Ansu Kourouma is a financial advisor at Osaic Wealth with four years of industry experience and holds a Series 66 designation. Prior to joining Osaic in 2025, he worked at Edward Jones and Wipfli LLP. He also serves as a boys basketball coach at a high school. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

James Dokken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His previous roles include positions at U.S. Bancorp Investments, U.S. Bank, and Woodbury Financial Services. He also serves as a notary at Old National Bank. 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. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Clarice Toth is a financial advisor with Ameriprise in Elk River, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of the West and several positions outside finance, including teaching at Creighton University and Elk River High School, as well as working at Caribou Coffee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Zachary Muckenhirn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent several years working with professional baseball teams, including the Baltimore Orioles, Chicago White Sox, New York Mets, Seattle Mariners, and High Point Rockers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, operating under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

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.

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.

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.

Brennan Burchill is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2019. His prior roles include positions at Coverall, Doctible, and Pearl Forwarding. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad array of investment strategies supported by proprietary research and operational tools.

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.

Brandon Prell is a financial advisor at Edward Jones in Medina, MN, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

Jamison Edlund is a CFP® with 24 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and CorTrust Bank, where he serves as a financial advisor for CorTrust Wealth Management. His prior experience includes roles at Stifel Nicolaus & Co Inc and LPL Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.