Ansu Kourouma is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Wipfli LLP. Outside of his advisory role, he serves as a boys' high school basketball coach. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various investment tools and third-party platforms to manage portfolios across multiple asset classes.

James Dokken is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank, with additional experience at Woodbury Financial Services and Old National Bank. Dokken holds Series 63 and Series 65 licenses and is based in Maple Grove, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

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 credential and 17 years of industry experience. He has worked at LPL Financial since 2018 and has concurrently been associated with INVEST Financial Corp. and Topline Fcu since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Zachary Muckenhirn is a financial advisor with Edward Jones in Delano, MN, holding a Series 66 designation. He has been with Edward Jones since 2025 and has a background that includes roles with several professional baseball teams. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Paul Kieser is a financial advisor with OSAIC in Maple Grove, MN, holding a Series 66 designation and over 25 years of industry experience. He has been with OSAIC since 2012 and has worked at John Hancock Financial since 2000. Kieser is also the owner of True North Advisory Group, a marketing entity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering a range of advisory and brokerage services supported by advanced portfolio construction tools and multiple third-party platforms.

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® with 40 years of industry experience, currently serving as a financial advisor at Osaic since 2023. He previously worked for 14 years at Sagepoint Financial, Inc. Outside of his advisory role, Endersbe is an author and leadership coach, having written the book *The Three Commitments of Leadership* and providing coaching and speaking engagements related to leadership development. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs a range of asset-allocation tools and third-party managed-account solutions to construct portfolios tailored to client risk tolerance and investment preferences.

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 with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Coverall, Doctible, Pearl Forwarding, and service in the United States Navy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Amy Holewa is a financial advisor with LPL Financial, holding the CFP® and Series 63 designations and bringing 29 years of industry experience. She previously worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 15 years. Outside her advisory role, she is involved with Intentional Wealth LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and diverse investment strategies.

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 at LPL Financial with a Series 66 credential and 10 years of industry experience. He has operated his own law practice since 2015 and has held roles with David Walgren and various insurance carriers. Outside of financial advising, he maintains an active law practice and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by LPL 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 with LPL Financial, holding a Series 63 designation and bringing 23 years of industry experience. He previously spent 20 years at Crown Capital Securities, LP and has been involved with Financial Success Ltd. since 1999. Outside of advising, he is engaged in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, offering various advisory programs and financial planning services supported by both discretionary and non-discretionary management.

Shae Morsfield is a financial advisor at Edward Jones in Elk River, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Shae worked in various educational and community support roles, including positions at multiple public schools and non-profits. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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 at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Edward Jones, and Advisornet Wealth Management. Outside of his advisory role, he is qualified as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.