Brett Fenske is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2004. Outside of his advisory role, he has a partial ownership interest in a recreational land holding through The Benoit, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ross Thorfinnson Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and has prior experience with Everbank, Cambridge Investment Research, Inc., and Spectrum Financial Group, Inc. He is active in community service as a board member and treasurer in several Lions Club chapters and serves on the board of Can Do Canines, a volunteer organization. Cambridge Investment Research Advisors serves both individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers a range of discretionary and non-discretionary management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Christopher Mathwig is a financial advisor with LPL Financial in Savage, MN, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Nationwide Securities LLC and Nationwide Insurance from 2009 to 2016 before joining LPL Financial in 2016. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Bird is a financial advisor with LPL Financial based in Eden Prairie, MN. He holds a Series 66 credential and has four years of industry experience. His prior roles include positions at Integrated, Inc. Wealth Advisors, CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Gavin Kroener is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. His prior work includes roles at Jamba Juice, Mendakota Country Club, Hyvee, and the U.S. Soccer Federation Referee Program. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on various financial topics without discretionary trading authority.

Brianna Herder is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and previously worked at Allianz and WipFli LLP before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Auerbach is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, he owns Red Rowen LLC, a business involved in managing his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Aaron Putman is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® designation and has worked at several firms, including Gateway Wealth Management, Commonwealth Financial Network, Capital Management Securities, and Haukedahl Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services through a large network of investment adviser representatives.

Christopher Johnson is a financial advisor at Thrivent Investment Management in Burnsville, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at DoorDash and the University of Minnesota-Twin Cities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without portfolio management or discretionary authority, and allowing clients to integrate planning with managed accounts through its WealthPlan option.

James Hay is a financial advisor with UBS Financial Services in Bloomington, MN, holding a Series 66 designation and having 24 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, he serves on the Board of Directors for Calvin Christian School. 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 supports its advisors with proprietary research and model-based asset allocations.

John Scheidler is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 44 years of industry experience. He worked at Metlife Securities Inc. for 38 years before joining MassMutual Life Insurance Company in 2016 and MassMutual Investors Services in 2017. He is also an independent insurance agent selling life, accident, health, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Jeffrey Halverson is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked at Next Financial Group and spent twelve years with Albert Lea Area Schools. He holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Grgas is a financial advisor with Thrivent Investment Management, holding Series 66, Series 63, and Series 65 credentials. He has recently begun his advisory career, joining Thrivent in 2025. Prior to this, he held roles at Lexis-Nexis, Stahlke Bus, Wolters Kluwer, and LegalShield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Paul Maloney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has prior experience in construction and retail businesses. Outside of advising, he is a co-owner of Dandy Lion Coffee, a retail coffee business in Chanhassen, MN. Edward Jones is a full-service wealth management firm serving over 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, supported by a large nationwide network of financial advisors and branch offices.

Jacob Creydt is a CFP®-certified financial advisor with 24 years of industry experience. He has been with UBS Financial Services in Bloomington, MN since 2006. Outside of his advisory role, he solely owns an LLC that holds an investment in SouthMetro Centers. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and asset allocation models to tailor financial plans to client goals and risk tolerances.

Dale Teal is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He also engages with Strategic Financial Concepts, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and research technology.

Jack Gresser is a financial advisor with Edward Jones in Lakeville, MN, holding Series 63, Series 65, and Series 66 licenses with 10 years of industry experience. He has worked at Edward Jones since 2018, with prior roles at International Dairy Queen, Polaris, and Kellogg's. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors and $1.01 trillion in assets under management.

Chad Nelson is a Series 63 licensed financial advisor with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Stacey Bartelson is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she is a board member of Simon Says Give and participates in local business organizations including the Dakota County Chamber of Commerce and the Rosemount Business Council, in addition to working as a nanny. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.