Aaron Mueller is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Before joining Thrivent, he worked at Live Nation and Kwik Trip Inc. among other positions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering both one-time and ongoing planning relationships without discretionary trading authority.

Erika Shearer is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual and Uber prior to her current role. Outside of financial services, she has experience at companies such as InstaCart. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting services and supports municipal and public-finance work through a unique municipal advisor affiliation.