Anne Kersten is a Series 66-licensed advisor with 16 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2012 and 2013 respectively. She previously worked at UBS Financial Services for one year. Outside of her advisory role, she serves as treasurer for CGTA Research Group, a nonprofit focused on Huntington’s research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based analyses and written recommendations across a range of financial planning topics without discretionary trading authority.

Linda Bentz is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional journey at Fidelity began in 2012, progressing through roles such as Financial Consultant, Investment Representative, and Financial Representative. Prior to her tenure at Fidelity, she worked at Wells Fargo from 2006 to 2012, serving as Branch Manager and Premier Banker. Her approach to financial planning emphasizes active listening and attention to detail, aiming to address each client's unique financial goals. Linda holds a California Insurance License, supporting her expertise in the financial services industry. Outside of her professional work, she has personal interests in reading and traveling.

Kiley Demery is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Woodbury Financial Services and Wells Fargo Clearing. Demery is also an agent selling fixed insurance products. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of over 22,800 advisors.

Willow Fields is a Series 66-licensed financial advisor with Fidelity Investments, based in Edina, MN, and has one year of industry experience. Prior to joining Fidelity, Willow held positions at several organizations including Jovie, Power Nutrition, and Northrock Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies, offering discretionary and non-discretionary advisory services and delivering model portfolios through systematic methodologies.

Judy Cameron is a financial advisor with RBC Capital Markets in Edina, MN, holding a Series 63 designation and bringing 33 years of industry experience. She previously worked at UBS Financial Services for 10 years and briefly at Integrated Inc before joining RBC Capital Markets in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and features a wide range of portfolio management, financial planning, and brokerage services.

Jessica Schulberg is a financial advisor with LPL Financial in Eagan, MN, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. Her prior work includes roles at Irish Group Inc, Business Networking International, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, INC. from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs advanced tools for operational and research support.

Andrew Peters is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding Series 65 and Series 63 designations and having nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Everett Bakke is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2020, following an 11-year tenure at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. In addition to his advisory role, Bakke is involved with BDLR Group, Inc. and serves as a registered team member of AFA. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Vitali Kan is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2020 and has prior experience at firms including Securian Financial Services and Minnesota Life Insurance Company. Kan also maintains a paraplanner role at May, Inc., supporting his Ameriprise practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

Nicholas Devasia is a financial advisor at Ameriprise with designations including Series 65 and Series 63, and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Equitable Advisors, LLC. He has also been involved with We Make Footballers and has a background associated with educational institutions such as the College of Saint Benedict and Saint John's University. 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 written recommendation reports and ongoing retirement income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Lane Gans is a CFP® with 39 years of industry experience, currently an advisor at Ameriprise in Eagan, MN. He has been with Ameriprise and its predecessor firms since 1987. Outside of his advisory role, he is a limited partner in The Prairie Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Bradford Woodstra is a financial advisor with RBC Capital Markets in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on clients’ Advisory Risk Profiles, integrating in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Cheryl Larsen is a financial advisor at Ameriprise with 24 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise Financial Services since 2021, following five years with Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Corryn Lyons is a financial advisor at Ameriprise with a Series 66 designation and three years of experience. Prior to joining Ameriprise, Lyons worked in education at Eagle Ridge Academy and Higher Ground Academy Charter Schools. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Held is a Series 66-registered financial advisor with Thrivent Investment Management, based in South Saint Paul, MN. He has 19 years of industry experience, including 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he serves as Vice President of the Dakota Soccer Club, coordinating youth soccer league activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans without discretionary trading authority, with options to combine planning with managed accounts under a consolidated billing system called WealthPlan.

Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Securities America Advisors and service with the US Air Force-GSA. Outside of advising, he is involved in tax preparation and insurance services through his ownership and producer roles in related businesses. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional pension and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, operating through a large network of financial professionals and offering access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Jeffrey Schlesinger is a financial advisor with RBC Capital Markets in St. Paul, MN, holding a CFP® designation and over 32 years of industry experience. He has worked with RBC Capital Markets since 2008 and also has experience at City National Bank. He serves on the board of the Carl and Holly Jones Family Foundation, a nonprofit that awards scholarships and provides mentoring to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Jennifer Mitchell is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2019, with prior experience at Edward Jones, Wells Fargo Home Mortgage, and Randstad USA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through various advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers and model providers.

Jason White is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he owns a business called JW and Assoc., which involves staff payroll and expenses. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored recommendation reports, with a focus on assets held in Ameriprise-managed accounts.