Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Susan Neibacher is a financial advisor at Edward Jones with 26 years of experience in the industry. She holds a Series 66 designation and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Brown is a financial advisor with Cetera, holding CFP® and Series 63 credentials and over 44 years of industry experience. His career includes roles at Brown Financial, LLC; Advicelink Financial Advisors; North Star Consultants, Inc.; and Securian Financial Services. He is also an owner of Brown Financial, LLC and involved with North Star Resource Group, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.