Jett Lakari is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at Green Bay Exposition Services and the University of Wisconsin-Eau Claire. Outside of his advisory role, he manages an advisory business through Northern Edge Operations LLC. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

William Mc Donald is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at U.S. Bancorp Investments, LPL Financial, and Ameriprise Financial Services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools for tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kevin Schwartz is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Thrivent since 2007. Outside of his advisory role, he serves as the finance committee chair for King of King’s Lutheran Church in Woodbury, MN. 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 planning across various financial topics while keeping planning and managed-account services distinct.

Joel Holden is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to his career in financial advising, he spent 18 years at Imedia Brands. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Jeffrey Janechek is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and over 35 years of industry experience. He has worked at multiple Cetera entities since 2013 and is also co-owner of 2ELEVATE, LLC, a retirement plan consulting firm. Additionally, he serves as the personal representative of his mother's estate. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform with diverse program structures and access to third-party money managers.

Aaron Mader is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked at Cambridge Investment Research in various capacities since 2019. He is also involved with Mader Wealth Inc. as a life insurance producer. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party strategies.

Jennifer White is a financial advisor at Cetera with 19 years of industry experience. She holds the Series 66 designation and has a background that includes roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Sam Rutherford is a Financial Consultant at Fidelity Investments, where he began working in 2022. Prior to this role, he served as a Planning Consultant at Fidelity Investments in the same year and was the Director of Financial Planning at Northwestern Mutual from 2012 to 2022. His professional experience includes retirement planning, investment strategies, tax-efficient investing, and income generation. His approach involves understanding clients, co-creating plans, educating clients on their options, and assisting with implementation. Outside of his professional work, Sam enjoys boating, bowling, golf, spending time at the lake, parenthood, and solving puzzles.

Thomas Baumgartner is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates his own insurance agency in St. Paul, MN. Outside of financial advising, he is involved in an online banking referral business and performs comedy. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Rebekah Stavne is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones, she was involved with Substance Church and operated Stavne Media. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory and investment strategies under a fiduciary standard, alongside affiliated capabilities such as a trust company and proprietary mutual funds.

Randy Penkwitz is a financial advisor with LPL Financial in Hudson, WI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has previously worked with Investment Centers Of America, Inc. and has been associated with both LPL Financial and GWM Advisors, LLC (doing business as CPR Wealth Advisors) since 2017 and 2018, respectively. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party investment research.

Jon Ylinen is a financial advisor with Cetera holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Securian Financial Services, Minnesota Life Insurance, CRI Securities, and North Star Consultants. Outside of advising, he serves as an elected board member of The Scott Richards North Star Foundation and is an advisory board member of the Gilmore Family Foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize model portfolios or select third-party managers, with program options ranging from automated allocations to customized strategies.

Brian Soley is a CFP® with 18 years of experience currently serving as a financial advisor at Ameriprise in Hudson, WI. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Soley assists as a non-paid teaching assistant for Finance 429 at the University of Wisconsin-Eau Claire. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cam Mader is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He joined Cambridge in 2017 after working at Sii Investments from 2015 to 2017. Mader is also president of Mader Wealth Inc. and serves as an independent insurance agent for various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and trusts with financial planning, investment management, and retirement plan advisory services. Its offerings include direct portfolio management, model-based solutions, and access to proprietary and third-party strategies delivered through a nationwide network of independent financial professionals.

J.R. Ryder is a Vice President Financial Consultant at Fidelity Investments, a position he has held since 2019. He brings over 25 years of experience in the financial services industry, specializing in wealth planning and helping clients navigate uncertain markets. His approach involves identifying risks and developing strategies to simplify clients' financial lives through unbiased financial planning and education. Prior to his current role, J.R. served as Branch Office Manager at TD Ameritrade from 2018 to 2019 and at Scottrade Financial Services from 2000 to 2018. He began his career as a Financial Consultant with Morgan Stanley Dean Witter in 1998, continuing in similar roles with Scottrade Financial Services until 2000. Outside of his professional life, J.R. has interests that include boating, football, social events with friends, spending time at the lake, caring for pets, and traveling.

Kenton Zeigler is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63, 65, and 66 credentials and has been with LPL since 2018. Prior to joining LPL, he founded and has operated Zeigler Financial Services since 1985. Outside of advising, he is involved in income tax preparation through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Brian Muller is a financial advisor at XYPN Sapphire with 29 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones and Total Wealth Advisors, LLC. Outside of his advisory role, he serves as Executive Director of the Amie Muller Foundation, a nonprofit supporting families affected by pancreatic cancer. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, with an emphasis on long-term, risk-based allocation using diversified portfolios. The firm supports affiliated advisors through centralized back-office and compliance services and offers unique programs in digital-asset management.