Nicholas Ternes is a CFP®-certified financial advisor with Ameriprise, based in Prior Lake, MN, and has 16 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he serves on the Board of Directors for the Scenic Heights Owners Association and is involved in managing his advisory business through ownership interests in related entities. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions, including a specialized retirement-income planning service for clients with significant investable assets. The firm employs a combination of research, modeling, and algorithmic tools to provide tailored, non-discretionary retirement income recommendations.

Paul Youngs is a CFP® with 20 years of industry experience and has been with Edward Jones since 2008. He holds the Series 66 designation and is based in Shakopee, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Brittany Cage is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Mitchel Johnson is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise since 2013 in various capacities. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team and combines automated and tailored approaches in its retirement planning.

Patrick Krall is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Expeditors International of Washington and had roles with the Oakland Athletics and Clemson University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Emily Simpson is a Series 66-licensed financial advisor at Thrivent Investment Management with four years of industry experience. She previously worked for U.S. Bank for six years before joining Thrivent in 2022. Outside of her advisory role, Simpson serves as Vice President on her neighborhood homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement and estate planning. The firm offers planning separate from portfolio management, with options to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Nathan Brusseau is a financial advisor with OSAIC holding a Series 66 designation and five years of industry experience. He previously worked at Securities America Advisors and Diversified Wealth Management LLC. Brusseau is involved in community service as President of the New Prague Rotary Club and serves as a board member for the New Prague Area Education Foundation; he also owns and operates Promoveo Development LLC, a real estate management company. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, recent consolidation, and a complex affiliate network that supports a wide range of investment programs.

Matthew Olson is a financial advisor with Fidelity in Shakopee, MN, holding a Series 66 designation and 16 years of industry experience. His prior work includes ten years at Ameriprise Financial Services and three years at Lowe's Home Improvement. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios spanning mutual funds, ETFs, and ETPs, and maintains formal advisory roles for multiple registered investment funds.

J. Kyle Haugen is a financial professional with 20 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has worked at several firms, including BFC Planning, Inc. and American National Insurance. Haugen is actively involved in community organizations, serving as chair of the Prior Lake Rotary Foundation and vice chair of both the Scott County Public Safety Foundation and Rotary District 5960 Charitable Foundation. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment managers.

Dominique Wondra is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise in 2026, Dominique worked in various roles including at Aldi and Prodigy Web Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering 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.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Amber Meger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Shane Swanke is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. Swanke also operates Swanke Financial Group, founded in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Christy Naegely is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2010. 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 retirement-income planning advice and tailored recommendation reports focused on income sources and tax-aware withdrawal strategies.

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Brittney Daniels is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior roles include positions at Sedgwick CMS and Bridges MN. 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 strategies supported by a large network of financial advisors and branch offices.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Chad Tuschen is a CFP® professional with 20 years of industry experience. He is currently affiliated with OSAIC and Bottoms Financial, Inc., having previously spent 25 years with Lincoln Financial Advisors and Lincoln National Life Insurance Company. Outside of his advisory work, he is also involved in insurance sales focusing on group benefits and various insurance products. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.