Karsten Augustin is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at firms including Ameriprise Financial Services and Minnesota Life Insurance Company. Augustin is also involved with North Star Resource Group, where he provides financial services on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options utilizing affiliated and third-party managers.

Thomas Berg is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent time at National Planning Corporation and Integrated Inc., where he is currently president. Outside of his advisory role, he serves as an Executive Vice President involved in fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by tools such as machine learning for operational and research purposes.

Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Maria Regina Herfindahl is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation with one year of industry experience. Her prior work experience includes roles at Ave Maria University and Hawkinson Construction. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Jaeson Morrison is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior work includes roles with the City of Northfield and the City of Richfield. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients using goal-based analyses and modeling tools. The firm’s approach separates planning services from portfolio management and does not accept discretionary trading authority for its planning engagements.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Abigail Campbell is a CFP® professional with 11 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Karen Wobken is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. She has worked at Wayne Hummer/Focused Investments since 2005 and joined LPL Financial in 2025. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by proprietary research and technology tools.

Charles Bremer is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, previously affiliated with AXA Advisors. Outside of his advisory work, he operated Ruby's Homemade, LLC for ten years and established a new DBA called Canopy Financial Group in 2018. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a model-driven approach that incorporates third-party asset managers and advisory platforms, and it provides a range of investment options alongside ERISA fiduciary services for qualified plans.

Bryan Rohs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and offers both direct and employer-sponsored financial planning services.

Drew Schmidt is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at several organizations, including Edina Country Club and Patterson Dental. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Brady Mundahl is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub. 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 investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Evans Connelly IV is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been with UBS Financial Services in Bloomington, MN since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Cody Broadwell is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Equitable Advisors, LLC for one year and has held various other roles outside the financial industry. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a wide network of investment adviser representatives.

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.

Michael Lynch is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Lynch owns and operates Lynch Camps, a basketball camp in Bloomington, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts nationwide. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.

Brian Klecan is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery and firm-approved planning tools.

Deborah Peterson is a financial advisor at UBS Financial Services with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and HighMark Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored to clients’ goals and risk tolerances.

Carolyn Zurn is a financial advisor at Edward Jones in Bloomington, MN, holding Series 63 and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.