ameriprise in Annandale, MN, bringing 19 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Gagnon coaches football at a local school. 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 detailed retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.