Shane Swanke is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. Swanke also operates Swanke Financial Group, founded in 2010. 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 portfolios, third-party asset management, and institutional platforms.

Scott Dennison is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Dennison has been with Edward Jones since 2004, working in the Eagan, MN office. 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 through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Daniel Myers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of advising, he is a co-member of Bonanza Grove LLC, a commercial property management entity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a range of planning topics and integrates planning with managed-account services through its WealthPlan consolidated billing option.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Ronald Fike is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Financial Services since 1988 and has concurrently worked with Anda Construction since 2013. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custodial services provided by Pershing and Primerica Brokerage Services.

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Jeffrey Schuette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He was previously with Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services for qualified plans.

Rebecca Czysen is a financial advisor with LPL Financial in Burnsville, MN, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2021 and has been associated with Morgan Planning Group since 2018. Prior to her advisory roles, she worked at Medtronic Care Management Services from 2014 to 2018. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Ruhland is a CFP® and ChFC® with 32 years of industry experience. He has been with Ameriprise since 2005 and currently serves in Lakeville, MN. He is a member of the Board of Directors for Just Cause Charity. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Leah Theorin is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked for Thrivent Financial for Lutherans for 11 years. Outside of her advisory role, she owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms while maintaining proprietary model strategies under the Founders Gate Capital brand.

Craig Pedersen is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 designation. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Andresen is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 360 Financial, CliftonLarsonAllen Wealth Advisors, and RBC Capital Markets. He is also involved with Oak Leaf Financial Group, which operates as a business entity for his LPL practice. 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 range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset classes.

Heidi Olson is a Series 66 licensed financial advisor with Edward Jones in Burnsville, MN, where she has worked since 2016. She has nine years of experience in the industry. 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 with discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Asenbrenner is a financial advisor at Ameriprise in Burnsville, MN, holding a Series 66 designation with five years of industry experience. Her background includes roles at Hennepin Healthcare and the University of Minnesota Duluth. 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 tailored written recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called You Got Wood?. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, 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 access, and institutional platforms.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Gregg Burrell is a financial advisor with LPL Financial, holding a Series 63 designation and having 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Burrell is involved in direct sales of nutrition products through a commission-based arrangement. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.