Garrett Bassett serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. Prior to joining Fidelity, he worked as a Financial Consultant at Ameriprise Financial from 2012 to 2016. In his current position, he focuses on building long-term relationships with clients by developing personalized financial plans tailored to their goals, concerns, and priorities. As a Certified Financial Planner (CFP®) professional, Bassett provides guidance in areas including retirement planning, investment management, and broader financial planning needs. He is committed to offering ongoing support to clients and is available for in-person, phone, or virtual meetings.

Erik Grinde is a financial advisor with Thrivent Investment Management in Woodbury, MN, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 planning that covers a range of topics, including retirement and estate planning, and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Tiernan Patrick Talbot is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs and Endeavr Wealth Management. Outside of his advisory role, Talbot is involved in small business ventures including Reliable RAM, LLC and an online men’s clothing sales business. J.P. Morgan Securities 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.

Jonathan Mouavangsou is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and four years of industry experience. His prior work includes roles at U.S. Bancorp Investments, the Mayo Clinic, and various other organizations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Jill Steenis is a CFP® professional with 19 years of experience in the financial industry, all with Edward Jones since 2007. She holds a Series 66 license and is based in New Richmond, WI. Outside of her advisory role, she is the owner of Grand Vista Properties, LLC, a rental business in Scottsdale, AZ. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and a comprehensive suite of affiliated financial services.

David Huffcutt is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of brokerage and investment advisory services supported by integrated financial planning and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios with various asset types, managed either discretionarily or non-discretionarily.

Holden Zinda is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 66 credential. He has one year of experience in the industry and previously worked in various roles outside financial services, including positions at U.S. Medical Supplies, Liberty University, Walmart, and other organizations. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Dwayne Dean is a financial advisor at Charles Schwab with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including TDAmeritrade, Wells Fargo Clearing, and Wells Fargo Investments. Outside of his advisory role, he volunteers as a corporate account signer for the nonprofit Chanarambie Christian Camps. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage and custody services. The firm’s multi-asset model portfolios and centralized operations support a large client base across various wrap programs.

Bjorn Miller is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2013. He also has a longstanding role at Northwestern College beginning in 2010. Outside of his advisory work, Miller is a law service representative for North Oaks Legal Services, Inc. and operates a home-based business selling weekly planners on Amazon and eBay. 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 financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad non-advisory financial services network.

Kyle Christensen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Fastenal, 3M, and Fenix Pest Control. Kyle is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research and quantitative analysis to construct model portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Denice Riley is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2014 to 2019. Denice is also a licensed notary in Oakdale. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Joseph Donohue is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Thrivent, he worked at Donohue Appraisal and spent several years as a stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics without implementation services. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option.

Daniel Hocking is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at City National Bank for nine years and RBC Capital Markets for seventeen years. Outside of his advisory role, he contributes to the marketing and communications efforts of Interval Servicing, a timeshare membership company. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Benjamin Hoeffler is a CFP® professional affiliated with Charles Schwab, with 17 years of experience in the financial industry. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade, prior to joining Charles Schwab and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and maintains ownership in Financial Consulting Services, Inc. since 2012. His prior experience includes roles at Harbour Investments and National Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various strategies, including proprietary model portfolios and third-party management.

Dennis Dussik is a financial advisor with LPL Financial in Oakdale, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Fortis Investors, Inc./Woodbury Financial Services, Inc. for 31 years and spent one year at OSAIC before joining LPL Financial. He is also a notary at GHJ Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Benjamin Eby is a financial advisor at Edward Jones with three years of industry experience. He previously worked at New York Life/D55 for four years and served seven years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Viridiana Mc Murray is an advisor with LPL Financial and holds a Series 66 credential. She has experience working at LPL Financial since 2021 and has also been associated with Schadel Financial Group and Intermark Management. Prior to her advisory roles, she worked with Learning Care Group and the Boys & Girls Clubs of Indian River County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment services and platforms.

Melanie Whitcomb is a financial advisor with Edward Jones in River Falls, WI, holding a Series 66 designation. She has been with Edward Jones since 2008. Outside of her advisory role, she has performed occasional office cleaning services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm is noted for its extensive network of advisors and branches and for maintaining affiliated financial capabilities beyond advisory services.

Keith Vandell is a financial professional with 28 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has previously worked with Securian Financial Services, Inc. and Minnesota Life. Vandell is also a partner in Waypoint Wealth Group LLC and engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.