Joel Bierbach 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 worked at Ic System Inc from 2015 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services. The firm manages approximately $1.01 trillion in assets and supports its advisory services with a nationwide network of over 23,700 financial advisors.

Solange Kolie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Primerica Financial Services since 2006 and has been with Primerica Advisors since 2017. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Tanner Gosda is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to his advisory role, Tanner served as a Community of Missions Coordinator for the Fellowship of Catholic University Students (FOCUS), a nonprofit focused on Evangelical outreach on college campuses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic tools to support its advisory process while offering a broad range of financial solutions.

Joseph Neumann is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at U.S. Bank, Northwestern Mutual, and North Shore Bank. 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 solutions through a nationwide network of financial advisors.

Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Daniel Niemeyer is a financial advisor with Osaic Wealth Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Gallagher Financial Services, Commonwealth Financial Network, Johnson and Stern Tax Solutions, and LendSmart Mortgage. Outside of advising, he also works as a tax preparer and a loan officer assisting clients with home financing. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk management, and a broad range of investment options.

Scott Counihan is a CFP® with 35 years of industry experience and is currently affiliated with Ameriprise in Shoreview, MN. He has been with Ameriprise and its predecessor entities since 1990. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers services through a centralized consulting team in partnership with financial advisors.

Kristin Wolf is a CFP®-certified financial advisor with 41 years of industry experience, currently with Ameriprise in St. Paul, MN. She has been with Ameriprise and its predecessor firms since 1982. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, primarily focusing on assets held in Ameriprise-managed accounts.

Fred Sowatzka is a financial advisor with Cetera, holding a Series 63 designation and over 35 years of industry experience. His career includes long-term roles with Avantax Advisory Services and MFG Investments. He serves as treasurer and partner in several business ventures related to financial and tax advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with a variety of program options and over $256 billion in assets under management.

Dean Peterson is a financial advisor with Cetera in Plymouth, MN, holding Series 65 and Series 63 credentials with 13 years of industry experience. He has worked at multiple firms including Avantax and currently maintains a role with TruPlan Financial Advisors as a Qualified Plan Specialist overseeing small business 401(k) and similar retirement plans. In addition to his advisory work, he is involved as an owner of Coming In Hot Racing LLC, which manages thoroughbred racing interests. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Matthew Guyer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and is also a partner at CarlsonSV, LLP, where he manages the Golden Valley, Minnesota office providing tax planning, preparation, and consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Rita Degnan is a financial advisor with Wells Fargo Clearing in Golden Valley, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, where she has been employed since 1981. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and serves plan sponsors with tailored investment solutions and fiduciary oversight.

Drew Dehnicke is a financial advisor with Cetera who holds Series 63, Series 65, and Series 66 designations and has 24 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. He is also involved in insurance services as an agent and operates a financial services business focused on advising clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services, managing over $256 billion in assets.

Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.

Alexander Pruitt is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes nearly a decade at Securities America Advisors and Securities America, Inc., as well as over 12 years at Goff, Pruitt & Associates. Outside of advising, he is a consultant for Allcat and Alacrity Claims, assessing property damages, and is a part owner of Goal Kick Sporting Goods. OSAIC serves a broad client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers. The firm offers integrated investment and advisory services, utilizing firm-provided tools and third-party platforms to manage diverse portfolios on discretionary or non-discretionary bases.

Doreen Schmidt is a financial advisor with OSAIC, holding the CFP® designation and Series 63 license, and has 21 years of industry experience. Her prior firms include Woodbury Financial Services and Questar Capital Corporation. Outside of advising, she owns a sole proprietorship that sells original artwork on Etsy. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools and offers access to multiple investment platforms, including third-party money managers and unified managed accounts.

Stephen Papineau is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2024. Prior to LPL, he held roles at OSAIC and Focus Financial Network, Inc. from 2017 to 2024 and at Securian Financial Services and Minnesota Life Insurance Company from 2004 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. 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 options supported by a large network of financial advisors and branch offices nationwide.

Brian Macho is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. Based in Minneapolis, MN, he has worked with Thrivent Financial for Lutherans and its investment management division for 24 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm combines goal-based planning with managed-account programs through a consolidated billing option, while maintaining separation between planning and portfolio management services.

Aaron De Long is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Thrivent Financial and AMG Prime. Outside of his advisory work, he serves as a business manager for Trinity Lutheran Church and School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.