Brenda Rabbe is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she taught private voice lessons for 20 years at Brenda's Voice Studio and served as president and founder of a nonprofit organization that distributes financial donations to other nonprofits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across multiple planning areas. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.

Daniel Roberts is a financial advisor at Edward Jones in Hastings, MN, holding CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, he served in the United States Navy from 2016 to 2020 and was involved with Coffee Bene from 2014 to 2020. Roberts is also an owner of Yambaily LLC, a marketing business, and occasionally performs music under the name Yambaily. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Richard Wohlwend Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement in Sabre Financial, where he operates as an insurance agent specializing in fixed life, health, accident, and disability insurance, as well as fixed annuities and health savings accounts. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Berg is a financial advisor at OSAIC with Series 66 designation and one year of industry experience. Prior to joining OSAIC, he held various roles including activities and event staff at New Prague Area Schools and maintenance and operations at New Prague Golf Course. Outside of his advisory work, Berg is a partner in Max Recovery, a startup focused on recovery clothing. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of investment tools and platforms to construct portfolios tailored to client preferences and risk tolerance.

Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 designations and possessing 20 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and with Thrivent Investment Management since 2005. Outside of his advisory role, he is the owner of a real estate investment company focused on rehabbing homes for resale, primarily as a financier. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering topics such as retirement, income tax, estate, and special needs planning, with the option to combine planning with a managed-account program called “WealthPlan” under a consolidated billing arrangement.

Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and its affiliates since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, which provides financial assistance to church members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning across various areas including retirement, tax, estate, and special needs planning. The firm provides these services through a network of advisors without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Jeremy Oliver is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Woodbury Financial Services, Inc. for 22 years before joining OSAIC in 2024. In addition to his advisory role, he owns a sole proprietorship providing fixed insurance products such as life insurance and long-term care. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios with diverse investment options.

Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.

Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.

Cynthia Taube is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at the National Eagle Center and Woodruff. Outside of her advisory role, she is an owner of a small rental property in Hager City, Wisconsin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.

Marc Kenville is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2022 and concurrently serves at Cuna Brokerage Services, Inc. and Wings Financial Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party subadvisors, and advanced research.