Alexander Nee is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Edward Jones in 2019, he worked at Ecolab for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Michael Karels is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. He previously worked at RBC Capital Markets for 17 years and City National Bank for 7 years. Outside of his advisory role, Karels serves as Treasurer and board member of the Northern Clay Center, a charitable foundation in Minneapolis. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a blend of manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Dennis Fronning is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and 19 years of industry experience. He has an extensive work history including roles at PFS Investments, Primerica Financial Services, and several cooperative and equity associations. Outside of his advisory work, he serves as Board Chairman of Dalton Coop Creamery, overseeing the company’s dissolution process. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

William Goodnow is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of Minnesota Department of Physics and American Family Insurance. He is also the managing owner of Eternal Springs, LLC. 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 uses research-driven, diversification-based investment approaches and offers a range of brokerage and advisory solutions.

Mitchell Haber is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Thrivent and its predecessor firms since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based analyses and written recommendations on a broad range of financial topics without managing client assets directly.

Justin Horsch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with several firms including Thrivent Financial, Concourse Financial Group Securities Inc, and Innovate Financial Inc, where he provides financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options, overseeing more than $256 billion in assets.

Michele Lindell is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Outside of her advisory role, she is involved with Centennial Group II LLC and BDLR Group, Inc., both non-investment-related businesses. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Rosvold is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 20 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of advising, he is involved as a member of Centennial Group II, LLC, which manages office space costs for advisors and staff. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies, with investment recommendations supported by in-house research and third-party data.

Terry Swanson is a financial advisor with Ameriprise in Edina, MN, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. He previously worked at Commonwealth Financial Network and Zurich Awes Wealth Management. Swanson serves on the Board of Directors and as Treasurer of the Seven Dreams Educational Foundation. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides clients with tailored retirement income planning and ongoing advice based on detailed analysis and tax-aware withdrawal strategies.

Robert Bissonett is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Investments, LLC from 2005 to 2011. Wells Fargo Advisors is a national firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decision-making.

Mason Kniskern is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior experience at Cambridge Investment Research Inc. and Rosselot Financial Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs to implement many of its investment models.

Kurt Galenti is a financial advisor at Ameriprise with 43 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 22 years. Outside of his advisory role, he is a co-owner of Sequence Biomechanics Performance Lab, a sports motion capture and analytics business. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Luxem is a financial advisor with Ameriprise in Edina, MN, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of advisory work, he is involved in tax preparation through his ownership of Pinnacle Tax Solutions and is a managing partner or co-owner in multiple LLCs used for business expense and financial management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for clients nearing or in retirement. The firm’s retirement income planning utilizes proprietary research, algorithmic tools, and a centralized service team to produce customized, non-discretionary recommendations aligned with clients’ specific asset and Social Security considerations.

Annette Printup is a Series 66-licensed financial advisor with Ameriprise in Edina, MN, and has 19 years of industry experience. Her career includes multiple roles at Ameriprise dating back to 2006, along with a brief tenure at LPL Financial. Outside of her advisory work, she serves as a youth director at Redeemer Lutheran Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning advice supported by proprietary research and algorithmic tools.

Brian Schaap is a CFP® with 15 years of experience in financial services. He is currently with LPL Financial and has prior experience at Waddell & Reed Inc, Mercy Vineyard Church, and running his own business, Brian Schaap LLC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a broad range of advisory strategies and operational tools.

Scott De Graff is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and six years of industry experience. Prior to his current role at Thrivent, he worked for AEGIS Therapies for 16 years. Outside of financial advising, he works as a physical therapist on an as-needed basis. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of advisors, focusing on holistic, goal-based analyses that include retirement, tax, estate, and special needs planning. The firm offers a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services separate.

Jackson Woolems is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Thrivent Financial and ISD 917. Woolems also engages in independent contractor work under trade names and maintains involvement in insurance, benefits, and human resources activities. Cambridge Investment Research Advisors, Inc. serves a wide 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 supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Maxwell Schermerhorn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Natixis Advisors, Natixis Distribution, Blue Line Financial, and New York Life. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Todd Grace is a financial advisor with Edward Jones in Rosemount, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment solutions through a large network of financial advisors and branch offices across the United States.

Michael Stenach is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Equitable Advisors since 2013, as well as previous experience with Axa Advisors, LLC and Foresters Advisory Services, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory models and focusing on matching clients to suitable investment solutions based on their risk tolerance and financial objectives.