Steven Russek is a financial advisor with Fidelity Investments in New Brighton, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked with Equitable Advisors and has experience in various roles outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Isenberg is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His prior work history includes roles at Insight Enterprises, Inc., Polaris, and Seven Interruptions, Inc. 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 written recommendations on a broad range of planning topics, delivered as either one-time or ongoing engagements.

Thomas Lee is a CFP®-credentialed financial advisor with Ameriprise in Brooklyn Park, MN, bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages Sage Squared, LLC, a legal entity handling non-investment-related business expenses and administrative functions. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service that provides tailored retirement income planning through written reports and ongoing advice, focusing on income sources and tax-aware withdrawal strategies.

Christopher Root is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Ameriprise in Plymouth, MN. He has been with Ameriprise and its affiliates since 2000. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a centralized team in collaboration with advisors.

Laverne Erickson is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 37 years of industry experience. Prior to joining Cetera in 2021, Erickson worked at Voya Financial Advisors from 2014 to 2021. Erickson serves as a board member of the Evangelical Free Church of America, where they provide input on audit and pension plan compliance. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, featuring discretionary and non-discretionary programs and access to a broad network of third-party managers.

James Woytcke is a financial advisor at LPL Financial with 44 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2024, following 25 years at Crown Capital Securities, L.P. He also operates Financial Success, Ltd, a tax preparation and accounting business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. Its platform offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Joseph Lang is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2012. He is based in New Hope, MN, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Lang serves on the board of CROSS Food Shelf, assisting with the organization’s financial operations and budgeting to support community resource efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering comprehensive goal-based financial analyses across various planning areas without managing client portfolios directly. The firm offers flexible engagement options and integrates planning with managed accounts under a consolidated billing arrangement known as “WealthPlan.”

Aaron Jones is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent Financial and its affiliated entities since 2019. Outside of his advisory role, Jones serves on the board of Minnesota United Methodist Builders East and holds leadership positions within local church missions and the Northern Star Council of the Boy Scouts of America. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of topics and offers integration with managed-account programs while maintaining separate planning and management services.

Andre Marshall is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera Wealth Services, LLC. Outside of his advisory work, he serves as a deacon and board member at Zion Baptist Church, where he participates in financial oversight and community fundraising. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. It serves individual, corporate, charitable, and institutional clients with offerings such as portfolio management, financial planning, and access to third-party money managers across various program structures.

Geneva Bowden is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017. Outside of her advisory role, she is involved with TC Trailmarkers LLC in a paraplanner and administrative capacity. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create customized, non-discretionary recommendations delivered through a centralized consulting team.

Julienne Entinger is a Series 66 licensed financial advisor with Thrivent Investment Management and has two years of industry experience. She has previously worked with Thrivent Financial and held a position at Housing First Minnesota. Outside of her advisory role, she serves as Track & Field Director and Board Member for the Andover Athletic Association and is actively involved in various volunteer roles at Andover Christian Church, including directing the Children's Christmas Pageant. 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, holistic planning without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option.

Kat Link is a Financial Consultant currently serving at Fidelity Investments since 2024. She has previously held positions at Ameriprise Financial, including Director of Experienced Advisor Recruiting from 2020 to 2024, Manager of the Ameriprise Advisor Center from 2015 to 2020, and Financial Advisor from 2012 to 2015. Kat specializes in working with individuals and families to develop financial plans tailored to their unique circumstances and goals. Her approach focuses on collaboration and informed decision-making to help clients grow and protect their wealth over time while navigating life's transitions. Kat holds insurance licenses in Arkansas and California. Outside of her professional activities, Kat enjoys cooking and baking, participating in family activities, running, traveling, and volunteering.

Amanda Emery is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Xcel Energy Inc. from 2015 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Daren Halvorson is a financial advisor with Raymond James Financial, holding the Series 66 designation and bringing five years of industry experience. He has worked at several firms, including Moxie Wealth Management and Northwestern Mutual. Outside of his advisory role, he is involved as an associate with MissionBridge Wealth, supporting investment and financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm employs a tailored, non-discretionary approach using analytical tools to align strategies with client goals and is notable for its municipal advisory affiliation and specialized plan-level consulting services.

Thomas Humphrey is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously spent 15 years with Ameriprise Financial Services, Inc. Outside of his advisory role, Humphrey is the COO of ER Green Operational Services, LLC, where he manages operational aspects of the company. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, offering tailored, research-driven recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions, utilizing algorithmic tools and a structured oversight process to support retirement income strategies.

Alivia Jacobs is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Her prior work includes roles at Northstar Resource Group and David M. Jacobs & Associates Inc. Outside of the financial sector, she has experience working at St. Cloud Country Club and Gravity Dance Center. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring model portfolios, third-party managers, and customized strategies.

Aaron Ackerson is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Roseville, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Hogan is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 37 years of industry experience. He has worked at Cetera since 2021 and previously served at VOYA Financial Advisors and Rivercrest Financial. Outside of advisory roles, Hogan operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

Elizabeth Clendenin is a Series 66 credentialed financial advisor with 16 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated firms since 2010, including a current tenure at Wells Fargo Clearing beginning in 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a comprehensive range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering a broad menu of advisory solutions across various specialized planning areas.