Richard Wohlwend Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement in Sabre Financial, where he operates as an insurance agent specializing in fixed life, health, accident, and disability insurance, as well as fixed annuities and health savings accounts. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. 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 across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Royal Jaros is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously with Ameriprise Financial Services, Inc. for 30 years. He co-owns two tax preparation firms and serves on the Board of Directors for Mental Health Minnesota. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. 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 support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Damien Cannaday is a financial advisor with LPL Financial in Lakeville, MN, holding a Series 63 registration and 16 years of industry experience. His background includes roles at Principal Life Insurance Company and Principal Securities, Inc., as well as operating Cannaday Wealth Management and Cannaday Bloom Wealth & Insurance Solutions. Outside of his advisory work, he coaches his children’s sports teams and is a partner in an LLC that owns hunting land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse advisory and brokerage services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various strategic investment approaches.

Seth Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes positions at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and serves as an independent insurance agent and notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and nonprofit organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, using a range of portfolio management strategies across multiple custody platforms.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Cetera and its affiliated firms since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 a wide range of topics, while keeping planning and managed-account services distinct.

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Lance Wagner is a Series 63-licensed financial advisor with LPL Financial, where he has worked since 1999, totaling 27 years of industry experience. He is based in Dundas, MN. Outside of his advisory role, Wagner is involved in a hunting and guiding service called Fenceline Kennels, offering youth and adult hunting trips and training hunting dogs in the off-season. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided by a large network of investment adviser representatives.

Michael Rebischke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across varying asset allocation approaches.

Bruce Hennen is a CFP® and ChFC® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he is involved in tax preparation through his ownership of Agate Stone Tax LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered through a centralized consulting team in partnership with individual advisors.

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. 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 analyses and planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Gail Nieuwsma is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Wells Fargo Bank from 1992 to 2020 before joining Thrivent in 2020. Outside of advising, she owns a rental condo in Ft Myers, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple topics. The firm offers planning as either a one-time or ongoing engagement and integrates these services with managed-account programs under a consolidated billing option called “WealthPlan.”