Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

Lindsey Clark is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes roles at TruStone Financial Credit Union and Wealth Enhancement Advisory Services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Heidi Olson is a Series 66 licensed financial advisor with Edward Jones in Burnsville, MN, where she has worked since 2016. She has nine years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Creamer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with LPL Financial since 2010. Creamer serves as a co-trustee of a family trust for a relative, dedicating a portion of his time to this fiduciary role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Laurence Altman is a CFP®-certified financial advisor with 44 years of industry experience, currently affiliated with Cetera in Minnetonka, MN. His career includes long-term roles at Minnesota Life Insurance Company and Securian Financial Services, as well as ownership and partnership in several financial and consulting businesses. Outside of advisory work, he owns Altman Financial, Inc., an expense management firm. Cetera Investment Advisers LLC is a national SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, leveraging a large network of advisors and affiliated managers.

Kathryn Isackson Papp is a financial advisor with Equitable Advisors in Minneapolis, MN. She holds a Series 66 designation and has been with Equitable Advisors since 2025. Her prior experience includes roles at Best and Flanagan and Morgan Stanley, as well as entrepreneurial work with Plaid Pig Boutique. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model across advisory and brokerage channels.

David Olson Jr. is a ChFC® credentialed financial advisor with Ameriprise, based in Edina, MN, and has 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Olson is involved in business ventures including managing a tax preparation service and several real estate operating entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes proprietary research and third-party data to deliver personalized recommendations within a restricted enrollment framework.

Lauren Asenbrenner is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at Hennepin Healthcare and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a Premier Retirement Income service providing tailored retirement income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 credential and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called "You Got Wood?". 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Christopher Sok is a financial advisor at Charles Schwab with 2 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at the Hennepin County Sheriff's Office and the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary advisory services and access to discretionary separately managed accounts. The firm combines centralized custody and brokerage services with multi-asset model portfolios and alternative investment options.

Jacob Johnson is a Wealth Management Advisor at Merrill, serving clients by developing personalized financial strategies aligned with their long-term goals. He joined Merrill in 2022 and leverages sophisticated wealth management tools to create comprehensive plans addressing various aspects of clients’ financial lives. Jacob brings over a decade of experience in financial services, including roles in wealth management and leadership at several national banks and financial companies. His expertise encompasses college education planning, corporate benefits, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, retirement income, philanthropic planning, and socially responsible investing. He holds a Bachelor of Arts degree in Political Science and Religion from Concordia College – Moorhead. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Planning Counselor™ and Certified Trust and Fiduciary Advisor designations. Residing in Eagan, Jacob lives with his wife, Marisa, their two daughters, and their golden retriever. In his personal time, he enjoys golfing and exploring local parks with his family.

Lindsey Stokes is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked across various Fidelity entities since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jody Gunderson is a financial advisor with LPL Financial in Edina, MN. He holds a Series 66 designation and has 14 years of industry experience. His prior roles include positions at Great Point Capital, S2K Financial, and various real estate and financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment strategies.

Ashley Jager is a financial advisor with Edward Jones in Bloomington, MN, holding CFP® and Series 66 credentials and having six years of industry experience. Prior to joining Edward Jones in 2020, she worked at Raytheon Technologies Corporation for 11 years. 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 nationwide network of financial advisors and branch offices.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Scott Swenson is a financial advisor at UBS Financial Services in Bloomington, MN, with 28 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a variety of capital markets services.

Sneha Mishra is a financial advisor at Merrill with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JP Morgan Chase Bank, and Bremer Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Timothy Flynn is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial, he worked with the Minnesota Department of Health and the Epilepsy Foundation of Minnesota. He is also a commissioned notary for the State of Minnesota. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.