Chad Rediske is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes positions at The Prudential Insurance Company of America, Thrivent Financial, PFS Investments Inc, and Primerica. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, providing access to third-party asset managers and financial planning services, and also facilitates insurance product sales through affiliated entities.

Mark Larson is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 18 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Larson serves as Vice President of the Century Middle School PTO in Lakeville, supporting projects that benefit students and teachers. 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 planning on a range of financial topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Mollie Perrault is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. She has been with Edward Jones since 2020 and previously worked at UnitedHealth Group for 13 years. 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Marissa Provo is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, she worked for nine years at Northeast Metro ISD#916. She holds the Series 66 designation. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover 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 recommendations through a centralized consulting team.

Sharmila Prathipati is a financial advisor at Ameriprise with 22 years of industry experience. She has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate recommendations, serving clients through a centralized retirement-income consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Ricky Nelson is a financial advisor with Primerica Advisors in St. Louis Park, MN, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with Primerica Advisors since 2003 and also has involvement with Kim Fishman Audiology, LLC, operating as an independent contractor for Midwest Hearing Loops since 2016. Besides his advisory role, he is engaged in selling home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure without fixed fees, focusing on retail clients rather than institutional or pension plans.

Gail Nieuwsma is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding Series 63, 65, and 66 credentials and 22 years of industry experience. She previously worked at Wells Fargo Bank from 1992 to 2020 before joining Thrivent in 2020. Outside of advising, she owns a rental condo in Ft Myers, Florida. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across multiple topics. The firm offers planning as either a one-time or ongoing engagement and integrates these services with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Michelle Sedlacek is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab, Waddell & Reed/LPL Financial, and UBS Financial Services, among others. She serves on the advisory board for the Women in Leadership certificate program at Minnesota State University - Mankato, providing feedback on program development. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and comprehensive due diligence.

James Tabery is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 16 years of industry experience. He has been with Ameriprise and its affiliate firms since 2010. Tabery provides pro bono financial planning services to cancer patients through the Angel Foundation’s Financial Cancer Care Program. 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 income planning and tax-aware withdrawal strategies, with recommendations supported by proprietary research and third-party data.

Kelly Contreras is a Series 66-licensed financial advisor with Edward Jones in Lakeville, MN, and has 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Darin Mastroianni is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he was involved with reMASTROed LLC from 2017 to 2018. Outside of his advisory role, he serves as a baseball coach for several local organizations in Edina, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Evelyn Rhines is a financial advisor at Fidelity with 22 years of industry experience. She holds a Series 66 credential and has worked at firms including City National Bank, RBC Capital Markets, and Scottrade. Outside of finance, she owns several sole proprietorships focused on health, wellness, and motorcycle riding. Fidelity's Strategic Advisers LLC, where she is based, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base and manages multiple registered investment companies and model portfolios.

Derek Steele is a CFP® and Series 66-licensed financial advisor with Ameriprise, based in Lakeville, MN, and has 11 years of industry experience. He has been with Ameriprise since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Jamie Lexvold is a financial advisor at Edward Jones with seven years at the firm and five years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he has worked as an independent contractor shopper for Instacart. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Carson Jones is a financial advisor at Robert W. Baird & Co. with 15 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird since 2010. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Brian Benz is a financial advisor at Edward Jones in Edina, MN, with 18 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Julio Castillo is a financial advisor at RBC Capital Markets with six years of industry experience. He has previously worked at Wells Fargo Bank, Wells Fargo Clearing, and Morgan Stanley. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies executed through a combination of in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Michael Nakashima is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera in Bloomington, MN. He previously worked for Concourse Financial Group Securities Inc. for nine years and has operated Innovate Financial Inc. since 2007. Outside of his advisory role, Nakashima works as an educator and trainer for the Federal Executive Board of Minnesota, providing federal benefits education to state agencies. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple program structures, utilizing both affiliated and third-party investment managers.

Scott Yeomans is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Thrivent Financial, RBC Capital Markets, and Northwestern Mutual. Yeomans also teaches at the University of Northwestern in St. Paul. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment and advisory services including financial planning, model portfolio programs, and institutional platforms.