Thomas Tollefson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 24 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011, following a prior role at Equitable Advisors. Outside of his work at Cambridge, he serves as president of CPHASE Financial. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of account platforms and proprietary model strategies.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.

Matthew Wilkerson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he served in the United States Air Force from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Adrian Huang is a Series 66-registered financial advisor with Thrivent Investment Management, based in Waconia, MN. He has held various roles at Thrivent Financial since 2025 and has experience working in athletic and educational departments at Macalester College and local schools. 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 planning across multiple financial topics, typically delivered as either one-time or ongoing engagements without discretionary trading authority.

Wendy Kuntz is a financial advisor with LPL Financial based in Waconia, MN, holding a Series 63 designation and over 33 years of industry experience. She has worked at Old National Bank (formerly Klein Bank) and LPL Financial since 2010. In addition to her advisory role, she serves as an election judge in Waconia and Minneapolis, MN. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing strategic and tactical allocations, model portfolios, and third-party subadvisors.

Daniel Law is a financial advisor with Robert W. Baird & Co. Inc. in Greenfield, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Robert W. Baird since 2008 and previously worked at UBS Financial Services and Wells Fargo Investments. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, combining internal research, manager selection, and model-traded strategies, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Martin Cole is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses. Cole has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2002. 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 covering retirement, tax, estate, and other financial topics, while keeping planning and managed-account services separate under its WealthPlan option.

Michael Dorsey is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of MDFF LLC, an entity established for expense management and operational continuity among team members. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with advisory, brokerage, and insurance solutions through its large institutional platform.

Lauren Williams Kirsch is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Wealth Enhancement Group, Peterson Company Ltd, and CliftonLarsonAllen LLP. 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 investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Pauling is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Allina Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Margaret Jakubik is a financial advisor with Ameriprise in Shorewood, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise since 2009, working both at Ameriprise Financial Services and the current firm. Outside of her advisory role, she owns MJ3 Enterprises, through which she manages her Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Keaton Anderson is a financial advisor at Edward Jones in Waconia, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Teladoc Health for seven years and has additional experience at Receivables Control Corporation and The Toro Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades before joining LPL Enterprise in 2024. Outside of his advisory role, Smith operates the Jason Smith Agency, providing health, life, Medicare, property, and casualty insurance services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Paul Affeldt is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his financial services career, he worked for seven years with the Shakopee Police Department. He is also president of Westonka Community and Commerce, where he organizes and runs meetings and helps coordinate community events. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a fiduciary standard.

Dustin Christopherson is a CFP® with 27 years of industry experience, currently serving at Osaic Wealth since 2023. He previously worked at SagePoint Financial Inc. and Cetera Advisors LLC, and operates a sole proprietorship selling life, health, disability insurance, annuities, and long-term care products. He is also involved in life settlements as an insurance agent. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform, employing model-based asset allocation and portfolio optimization strategies.

Jeffrey Pierce is a financial advisor with OSAIC, holding a Series 63 designation and 28 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc., and he has operated J. Pierce Financial Services since 2006. Pierce serves as event chair for the Gabby Pierce Memorial Golf Tournament, which raises funds for scholarships at Waldorf University, and is a board member of the Chaska Baseball Association, where he oversees umpire training. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Kim Hoversten is a financial advisor with Ameriprise in Medina, MN, holding the ChFC® designation and Series 66 license, with 25 years of industry experience. She has been with Ameriprise since 2005. Outside of her role at Ameriprise, she leads investment operations and financial planning tasks for Scannell LLC, an LLC employing financial advisors. Ameriprise offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and provides a broad range of advisory, brokerage, and insurance solutions.

Emma Nelson is a financial advisor at LPL Financial based in Chaska, MN, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at Old National Bank and various positions outside finance such as at Youth Marketing Company and Evereve. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supporting a broad array of investment strategies with significant operational resources.