Juliette Marth is a financial advisor with Voya Financial Advisors, Inc. based in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. She has been with Voya Financial Advisors since 2015. Outside of her advisory role, she is an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial, providing financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes model portfolios and technology-enabled tools to support both discretionary and non-discretionary client relationships.

Aaron Beadner is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. He has previously worked at Equitable Advisors and Zeutenhorst Financial Inc. Outside of his advisory role, Beadner serves as a council member for the City of Orange City, Iowa. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain individual investors. The firm employs an integrated service model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Matthew Valen is a Series 63-licensed financial advisor with Primerica Advisors in Burnsville, MN, and has 34 years of industry experience. He has been with Primerica Advisors since 1992 and maintains several business interests, including construction through Matt Valen Construction and acoustic-related ventures such as Kirk Acoustics and Jannings Acoustics. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies and discretionary management supported by third-party asset managers and custodians.

Charmin Erickson is a Series 66-licensed financial advisor with Thrivent Investment Management, bringing two years of industry experience. Her background includes roles at Thrivent Financial and Modere, as well as over a decade in education and two decades in direct sales with Mary Kay. Outside of advisory work, she is a partner in a payment processing business and a sales consultant for network marketing household products. 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 analyses and comprehensive written recommendations across retirement, tax, estate, and other planning areas without discretionary trading authority.

Joshua Johnson is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and previously worked at Great Lakes Coca Cola for seven years. Outside of his advisory role, he is a co-owner of an online dietary supplement startup called GUT HABITS LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Kenneth Loehlein is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 14 years and has also been affiliated with Equitable Advisors and SII Investments. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization.

Justin Willmott is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 16 years of industry experience, including roles at Securian Financial Services and CRI Securities prior to joining Mass Mutual in 2014. Outside of his advisory work, he has a part-time sales role in the health industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational programs, focusing on collaborative, goal-based financial planning without discretionary investment authority.

Doan Trinh is a Series 66-licensed financial advisor with seven years of industry experience. They are currently with J.P. Morgan Securities in Apple Valley, MN, having previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Michael Pender is a CFP® professional with seven years of industry experience, currently advising clients at Edward Jones since 2018. His prior work includes service in the Minnesota Air National Guard and roles with the State of Minnesota and the College of St. Scholastica. Outside of his advisory role, he manages rental property and tenant relations in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Logan Freeburg is a Series 66-credentialed advisor with Thrivent Investment Management, based in Burnsville, MN. He joined Thrivent in 2026 and has prior experience working with Thrivent Financial and Scot Kretzschmar - Thrivent. 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 planning on a broad range of financial topics, delivered as one-time or ongoing engagements, without discretionary trading authority.

Kevin Mullaney is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with one year of industry experience. His prior roles include positions at KM Consultancy LLC, Podimetrics, UnitedHealthcare, Optum, and Logistics Planning Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Luke Martinson is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2021. Outside of his advisory role, he is involved with the Mediterranean Cruise Cafe, a business engagement dating back to 2023. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income advice through a centralized consulting team.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karen Oaster is a Series 63 licensed advisor with Primerica Advisors in Burnsville, MN, and has 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1999. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Emily Simpson is a Series 66-licensed financial advisor at Thrivent Investment Management with four years of industry experience. She previously worked for U.S. Bank for six years before joining Thrivent in 2022. Outside of her advisory role, Simpson serves as Vice President on her neighborhood homeowners association board. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas such as retirement and estate planning. The firm offers planning separate from portfolio management, with options to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Thomas Karner is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Sii Investments, and New England Securities. Outside of his advisory work, Karner is president of Karner & Associates, Inc., where he is involved in selling and advising on major medical and Medicare supplement insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. 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 financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 47 years of industry experience. He has been with Raymond James since 1995. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network alongside specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Jacob Biermaier is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory work, he is involved in youth sports as a baseball coach at East Ridge High School and serves as an on-ice official for Minnesota Hockey. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization techniques.

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.