James Lunde is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and integration of AI-driven research in portfolio management.

Sophia Pexa is a financial advisor at Thrivent Investment Management with three years of industry experience and a Series 66 designation. Her work history includes roles within Thrivent Financial, Starship LLC, and several other organizations across finance and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. 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 and offers integrated planning and managed-account options while maintaining separate advisory services.

Lindsey Haefemeyer is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the ChFC® designation and the Series 66 license. Lindsey has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Wells Fargo Securities, LLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Brett Kasak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years prior to joining LPL Financial in 2022. Outside of his advisory work, he is involved in a family business selling cards. 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 portfolios, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.

Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zebedee Weyrick is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has one year of experience with Cambridge and over a decade of industry involvement through his role at DMW Financial LLC. Outside of advising, he is involved in technology services through ownership of Z8 Holdings LLC and has held roles related to construction labor and coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Henry Albers is a Series 66-registered advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Post Consumer Brands for 34 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Adam Sawyer is a financial advisor with Cambridge Investment Research Advisors in Northfield, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research since 2011. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options including proprietary models and third-party strategies.

Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Albin Linder is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and 53 years of industry experience. He previously worked at Securities America Advisors and Voya Financial Advisors and has operated the Linder Agency, an independent insurance agency, since 1981. Outside of advisory work, he owns a retail store and continues to manage his independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Paul Bayer is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent since 2014, with prior experience at the firm beginning in 2008. 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 financial planning across various topics without managing discretionary assets for institutional clients, combining planning and managed-account services under a consolidated billing option called “WealthPlan.”

Jennifer Becker is a Series 66-licensed financial advisor with Thrivent Investment Management in Faribault, MN, where she has worked for 19 years. She serves on the board of directors for Camp Omega, a Lutheran summer camp, participating in committee work and various camp events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across multiple planning areas without portfolio management or discretionary trading authority.

Joshua Malwitz is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 21 years of industry experience, having worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he owns property that includes tillable acreage and manages tenant transitions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers holistic, goal-based analyses and supports combining planning with managed-account programs, focusing primarily on comprehensive financial planning rather than discretionary portfolio management.

Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.