Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Jones is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential with six years of industry experience. He has been with Thrivent since 2019. Outside of his advisory role, Jones serves on the board of the Minnesota United Methodist Builders East and is involved in mission selection at Epworth United Methodist Church; he also supports development operations for the Northern Star Council of the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts through its WealthPlan option, while maintaining separate planning and investment management services.

Peter Lewis is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Richard Hanzlik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has a long career history including roles at Ascend Financial Services, Inc., C.R.I. Securities, Inc., North Star Consultants, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he is involved as an agent/broker in several business ventures including Hanzlik Financial Services, HHAV Retirement Planners LLC, and Waypoint Wealth Group LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Christopher Nelson is a financial advisor with Edward Jones in Lakeville, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he spent five years with Bowlero Corporation/Bowlmor-AMF. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.

Amethyst Gefre is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab, Gefre worked at Ameriprise Financial Services and has been self-employed as the owner of Galena Concepts, LLC, an ecommerce business selling furniture, clothing, and accessories. Charles Schwab & Co., Inc. primarily serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody, brokerage, and advisory support.

Mariah Christensen is a Series 66-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera, where she has worked since 2023. Prior to this, she was with Securian Financial Services, Inc. for eight years and Minnesota Life Insurance Company for 19 years. She is also an employee at Park Square Theatre, a position she has held since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple program structures.

Jeffery Birkeland is a financial advisor with Ameriprise in St. Paul, MN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Douglas Baines is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. His background also includes a brief period at Delta Airlines. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nicholas Hauser is a financial advisor with LPL Financial based in Saint Paul, MN, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes 15 years at Feltl and Company and engagements with Old National Bank and the City of Minneapolis-Minneapolis Park Board. Outside of his advisory role, Hauser works at the Francis A Gross Golf Course and serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to research and model portfolios.

Deborah Johnston is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 18 years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management, offering a broad set of services including fee-based financial planning, portfolio management, and capital markets activities.

Andrew Vix is a financial advisor with OSAIC based in Woodbury, MN. He holds the CFP® designation and has 22 years of industry experience, including roles at Royal Alliance Associates and Signator Investors. He is also involved as a partial owner and COO of Advanced Financial Consultants and owns Vix Enterprises, an S Corp for tax purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and various managed account solutions.

Yu Jiang is a financial advisor at Morgan Stanley with eight years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Clearing Services, and Morgan Kenwood Advisors. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools combined with firm-approved methodologies in its planning process.

Douglas Bruce is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 1986 and holds Series 63 and Series 65 designations. Outside of his advisory role, he serves on the investment committee for the Northern Star Council, an educational organization. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining proprietary capital market research with a range of portfolio management and wealth management offerings. The firm integrates institutional trading capabilities with comprehensive financial planning and investment solutions.

Ryan Willaert is a financial advisor with Ameriprise in Woodbury, MN, holding CFP® and Series 66 designations and totaling 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach integrates internal research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.