Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. 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 analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Christopher Sorsoleil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His career includes roles at Securian Financial Services and CRI Securities. Outside of his advisory work, he serves as a board member for the Crohns and Colitis Foundation and owns a landscaping business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers various portfolio management and retirement services, providing access to multiple program structures and investment strategies across discretionary and non-discretionary accounts.

Sarah Joseph is a financial advisor at RBC Capital Markets with 16 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she teaches drama and speech at Saint Francis Christian School. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party management to address various client needs.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, MN. 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 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.

Eric Samshal is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Doody is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms including Protective Life Insurance Company, Investment Distributors Inc, Transamerica Capital Inc., and Pacific Life. Doody is currently based in South St. Paul, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jennifer Machtemes is a financial advisor with Ameriprise in New Brighton, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as an ice skating instructor at White Bear Lake Sports Center. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets and $500,000 in Ameriprise-managed accounts, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support clients approaching or in retirement.

Jonah Jangula is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles in the restaurant industry and involvement with Charleston's Overspeed Hockey Training. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and relies on model-driven strategies managed by unaffiliated asset managers.

Austin Knapp is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he has been involved with Imola Motorsports since 2016. Ameriprise Financial Services is a large institutional advisory firm serving both 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.

Jonathan Reed is a CFP® and holds a Series 66 license, with 16 years of industry experience. He has been with Edward Jones since 2010, working out of their St. Paul, MN office. 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 provides 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.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Brook Holzinger is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed, Irish Group, Inc., and various insurance carriers. Holzinger has also acted as a notary and operated a business entity, IRISH Group, Inc., for tax and investment-related purposes. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Adam Solon is a financial advisor with Ameriprise in White Bear Township, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Diversified Real Estate Services and has a background in education at Gustavus Adolphus College and Nova Classical Academy. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored retirement-income recommendations.

Troy Moser is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds the Series 66 designation and has worked within Wells Fargo’s affiliated entities since 2011. He is the sole owner of Moser Wealth Management LLC, an investment-related business based in Woodbury, MN. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products, serving clients through a network of over 4,000 advisors.

John Ehlers serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to the changing market conditions, integrating investment insights from Merrill with banking and lending solutions from Bank of America. He emphasizes creating a flexible strategy based on clients' individual priorities to help them pursue their long-term financial goals. Throughout his career, John has dedicated himself to fostering trust-based relationships and providing advice on multifaceted personal and business finances. He works closely with clients to develop financial approaches that address their unique objectives. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), credentials that reflect his commitment to ongoing education and expertise in the field. John holds a Bachelor's Degree from the University of Iowa. In alignment with the Merrill tradition, he is actively involved in community volunteer activities, demonstrating a commitment to the communities he serves.

Greg Grotewold is a financial advisor with Cetera who holds a Series 66 designation and has 25 years of industry experience. He has held roles at multiple Cetera entities since 2023 and previously worked at H-Beck and Securian Financial Services. Outside of his advisory work, he writes articles for Christian magazines providing spiritual encouragement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and provides access to multiple program platforms and third-party money managers.

Kenny Calvird is an Investment Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on collaborating with clients to develop and execute personalized financial plans tailored to their specific goals. Prior to his current position, Kenny held several roles at Ameriprise Financial, including Client Relationship Manager from 2020 to 2024, Client Support Associate from 2019 to 2020, and Client Service Coordinator from 2018 to 2019. He holds a California Insurance License.

Vincent Altstaetter is a financial advisor at Edward Jones with nine years of industry experience. He previously worked at Ameriprise Financial Services and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors.

Alexander Townsend is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior roles include positions at UMB Bank, Dubuque Bank and Trust, Heartland Financial, and the University of Iowa Health Care. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kevin Flynn is a financial advisor with LPL Financial based in Hudson, WI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2017 and also provides investment advisory services through GWM Advisors, LLC, an independent firm he has been involved with since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.