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.

Kelly Johnson is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Johnson worked in educational roles at several schools including The Gardner School and Primrose School. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.

Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk management, and specialized services that require specific credentials.

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Fouberg is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he is involved as the statutory agent for a corporation that transacts life insurance and fixed annuity sales and serves as a general partner in a family partnership. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, using asset-allocation tools and automated rebalancing to manage portfolios that may include a range of investment types.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility 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 support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Alexa Wagner is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various divisions of Fidelity since 2012. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of algorithmic methods, including AI and large language models, in portfolio management.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alexander Vandyke is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2007. Outside of advisory work, he is involved in non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary research and third-party strategies.

Cheryl Johnston is a CFP® with 25 years of industry experience. She has worked at LPL Financial since 2025 and previously spent 24 years at Edward Jones. Outside of her advisory role, she is involved with Lost Lake Farm LLC, a farming business in Prior Lake, MN. 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 range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies with options for discretionary and non-discretionary management.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Derek Brinkman is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the City of Savage Police Department for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 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, operating under a fiduciary standard.

Loren Edberg is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Royal Alliance Associates and Focus Financial Network. Outside of his advisory role, he owns a home remodeling business and a boat storage company in Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of advisors utilizing various investment strategies and operational support tools.