Edward Sachs is a Financial Advisor at Thrivent Investment Management with seven years of industry experience. He previously worked at Wayzata Research Group, LLC for twelve years, where he served as President. Sachs is also a board member of YMCA Camp Warren, a nonprofit organization offering resident summer camping through the Twin Cities YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing program.

Gloria Pozzini is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. She has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for over 31 years and spent 23 years with Financial Dimensions Group, Inc. Pozzini also sells life, disability, fixed annuity, and long-term care insurance, providing coverage assessments to clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk tolerance analysis, and automated rebalancing to construct portfolios that include a variety of investment types.

Joshua Beck is a CFP® and ChFC® with 24 years of experience in financial advising at Thrivent Investment Management. He has been with Thrivent and its predecessor entities since 2002. Outside of his advisory role, Beck serves on the Senior Leadership Council of Family of Christ Lutheran Church and works as a high school and college football official during the fall season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed account programs and does not accept discretionary trading authority for its planning engagements.

Bruce Kirking is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. He has worked at Primerica Advisors since 1999 and has prior experience at Mills Fleet Farm. Outside of his advisory role, he serves as vice-managing member of Pine Knoll Partners, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary 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 rather than fixed fees.

Ryan Nelson is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for nine years. In addition to his advisory role, Nelson is an insurance producer specializing in life, disability, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Marcus Hubers is a CFP® professional with 24 years of experience in financial advising. He has been with Ameriprise since 2002, serving in various capacities over that time. Hubers is a managing partner of The Windsor Group, an LLC related to his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Fizal Kassim is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors for nine years. He is also involved in insurance sales, focusing on life, health, and annuity plans. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing a variety of investment tools and portfolio management strategies.

Jeffrey Bergerson is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and owns Bergerson Tax Services, Inc., a tax preparation and planning business. Additionally, he co-produces content for The Fantasy Golf Insider, an informational website on professional and fantasy golf. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Ryan Woytcke is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 designation and previously worked at Crown Capital Securities, LP for 20 years. Outside of advising, he is involved in tax preparation and accounting. 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 variety of financial planning and asset management solutions, including access to third-party managers and institutional platforms, supported by extensive operational tools and a broad network of advisors.

Shae Morsfield is a financial advisor at Edward Jones in Elk River, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Shae worked in various educational and community support roles, including positions at multiple public schools and non-profits. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Blaeser is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously served at VOYA Financial Advisors for seven years. Blaeser is also president and owner of MoneyGeeks Financial Network, Inc., and serves as president of a local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships for its network of over 10,000 advisors.

Madison Thor Uy is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Ameriprise since 2017, prior to which he had multiple roles at Concordia College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework influenced by its affiliated product ecosystem.

Donald Davenport is a financial advisor with Wells Fargo Clearing, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 15 years with Wells Fargo Insurance Services Investment Advisors, Inc. and Wells Fargo Insurance Services USA, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Bouts is a financial advisor with Ameriprise in Mound, Minnesota, holding a Series 63 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he provides coaching and consulting services to CPAs and accountants through his own consulting business. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team that combines research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Zachary Holloway is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at Waddell & Reed, Advisornet Wealth Management, Cetera Advisor Networks, and Edward Jones. Holloway is also a commissioned notary as noted in his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Deleeuw is a financial advisor with Primerica Advisors in Lino Lakes, MN, holding a Series 63 designation and 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Koch bus company and Island View Golf Club. Outside of advising, he has participated in non-investment activities such as working as an Instacart shopper. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers alongside BNY Mellon Advisors for portfolio implementation.

Jeremy Weston is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Christine Vander Heyden is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. She has eight years of industry experience and previously worked at TCF National Bank for sixteen years. Her professional background is focused within Thrivent and its affiliates since 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a variety of planning topics. The firm’s approach separates planning from managed-account services and includes periodic reviews, without discretionary trading authority for the Dedicated Planning Service.

Ann Benson is a financial advisor at OSAIC Wealth Inc. with 12 years of industry experience. She holds a Series 66 designation and has been with OSAIC Wealth since 2014. She also served as a registered assistant at Financial Dimensions Group Inc. from 2014 to 2024. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage diversified portfolios tailored to client needs.