Benjamin Wedell is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is involved in agricultural product ownership and operates as a health insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, and estate matters. The firm’s approach combines goal-based analyses and planning with managed-account programs, while maintaining a separation between planning services and portfolio management.

Steven Bullert is a CFP® professional with 30 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for nine years. In addition to his advisory work, he provides seasonal tax preparation services and offers life insurance, long-term care insurance, and fixed annuities through First Resource Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts, offering a variety of investment options and third-party managed-account solutions.

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.

Kenneth Maahs is a financial advisor with OSAIC who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Lakeland Mortgage Corporation since 2002. In addition to his advisory work, he operates KEN MAAHS AND ASSOCIATES, INC, a corporation focused on independent insurance sales and investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple investment platforms, employing asset-allocation tools and risk assessments to construct portfolios managed on discretionary or non-discretionary bases.

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.

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.

Karif Roberts is a financial advisor with Edward Jones in Blaine, MN, holding CFP® and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2009. Roberts was a minority shareholder in BEVPOST LLC, a company involved in marketing product discounts, during its early stages. 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.

Andrew Fish is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of his advisory role, he manages rental property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors.

Charla Turch is a CFP® professional with over 42 years of experience in the financial industry. She is affiliated with OSAIC and has worked with Financial Dimensions Group, Inc. since 2001 and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1997. In addition to her advisory work, she serves as a volunteer finance committee member for St. Charles Borromeo Catholic Church. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct tailored portfolios.

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.

Jennica Hasbargen is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, Hasbargen serves as president of the Baudette Curling Club and is the owner and property manager of H&A Properties, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Mark Sobiech is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds, providing detailed written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement planning through a centralized consulting team.

Annette Conley is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 2007, continuing her tenure through its affiliation with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Isaac Vanloon is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2002. Outside of advisory work, he owns Isaac VanLoon and Associates, which operates investment-related services primarily for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party managers and custodians.

Shawn Eilefson is a financial advisor with Osaic Wealth, Inc., holding the CFP® designation and Series 63 license, and has 31 years of industry experience. He has been affiliated with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 1995 and has worked with Financial Dimensions Group, Inc. since 2001. Outside of advisory services, he owns a sole proprietorship offering term life and survivorship life insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers, providing integrated brokerage and advisory services with access to multiple third-party money managers. The firm employs various asset allocation tools and supports multiple investment platforms, including discretionary and non-discretionary account management.

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.

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.