Shawn Gaustad is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including INVEST Financial Corp., Wells Fargo Clearing, Wells Fargo Investments, and Merrill. He is also involved with Topline Fcu. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paul Kieser is a financial advisor with OSAIC who holds a Series 66 designation and has 25 years of industry experience. He has worked at OSAIC since 2012 and has been associated with John Hancock Financial since 2000. In addition to his advisory work, Kieser owns a marketing entity called True North Advisory Group. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and offers discretionary and third-party management options.

Cory Odland is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 credential and has previously worked at Edward Jones and Summit Companies. Outside of his advisory role, he is involved in the sale of life, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Matthew Kruse is a financial advisor at Edward Jones in St. Michael, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of advisory work, he is a landlord of rental property in Albertville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Sundsmo is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He has been with Thrivent Investment Management in Anoka, MN since 2007. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, and its services can be combined with managed accounts under a consolidated billing option called “WealthPlan.”

Thomas Endersbe is a CFP® professional with 40 years of industry experience, currently serving as an advisor at Osaic since 2023. He previously spent 14 years at Sagepoint Financial, Inc. Outside of his financial advisory work, Endersbe is an author and leadership coach, having written the book *The Three Commitments of Leadership* and providing coaching and group facilitation for small business owners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization, third-party money managers, and Unified Managed Accounts.

Anthony Hackenmueller is a financial advisor at Ameriprise with 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to generate personalized advice, primarily for clients with assets managed within Ameriprise.

Trenton Fletcher is a Series 66-licensed financial advisor with LPL Financial, based in Maple Grove, MN, and has one year of industry experience. He previously worked at Cetera and holds an operations manager role at Prowealth Financial, where he manages day-to-day operations and oversees hiring and training. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of advisory and brokerage services supported by extensive technology and operational resources.

Amy Holewa is a CFP® professional with 29 years of experience in the financial industry. She has worked for LPL Financial since 2024 and previously spent 15 years at Financial Dimensions Group, Inc. and Osaic Wealth, Inc. Outside of her advisory role, she is involved with Intentional Wealth LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor-facing tools and a broad network of investment professionals.

Dillon Mc Cann is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. In addition to his advisory role, he is a tax preparer and wealth management assistant at Jasicki Tax & Financial, Inc., where he provides tax preparation and planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through diverse program platforms and third-party managers.

Stephen Fregosi is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and also operates the Law Office of Stephen E. Fregosi, which he has owned since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, various portfolio management programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Terrie Amundson is a Certified Financial Planner (CFP®) with 30 years of industry experience, currently affiliated with Cetera. She has worked with multiple firms including LPL Financial and Royal Credit Union. In addition to her advisory work, she provides tax return assistance to elderly taxpayers through an IRS-funded volunteer program. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets.

Joshua Beck is a CFP® and ChFC® with 24 years of experience in financial advising at Thrivent Investment Management. He has been with Thrivent and its predecessor entities since 2002. Outside of his advisory role, Beck serves on the Senior Leadership Council of Family of Christ Lutheran Church and works as a high school and college football official during the fall season. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers these planning services separately from managed account programs and does not accept discretionary trading authority for its planning engagements.

Ryan Woytcke is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 designation and previously worked at Crown Capital Securities, LP for 20 years. Outside of advising, he is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management solutions, including access to third-party managers and institutional platforms, supported by extensive operational tools and a broad network of advisors.

Shae Morsfield is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Shae held various roles in education and the service industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branches, as well as its integrated trust and securities-based lending services.

Brian Thickpenny is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he serves as CEO of Brian Thickpenny, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Zachary Holloway is a financial advisor with LPL Financial in Maple Grove, MN, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at Waddell & Reed, Advisornet Wealth Management, Cetera Advisor Networks, and Edward Jones. Holloway is also a commissioned notary as noted in his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeremy Knudsen is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise in Maple Grove, MN. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Hiedi Hendrickson is a CFP® professional with 27 years of experience in the financial services industry. She currently works at OSAIC and has a background that includes over two decades with Securities America Advisors Inc. Outside of her advisory role, she owns and manages an independent insurance agency focused on fixed insurance products such as health, Medicare, life, disability, and long-term care insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment approach and a complex affiliate network.

Blake Stawarz is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. Prior to joining LPL, he worked at Cetera and has served as a resident advisor at Creighton University, providing support and guidance to first-year students. He is also a financial professional at Prowealth Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement participants, and institutions. The firm offers a range of financial planning and investment management solutions using model portfolios, third-party subadvisors, and customized strategies.