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.

Nicolas Hartlage is a financial advisor with Cambridge Investment Research Advisors in Rogers, MN, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His career includes roles at FSC Securities Corporation and Financial Concepts, and he has also worked as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals and a variety of platform options.

Michael Kloubec is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving as an advisor in Buffalo, MN. Outside of his advisory role, he serves as a committee chair on the board of Wright County Ducks Unlimited. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

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.

Tarun Bhatia is a financial advisor at Edward Jones in Rogers, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Medtronic for four years and Boeing for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Stark is a financial advisor at Edward Jones in Buffalo, MN, with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Before joining Edward Jones in 2018, he worked at Skybridge Americas from 2016 to 2018. He serves as a board member for Spectrum High School in Elk River, MN. 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, and operates under a fiduciary standard.

Lucas Headley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to that, he worked with Ameriprise Financial Services, Inc. for 10 years. He is also the managing partner of Paragon Operations, LLC, a financial management company. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice within a large institutional framework that includes advisory, brokerage, and insurance solutions.

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.

Colleen Lee is a Series 66 licensed financial advisor with Edward Jones, based in Zimmerman, MN, with one year of industry experience. Prior to joining Edward Jones, she worked for OtterProducts, LLC for eleven years. 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.

Eric Ebeling is a financial advisor with Thrivent Investment Management in Buffalo, MN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017 and previously worked at Marco Inc and Neil's Plumbing. Outside of his advisory role, he manages the finances of land enrolled in the Conservation Reserve Program. 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 but does not provide portfolio management for institutional clients, focusing instead on delivering written recommendations across a wide range of financial topics.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Juan Preciado is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Equitable Advisors, and Arvest Wealth Management. Outside of his advisory role, he is president of Precious Legacy LLC, an entity used for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Ryan Hartneck is a financial advisor with Ameriprise in Monticello, MN, holding the Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Columbia Threadneedle Investments. Outside of his advisory work, he serves as an assistant coach for the Orono High School varsity softball team and is a volunteer board member for the Minnesota Renegades Softball Program. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and leads Special Needs Planners, which assists families with disabilities in maintaining eligibility for social services and establishing guardianship and trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Brandon Walters is a financial advisor with Edward Jones in Buffalo, MN, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2014. Walters serves as a board member of Impact Christian Academy in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.