Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

Jonathan Wells is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services since 2011. Outside of advisory work, he is involved in real estate as a licensed contractor and realtor, managing property acquisitions and remodeling projects. He also serves on the board of the Fraternity Purchasing Association. 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 written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Scott Pierce is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his financial advisory work, he is involved in his family business, Minnesota's Best Painting Company, where he provides consulting and training support. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sydney Kirchoff is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Staci Smith is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank, NA from 2012 to 2021 and Wells Fargo Clearing in 2021 before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Scot Kretzschmar is a Series 66 credentialed financial advisor with 16 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2009. He serves on the board of the Lakeville Chamber of Commerce Foundation, a nonprofit organization focused on workforce development through grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive planning on topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with periodic reviews conducted by financial advisors.

Joel Ottley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of finance, he has been involved with Clear Cut Xteriors LLC. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Christine Mc Coy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Edward Jones since 2015. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Brakefield is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cambridge in 2020, he worked at Securities America Advisors and Securities America Inc from 2015 to 2020, and at Fintegra LLC and Investment Centers of America before that. He is also president of Citizens Asset Strategies in Cologne, Minnesota. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Kelly Johnson is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Johnson worked in educational roles at several schools including The Gardner School and Primrose School. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.

Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Thomas Wood is a financial advisor at Edward Jones in Shakopee, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked at SUPERVALU, Inc. from 2014 to 2018. Wood holds the Series 66 designation. 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 and operates a large nationwide network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.

Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.

Christopher Dock is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Kestra Advisory and Kestra Investment Services. Outside of his advisory work, he is the owner of Solucient Consulting, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, investment management, and retirement advice services, utilizing both proprietary and third-party strategies with a focus on flexibility and scale.

Erik Plaisted is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 17 years. In addition to his advisory role, he serves as a Branch President at Sterling State Bank, where he manages a team and underwrites loans. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with access to multiple custodial programs and alternative investments.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.