Jason Dean is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He collaborates with clients to plan, craft, and implement financial strategies aimed at providing peace of mind and progress toward their financial goals. His approach emphasizes trust, collaboration, transparency, and ongoing plan adjustments. Jason has accumulated extensive experience within Fidelity Investments, serving as an Investment Consultant from 2019 to 2021, an Investment Solutions Representative from 2018 to 2019, and a Service Representative Equity Trader from 2017 to 2018. Prior to his tenure at Fidelity, he was a QDRO Specialist at Empower Retirement from 2014 to 2017. Outside of his professional work, Jason enjoys a range of personal interests including food, golf, hiking, outdoor adventures, scuba diving, and traveling.

Daunne Schaller is a financial advisor at Merrill with 30 years of industry experience. She holds a Series 63 designation and has been with Merrill since 1987. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies that include model-based and discretionary approaches for individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products alongside lending, custody, and trading services.

Robert Arnoldy is a Certified Financial Planner® with 29 years of industry experience. He has worked at Ameriprise Financial Services since 2017, following a one-year tenure at JP Morgan Securities and JP Morgan Chase Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Teddi Jacques is a financial professional with nine years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of her primary role, she is involved as an employee with Augustine & Johnson. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with access to both affiliated and third-party investment strategies.

Ann Korn is a financial advisor with Cetera based in Minneapolis, MN, holding a Series 63 designation and bringing 41 years of industry experience. Her career includes long tenures at Securian Financial Services, Inc. and Minnesota Life Insurance Company, along with involvement in tax preparation through North Star Tax, LLC. She also serves as an agent/broker at North Star Consultants. Cetera Investment Advisers LLC is a nationally registered SEC advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers multiple portfolio management options and financial planning services through a platform that supports both discretionary and non-discretionary account management.

Steven Russek is a financial advisor at Fidelity with four years of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at Equitable Advisors and has a diverse work history including roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and systematic methodologies to construct model portfolios across mutual funds, ETFs, and ETPs.

Katherine Maki is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual, Wells Fargo Clearing Services, Fidelity Investments, and the Natural Science Academy. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Matthew Brewers is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 63 designation and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written Recommendation Reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Amanda Wikstrom is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at 3M and PepsiCo's Frito-Lay division. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a broad range of topics. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Amy Micke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Thrivent Financial since 2019, with prior roles at UBS Financial Services and Ameriprise Financial Services. 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 financial planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Aaron Jones is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 credential with six years of industry experience. He has been with Thrivent since 2019. Outside of his advisory role, Jones serves on the board of the Minnesota United Methodist Builders East and is involved in mission selection at Epworth United Methodist Church; he also supports development operations for the Northern Star Council of the Boy Scouts of America. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on broad financial topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts through its WealthPlan option, while maintaining separate planning and investment management services.

Ethan Thompson is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Royal Credit Union and Heartland Credit Union. Thompson is also licensed as a notary in Wisconsin and Minnesota. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Peter Lewis is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and over 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, 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 in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Fielding is a financial advisor at Ameriprise Financial Services, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at State Farm Insurance, Northwestern Mutual, and Brayton Purcell LLP. In addition to his advisory role at Ameriprise, he provides comprehensive financial advice through Paragon Operations, LLC. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that offers tailored retirement planning advice including written Recommendation Reports and tax-aware withdrawal strategies.

Nicholas Rasmussen is a Certified Financial Planner® with 25 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering holistic, goal-based analyses and written recommendations across a broad range of financial topics. The firm offers planning as either a one-time or ongoing service and allows clients to combine it with managed accounts under a consolidated billing option while keeping the services separate.

Richard Hanzlik is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has a long career history including roles at Ascend Financial Services, Inc., C.R.I. Securities, Inc., North Star Consultants, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he is involved as an agent/broker in several business ventures including Hanzlik Financial Services, HHAV Retirement Planners LLC, and Waypoint Wealth Group LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Aaron Ackerson is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Roseville, MN. 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, offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dana Mayerle is a financial advisor at Cetera with Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Cetera in 2023, Dana worked for Securian Financial Services and Minnesota Life Insurance Company for 14 years. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various investment strategies and program structures.

Andrew Wingerd is a CFP® professional with four years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. He also has experience outside finance, including work with KNO Wood Works. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and research-supported investment strategies through a national network of investment adviser representatives.

Charlie Gess is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and currently beginning his career in the industry. Prior to joining Thrivent, he was involved in entrepreneurial and community activities, including operating Tyvoll Handcrafted and Not Justa Cafe, as well as participating in the Minnesota Soccer Referee Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and with options to combine planning and managed-account services.