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.

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.

Chelsea Doman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to develop personalized Recommendation Reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.

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.

Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

Jonathan Wells is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2011. Outside of advisory work, he is involved in real estate as a licensed contractor and realtor, managing property acquisitions and remodeling projects. He also serves on the board of the Fraternity Purchasing Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Scott Pierce is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his financial advisory work, he is involved in his family business, Minnesota's Best Painting Company, where he provides consulting and training support. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elizabeth Walker is a Series 66-licensed financial advisor at Thrivent Investment Management with eight years of industry experience. She has been with Thrivent Financial and its investment management division since 2017. Prior to that, she worked at Marshalls for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers goal-based, holistic planning across various financial topics, allowing clients to combine planning with managed-account options while keeping services separate.

Sydney Kirchoff is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Staci Smith is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank, NA from 2012 to 2021 and Wells Fargo Clearing in 2021 before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Scot Kretzschmar is a Series 66 credentialed financial advisor with 16 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2009. He serves on the board of the Lakeville Chamber of Commerce Foundation, a nonprofit organization focused on workforce development through grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive planning on topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with periodic reviews conducted by financial advisors.