Lynnette Mahlke is a CFP® professional with 38 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial planning topics. The firm supports clients with planning services separate from managed-account programs and conducts periodic reviews of recommendations.

Edward Kozak Jr. is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Voya Financial Advisors, INC for seven years. He is also involved with Sycamore Insurance Group and SycAmore Wealth Management, where he has roles spanning over a decade. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Nathan Mcguire is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory career, he worked for South Washington Schools for 24 years. Outside of his advisory role, Mcguire officiates high school and youth basketball games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Travis Amiot is a CFP® professional with 21 years of experience in the financial industry, all of which have been spent at Edward Jones since 2005. He serves on the Board of Directors for St Croix Catholic School in Stillwater, MN. Edward Jones is a full-service wealth management firm that serves a broad range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Tim Bridgeman is the Vice President and Branch Leader at the Oakdale Investor Center, where he leads a team of financial professionals dedicated to serving clients. In his role, he partners with clients to develop personalized financial plans and assists in their implementation. Tim has extensive experience in the financial services industry, having held various positions including Sales Director, Senior Sales Manager, Sales Manager, and Financial Advisor at Ameriprise Financial from 2011 to 2022 before joining Fidelity Investments in 2022. Outside of his professional responsibilities, Tim enjoys outdoor activities such as camping, golf, hiking, kayaking, and traveling. He is also involved in volunteering.

Michael Goehner is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Alyssa Aguilera is a financial advisor with Edward Jones in Stillwater, MN, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017 and previously worked at Minnesota Best Maid Cookie Co. and the University of Wisconsin River Falls. Outside of advising, she is president of El Rancho Carnelian LLC, an entity that owns recreational land. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Veronica Kuechenmeister is a financial advisor at Ameriprise in Woodbury, MN, holding a Series 66 designation with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Schultze is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry experience in 2026. His prior work history includes roles at Monster Beverage Corporation, Grant Thornton LLP, and the Shakopee Mdewakanton Sioux Community, as well as various positions in the food and service industries. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Matthew Seigfreid is a financial advisor with Edward Jones in Hudson, Wisconsin, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His career includes multiple tenures at Edward Jones totaling 19 years, as well as positions at Infinex Financial Group, Waddell & Reed, Cetera Advisors, and the Prosperity Network of Advisors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Micah Ziemke is a financial advisor at Fidelity with a Series 66 designation. He has one year of industry experience and previously worked at Ameriprise and Helpstone, Inc. Fidelity’s affiliated Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include serving as a commodity pool operator, advising multiple funds, and employing AI-driven research methods.

Cody Uhrhammer is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has a background that includes service in the United States Army National Guard and Army Reserve. Prior to joining Edward Jones in 2018, he worked at Hufcor Inc. for three years. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jesse Krongard is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, previously serving as a Financial Representative and then as a Relationship Manager. Jesse works closely with clients to develop personalized financial plans that manage risk and align with their priorities. His professional experience at Fidelity Investments spans several roles, allowing him to build expertise in client relationship management and financial planning. Jesse's approach involves partnering with clients to pursue their financial goals and striving to find strategies aimed at financial success. Outside of his professional work, Jesse's personal interests include bowling, fitness, golf, and snowboarding.

Peter Kling is a financial advisor at Edward Jones in New Richmond, WI, holding the CFP® designation and Series 66 license with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Bremer Bank from 2013 to 2017. He is a part owner of a family deer hunting cabin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Jen Pietka is a Financial Consultant at Fidelity Investments. She has held multiple roles within the firm, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to joining Fidelity, she worked as an Agent Account Representative at State Farm from 2020 to 2023. Throughout her career, Jen has focused on partnering with clients to plan holistically and support them at various stages of their financial journeys. She aims to be a resource for education and to assist clients in achieving their unique financial goals through appropriate tools, strategies, and relationships. Outside of her professional work, Jen enjoys camping, exploring food, outdoor adventures, skiing, practicing yoga, and spending time with her pets.

Eric Froistad is a financial advisor with Robert Baird & Co. in White Bear Lake, MN, holding a Series 66 designation and having 15 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Bradley Vick is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with LPL Financial, having joined in 2024 after 22 years with Northwestern Mutual in various roles including wealth management and investment management. He is also involved in insurance brokerage activities focusing on life, health, Medicare, annuity, disability, and long-term care insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paige Hoffman is a financial advisor with LPL Financial and holds a Series 66 designation. She has eight years of industry experience, including roles at Willy Zimmerman, Waddell & Reed, and Kestra Investment Services. Hoffman is also the owner and CFO of The Hoffman Group, a business entity she established in 2023. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Eggert is a financial advisor at OSAIC with 36 years of industry experience. He previously worked at Woodbury Financial for 18 years before joining OSAIC in 2024. Eggert holds Series 63 and Series 65 licenses and owns Resource Financial Network, a sole proprietorship involved in the sale of life, disability, long-term care, and health insurance as well as fixed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through a large network of affiliated advisers and employs a variety of portfolio construction tools and third-party solutions.