Richard Wohlwend Jr. is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation for 17 years. In addition to his advisory role, he is active as an insurance agent through Sabre Financial, where he sells fixed life, health, accident, and disability insurance products. 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 model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary investment models.

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 with Osaic Wealth holding a Series 66 designation and one year of industry experience. He has worked at Osaic since 2024 and has prior experience in various roles outside finance, including positions in education, golf course maintenance, and with a startup recovery clothing company. Berg is also involved with New Prague Area Schools as activities and event staff. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services supported by a multi-advisor platform. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization, and is notable for its scale, affiliate network, and recent consolidation activities.

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 licenses and bringing 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he owns a real estate investment company focused on financing home rehabilitation projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a range of financial planning topics. The firm emphasizes holistic planning without discretionary trading authority and offers an option to combine planning with managed accounts under consolidated billing.

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.

James Lambert is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Penntek Industrial Coatings, Solid Rock Concrete Coating LLC, and Southern Carlson. 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, holistic planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services distinct.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Jessica Kelly is a financial advisor with Wells Fargo Clearing in Farmington, MN. She holds Series 63 and Series 66 designations and has 10 years of industry experience, all with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.

Dave Erickson is a financial advisor at Edward Jones with a Series 66 designation and one year of experience at the firm. Prior to joining Edward Jones, he worked at CHS Inc for two years and Ecolab Inc for eighteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Jeremy Oliver is a financial advisor at Osaic Wealth with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 22 years. Oliver also owns a sole proprietorship providing fixed insurance products, including life insurance and long-term care. Osaic Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a variety of managed account programs.

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.

Grace Thurin is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she held roles in education and senior care organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and collaboration between a centralized team and the client’s advisor.

Cynthia Taube is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at the National Eagle Center from 2020 to 2023 and previously held roles at Woodruff and Treasure Island Resort & Casino. 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 offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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 in Lakeville, MN, holding a Series 66 credential and 21 years of industry experience. His work history includes roles at LPL Financial, Investment Centers of America, Frandsen Bank & Trust, and Wells Fargo Investments. Outside of advisory work, he operates Evenson Investment Management LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.