Christopher Kuechenmeister is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously served in the Wisconsin Army National Guard and held roles at Ciranda and Home Pro America. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm’s approach combines holistic analysis with optional managed-account programs under a consolidated billing option.

Kurt Kobes is a financial advisor with Robert W. Baird & Co. INC. in Inver Grove Heights, MN, holding a Series 66 designation and 15 years of industry experience. He worked at Wells Fargo Advisors, LLC from 2013 to 2016 before joining Baird in 2016. Outside of financial advising, he operates a small photography business, specializing in one wedding or event per year. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including traditional and non-traditional asset allocations, and provides municipal advisory and public finance services alongside its broader capabilities.

Kurt Bester is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of financial advising, he is involved in agricultural business through EF Bester Farms. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models with access to unaffiliated managers, and includes unique institutional features such as advisor transition support and documented business relationships with legal and accounting professionals.

Michael Bail is a financial advisor with Primerica Advisors in Oakdale, MN, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is a band member with Tombstone Chapel, an activity he dedicates time to monthly. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities while offering multiple investment models tailored to different client needs.

Julie Heitman is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years at Edward Jones and a total of nine years in the industry. Prior to joining Edward Jones, she worked at CoBiz Financial from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Darin Pilacinski is a financial advisor with LPL Financial in Woodbury, MN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He currently provides investment advisory services through True Vision Financial Advisors, a DBA of True Vision MN, LLC, an independent registered investment advisor. His prior experience includes roles at Gladstone Wealth Partners, Financial Engines Advisors, and The Mutual Fund Store. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of strategies delivered by its extensive network of investment adviser representatives.

Sandra Mcdonald is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities since 1999. Mcdonald has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. 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 and access to third-party asset management, with tools supporting both discretionary and non-discretionary portfolio strategies.

Kendra Sievers is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of industry experience, including prior roles at Metropolis Resort and Gift Planning Services, LLC. Sievers serves as a board member and gymnastics coach for the River Falls Gymnastics Club. Edward Jones is a full-service wealth management firm with over four million clients and approximately $1.01 trillion in assets under management. The firm provides a wide range of advisory programs and investment options, operating under a fiduciary standard and maintaining an extensive national network of financial advisors and branch offices.

Patrick Fitschen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and also operates Fitschen Tax & Accounting, a tax preparation and accounting business he has owned since 1997. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm provides multiple investment platforms and strategies, including proprietary and third-party models, with options for discretionary and non-discretionary management tailored to client objectives.

Mark Hargis is a financial advisor with Equitable Advisors in Woodbury, MN, holding a Series 66 license and 16 years of industry experience. He has worked at Equitable Advisors since 2010, including time with its predecessor, Axa Advisors. Outside of his advisory role, Hargis is involved in several community organizations, serving on boards such as The Minnesota Network and Woodbury Young Life, and holding leadership roles including vice president of the Woodbury Lions Club. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors and third-party program sponsors, focusing on matching clients to suitable investment models and fiduciary services for qualified plans.

Patricia Ryan is a financial advisor with Ameriprise in Woodbury, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she works as a part-time substitute teacher at Saint Ambrose Catholic School and is a minority investor in a family-owned coffee shop. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Andrew Vix is a financial advisor with OSAIC based in Woodbury, MN. He holds the CFP® designation and has 22 years of industry experience, including roles at Royal Alliance Associates and Signator Investors. He is also involved as a partial owner and COO of Advanced Financial Consultants and owns Vix Enterprises, an S Corp for tax purposes. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and nonprofit investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and various managed account solutions.

Teresa Hernandez is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at KMTSJ, Inc and Northwestern Mutual, as well as spending ten years at Sacred Heart Hospital. She is also involved as a contractor with Integrity Audit & Tax, LLC, focusing on audit testing and potential tax preparation. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Ryan Willaert is a financial advisor with Ameriprise in Woodbury, MN, holding CFP® and Series 66 designations and totaling 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm's approach integrates internal research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a defined investment universe.

Ronald Robinson is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Thrivent Financial. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various non-securities financial services.

Sean Kirk is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work history includes roles at Amazon and Scoopy Poo. Outside of advising, he works part-time as a personal shopper and delivery driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies with support from third-party asset managers and custodians, overseeing approximately $15.5 billion in assets through a large national network of advisors.

Gregory Collins is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has held leadership roles at Collins Wealth Management and Collins Financial Ltd and has been involved with various insurance companies as a sales agent. Collins manages client investments and provides advice related to life change events through his own firm. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a broad range of advisory services and employs asset-allocation tools and third-party platforms to construct tailored portfolios across multiple investment types.

Timothy Tousignant is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a licensed notary in the state of Minnesota. 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, and institutional platforms.

Amy Harbort is a financial advisor with Edward Jones, holding a Series 66 designation and 23 years of industry experience. She previously worked for Woodbury Financial Services / Advisor Group for 17 years before joining Edward Jones. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.