Robert Korluka is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Axa Advisors, LLC, River Valley Athletic Club, Midwest Fitness Co., and Courage Kenny Rehabilitation Institute. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Gordon Defiel is a financial advisor at OSAIC with two years of industry experience. He holds the CFP® and Series 63 designations. Prior to his current role, he has worked at firms including Gradient Financial Group and First Resource Group. Outside of advisory work, he provides life insurance and fixed annuities to clients through his role as an insurance agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutional clients, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Anthony Thole is a CFP® professional with 24 years of industry experience. He currently works at RBC Capital Markets and previously held roles at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Polly Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding a Series 63 designation and 17 years of industry experience. She has been with Primerica Advisors since 2008 and Primerica Financial Services since 2007. Outside of her advisory role, Dedrick is involved as Vice President of a general contracting and handyman services business and is a self-employed musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Eric Hansen is a financial advisor with Thrivent Investment Management in Lake Elmo, MN, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2009. 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 topics such as retirement, income tax, estate, business continuation, divorce, and special needs planning, without discretionary trading authority or institutional portfolio management.

Christopher Sieg is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Eric Kajer is a CFP® with 28 years of experience, currently affiliated with OSAIC and Financial Dimensions Group, Inc., where he has worked since 2005. His background includes providing investment advice and selling fixed insurance products, such as life, disability, and long-term care insurance. Kajer also holds a power of attorney for his mother and is involved in managing a personal real estate investment. 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 access to third-party money managers, employing asset-allocation tools and risk analysis to construct portfolios across various asset classes.

Connor Luetke is a financial advisor with Ameriprise in Arden Hills, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2015. 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 deliver personalized recommendations, primarily for clients with substantial assets managed within Ameriprise.

Gregory Schraufnagel is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is involved as contract labor representing manufacturers of industrial hose products and is a co-owner of Schraufnagel Bros. LLC, which manages family-owned wooded land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning engagements on a one-time or ongoing basis with a separation between planning and managed-account programs.

Daniel Grassman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation in its planning process.

Russell Dedrick is a financial advisor with Primerica Advisors in White Bear Lake, MN, holding Series 63 and Series 65 licenses and 13 years of industry experience. His work history includes roles at PFS Investments, Inc., Century College, and Primerica Financial Services. Outside of finance, he is a self-employed flutist and owns Dedrick Construction, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering approaches that include Strategic, Tactical, Tax-Aware, and Income Distribution models.

Paul Demro is a financial advisor with Cambridge Investment Research Advisors in St. Paul, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2012. Outside of his advisory role, Demro volunteers as a firefighter and serves as vice president and board member of the Ham Lake Firefighters Relief Association. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Linda Hensel is a financial advisor at Thrivent Investment Management with a Series 66 designation and two years of industry experience. Prior to joining Thrivent, she worked at Hy-Vee and managed family business activities. She serves on the board of You're Not Alone, a nonprofit that partners with local schools to bring volunteer therapy dog teams into educational settings to support mental health and wellness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing system called WealthPlan.

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.