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.

Kathryn Pennington is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. She has worked with Ameriprise and its affiliate Ameriprise Financial Services since 2010. Outside of her advisory role, she co-owns Synergy Wealth Group LLC, a franchise ownership entity, and serves as Fund Development Chair on the Board of Directors for the Park Nicollet Foundation. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its broad institutional platform.

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.

Gary Hoshaw is a financial advisor with Primerica Advisors, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory work, he owns and serves as president of Gary and Carrie Hoshaw Inc., a legal entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jack O'Brien is a Series 66 licensed financial advisor with Thrivent Investment Management, bringing one year of industry experience. His background includes roles at Equitable Advisors and data analysis at Pro Football Focus. Outside of finance, he is involved in his local community as a member of the Waconia Chamber of Commerce and the Waconia-West Carver Rotary Club, and he coaches football and participates in local hockey activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based, holistic planning without discretionary trading authority, offering clients the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Jian Yang is a CFP® with 12 years of experience and has been with Edward Jones since 2014. He is based in Spring Park, MN, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Gutowsky Jr. is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 66 credential and has previously worked at SagePoint Financial Inc. and Cetera Advisors LLC. He serves on the board of the Fellowship of Christian Athletes, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and unified managed accounts. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools and is notable for its scale, complex affiliate network, and recent consolidation activity.

Anthony Schuster is a CFP®-designated financial advisor with Ameriprise, possessing 23 years of industry experience. He has been with Ameriprise since 2009. Outside of his advisory role, he provides financial planning advice and investment management recommendations through his outside employment with WDA, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a retirement income service that provides clients with written recommendations and ongoing planning advice focused on income and tax-aware withdrawal strategies.

Luke Lange is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he held roles at Stauer and Simple Living Boutique, among other positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Peter Hess is a financial advisor with Thrivent Investment Management based in Waconia, MN, holding a Series 66 designation and 15 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Hess serves as a track coach for middle-distance runners at Waconia High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and combines planning with managed-account programs under a consolidated billing option.

Joseph Yeado is a financial advisor at Edward Jones with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining Edward Jones in 2018. 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, supported by a large network of financial advisors and branch offices nationwide.

James Wiberg is a financial advisor at Thrivent Investment Management in Chaska, MN, with 30 years of industry experience. He has held his current roles at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He holds Series 63 and Series 66 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and asset management separate.

Britt Tappen is a financial advisor with Ameriprise in Mound, MN, holding a Series 66 designation and 26 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she co-owns Backyard Bars LLC, a construction business. Ameriprise is an institutional firm serving clients with significant investable assets, offering a retirement-income planning service that combines research, modeling, and tax analysis to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Leslie Joon is a financial advisor at Fidelity with 13 years of industry experience. They hold Series 63 and Series 65 designations and have worked at various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Taylor White is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has additional involvement as a director and owner in multiple financial and investment-related businesses, including Vision Financial Group and Financial Integrators. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals. The firm provides both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Lindsey Oldre is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Lindsey worked at Allianz Technology of America and Allianz Life for a combined 16 years. Outside of her financial career, she makes and sells handmade mittens seasonally on Etsy. 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 and services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Adam Phillipich is a Series 66-licensed advisor with 17 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2020, following an 11-year tenure at Axa Advisors, LLC. Outside of his advisory role, Phillipich serves as Chairperson of the Bloomington Future Leaders Steering Committee through the Bloomington Chamber of Commerce. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Thomas Schulenberg II is a financial advisor with RBC Capital Markets in Orono, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2005 and spent eight years at City National Bank. Outside of his advisory role, he is a passive owner of a private placement investment vehicle. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and provides diverse portfolio structures designed to meet varied client needs.

Jessica Hess is a financial advisor at Thrivent Investment Management with three years of industry experience. She previously worked at the Leclair Group and has a background as an athletic trainer at Ridgeview, a regional hospital where she provided emergency care and sports medicine services. Hess holds a Series 66 designation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm provides holistic analyses across various planning topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

Erin Theisen is a financial advisor with UBS Financial Services in Mound, MN. She holds a Series 66 designation and has 19 years of experience in the industry, all of which have been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.