La Rae Klocksien is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding a Series 66 designation and one year of industry experience. She previously managed WillowBridge, Inc, a wellness service company offering salon, massage, and yoga services, where she assisted with reporting, marketing, and IT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based analyses and planning across a wide range of financial topics without discretionary trading authority.

Alicia Walsh is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. 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 under management and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Charlene Zielin is a financial advisor with Thrivent Investment Management based in Otsego, MN. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to her current role, she worked in healthcare and coaching roles, including positions at North Memorial Health and Char Marie Coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through its WealthPlan program.

Shannon Olson is a Series 66-licensed financial advisor at Osaic Wealth Inc with nine years of industry experience. She previously worked at Thrivent Financial and Parkland Securities LLC. Olson also serves as Operations Manager and Registered Representative at North Metro Money Management, where she is involved in client meetings, application preparation, and process streamlining. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a variety of investment types.

Kent Larson is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2019. Prior to that, he was employed at Voya America Equities, Inc. and VOYA Financial from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Roeschlein is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for Milaca Alliance Church and is President of RURAL Music Ministries. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Isaac Moin is a financial advisor with Thrivent Investment Management holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Thrivent, his work experience includes various roles unrelated to finance, such as involvement with local basketball organizations and positions in the food service and landscaping industries. 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. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan, while maintaining the separation of planning and investment management.

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Erica Williams is a financial advisor at Ameriprise with 13 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Ameriprise in 2023, she worked for Stifel Nicolaus for 10 years. Outside of her advisory work, she has been involved with Perrella Enterprises, operating Sammy's Pizza and Restaurant. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Isak Larson is a financial advisor with Cambridge Investment Research Advisors in Ramsey, MN, holding a Series 66 designation and seven years of industry experience. Prior to joining Cambridge in 2024, he worked at Thrivent Financial and Thrivent Investment Management Inc. from 2019 to 2024. Outside of his advisory role, Larson is an administrative employee with Hockey Ministries International in Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm delivers solutions through a network of independent financial professionals, employing a range of portfolio management approaches and maintaining proprietary and third-party model strategies.

Jennifer Conneran is a financial advisor with Cetera in Andover, MN, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at Concourse Financial Group Securities Inc and ProEquities, Inc. Outside of advisory work, she is a Strategic Sourcing Manager at Cirtec Medical, where she manages vendor contracts and indirect spending. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through affiliated and third-party money managers.

Julie Parks is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors nationwide.

Justin Prescott is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax Advisory Services and Avantax Investment Services, and has experience as an independent insurance agent through Advisornet Insurance. Prescott is also president of TruPlan Financial Planners, a financial advisory firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. 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 financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated managers.

Benjamin Goodrich is a CFP® with 10 years of experience in the financial services industry. He is currently with Fidelity Investments and has previously worked at Prudential-related entities and Northwestern Mutual. His background includes roles at multiple firms spanning advisory and investment services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

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.

Ryan Wipf is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member of Freeport Financial Association Inc. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.