Teisha Berger is a CFP®-designated financial advisor with 30 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Bloomington, MN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. 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, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Frank Shimkus Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at LPL Financial since 2017 and was previously with National Planning Corporation and Burns Brother Financial Group. He also operates as an independent insurance agent specializing in non-variable life insurance. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christian Lewis is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 and Series 65 designations. His prior work includes roles at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Waddell & Reed, Inc., and Riversource Distributors Inc. Lewis also served for 13 years at the Lakeville Fire Department. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Andrea Brotzel is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 66 licenses and totaling 18 years of industry experience. Her career includes roles at Morgan Stanley and over a decade at Charles Schwab and its affiliated entities. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and associated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Steven Struthers is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he owns and operates two multifamily rental properties. 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 covering a broad range of topics, delivered either as a one-time or ongoing engagement, with options to combine planning and managed-account services.

Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory role, Petersen owns a business entity unrelated to investment advisory and also works as an insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Matt Wahl is a financial advisor with Ameriprise in Eagan, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked with AmeriCorps and has experience in the hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling with algorithmic tools to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Liana Whitlock is a financial advisor with Equitable Advisors holding a Series 66 credential. She is based in Minneapolis, MN, and has no prior industry experience. Her work history includes roles in education and marketing, as well as various positions during her college years. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Patrick Boldischar is a financial advisor with Wells Fargo Clearing in Bloomington, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Bank since 2016 and previously worked at Banc of America Investment Services, Inc. in 2009. He serves as a board member of the Make-A-Wish Foundation Minnesota. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Kevin Cunniff is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he is the owner of a courier delivery business. 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 that covers a wide range of topics but does not include implementation of recommendations or discretionary portfolio management.

Charles Pokladnik is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Minneapolis, MN. He has been with Ameriprise and its affiliate since 2000. Outside of his advisory role, he co-owns Timberwolf Consulting LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services tailored for clients approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Heather Harden is a financial advisor with LPL Financial in Bloomington, MN, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research technology.

Constance Erickson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 27 years of industry experience. Her career includes roles at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Erickson also owns Constance Financial Consulting, providing tax services, and has experience in mortgage lending through Lendsmart Mortgage. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jeffrey Myers is a financial advisor at Osaic with 20 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Ameriprise Financial Services. Outside of his advising role, he is a scout leader and a small group leader at Hosanna Church. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.