David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. 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 financial planning that covers a wide range of topics and allows clients to integrate planning with managed-account services while keeping them distinct.

Nathan Rolek is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at firms including Equitable Advisors and AXA Advisors before joining Ameriprise in 2021. Outside of his advisory work, he serves on the Board of Directors for Jefferson High School Softball. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Satoru Asato is a CFP® with 33 years of industry experience, currently affiliated with Raymond James Financial in Bloomington, MN. He has worked with Raymond James Financial Services Advisory, Inc. since 2008 and was involved with McNellis & Asato, Ltd, an independent financial advisory business of which he is president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and investment consulting, utilizing risk profiling and modeling tools to guide client decisions.

Chad Bovee is a financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, also working through its affiliation with Bank of America since 2011. Outside of his advisory role, he serves as a part-time soccer referee for the Tonka United Soccer Association, a nonprofit organization. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Dveris is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2001, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Jeffrey Schwingler is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services Inc. for eight years. He is also a principal at Pathway Financial Advisors, a partnership involved in insurance products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Austin Jacobus is a financial advisor at Equitable Advisors in Minneapolis, MN, holding a Series 66 designation. He has one year of experience in the financial industry and has previously worked in public works for the City of Rosemount as well as in various roles at Chipotle, University of Arizona, Securian Financial, Papa Murphy’s, and local schools. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a wide network of Investment Adviser Representatives and third-party asset managers.

Brian Connelly is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2022. His prior roles include nearly two decades at Jackson National Life Distributors and positions at Focus Financial and Securities America Advisors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth, Inc. supports a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios.

Jason Christenson is a Series 66-licensed financial advisor at Edward Jones in Lakeville, MN, with 13 years of industry experience, all of which have been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carol Sullivan is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Outside of her advisory role, she operates a sole proprietorship in the advertising specialty and promotions business, servicing existing customers. 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 without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Allen Short is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He currently works at Morgan Stanley and has held prior positions at Wells Fargo Advisors and Wells Fargo Clearing. He is based in St. Paul, MN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide array of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Tristan Lehnen is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in various roles including at Dodge of Burnsville and Crisp and Green. He operates a DBA, Turning Leaf Financial, as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and a range of advisory programs, including third-party asset managers and LPL-sponsored programs, focusing on matching clients to suitable investment models based on risk tolerance and plan information.

Anna Lucas is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Burnsville, MN. She has four years of industry experience and previously worked at Chipotle and California Baptist University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across multiple areas without managing client portfolios directly.

Christina Asmus is a financial advisor with Ameriprise Financial Services in Bloomington, MN, holding a Series 66 designation and 12 years of industry experience. She has worked with Ameriprise since 2013 and is also the owner of Sassypants Photography, a photography business. In addition, she owns CASMUS LLC, a finance-related business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Philip Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Thrivent Financial, and Northwestern Mutual, as well as a year at HighRoad Logistics outside the financial sector. 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, supported by a large network of investment adviser representatives.

Robert Haddorff is a financial advisor with LPL Financial in Edina, MN, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include leadership at The Haddorff Team and extensive experience with Waddell & Reed, INC. He serves as president of the Haddorff Family Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by research, technology tools, and a broad platform of advisory and non-advisory services.

Jacob Ledermann is a financial advisor with LPL Financial based in Bloomington, MN. He holds a Series 66 designation and has two years of industry experience, including prior work at Lakeshore Group Wealth Management. Outside of his advisory role, his background includes diverse positions in education and various local businesses. 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 investment strategies and employs technology tools to assist its network of over 22,800 advisors.

Trevor Vanheel is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2013. Outside of advising, he is co-owner of MVL, LLC, where he manages an Ameriprise business. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, written recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Miriam Hobart is a CFP® with 27 years of experience in the financial services industry. She has been with Ameriprise since 1998, including its affiliated entity Ameriprise Financial Services, Inc. She is based in Saint Paul, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Daggett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.