Clint Athmann is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 credential. His prior work includes roles at Voya Financial Advisors and The Managed Assets Group. Outside of his advisory work, he is a part owner of a land investment involving property maintenance, farming, and recreational use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures through a multi-manager platform that includes affiliated and third-party managers.

Deborah Clausen is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its related entities since 2012. Outside of her advisory role, Clausen serves as a board member for Big Brothers Big Sisters of Central Minnesota and the Women's Fund Advisory Board, and she has volunteered as a minor official for St. Cloud State University hockey since 1998. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, offering goal-based, holistic planning without discretionary trading authority and the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Winifred Anderson is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Cetera, she worked in education for ten years with ISD 47. She serves as a volunteer board member for the Minnesota Military and Veterans Museum, assisting with educational outreach. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Swanson is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations aimed at managing income sources and withdrawal strategies.

Michael Karl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as chair of the Central MN Community Foundation Professional Advisors Committee and holds leadership positions in several organizations, including as president of the Sky Manor Aero Club board and CEO of Lower Town Music, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding the Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Central Minnesota Credit Union and CUNA Brokerage Services, Inc. Schwieters is also involved with Magnifi Wealth Management, a credit union-affiliated advisory branch. 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 financial planning and asset management solutions, utilizing various advisory platforms and technology tools to support its network of over 22,800 advisors.

Benjamin Mielke is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and business continuation planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services through its consolidated billing option.

Erik Swanson is a financial advisor with Ameriprise in Sartell, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 1998. Outside of his advisory role, he is co-owner of Integrity Point, LLC and Midwest Excellence LLC, and also co-owns a real estate business, Integrity Point Real Estate LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations on income, Social Security, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its clients, emphasizing managed accounts and using algorithmic tools alongside personalized review.