Rose Brager is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked with Thrivent and its related entities since 2018. Outside of her advisory work, she operates an online resale closet on Poshmark where she sells and donates personal and family items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors. The firm offers goal-based financial planning across various topics without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Kelli Reitzel is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of around 23,701 advisors. The firm offers a range of investment strategies and affiliated financial products under a fiduciary standard.

William Shannon is a financial advisor with Ameriprise in Prior Lake, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Shannon serves on the board of BBIG, LLC, an office condominium entity. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds, providing non-discretionary, research-driven recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic automation with advisor oversight to deliver tailored retirement income plans primarily through Ameriprise-managed accounts.

Kathryn Nollette is a financial advisor with LPL Financial and holds a Series 66 designation. She has one year of industry experience, including prior roles at the University of St. Thomas and local golf clubs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios, retirement plan consulting, and both discretionary and non-discretionary management options.

Benjamin Klaers is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of his advisory role, Klaers is involved with Royal Ideas, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Petronack is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has worked at CUNA Brokerage Services and Wings Financial Credit Union since 2015. He operates in Apple Valley, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Courtney Myers is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2014. Outside of her advisory role, Myers serves as chair of Secondhand Hounds, a nonprofit animal rescue organization in Minnesota. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option while maintaining separate service delivery.

Joy Le Tendre is a financial advisor at LPL Financial in Bloomington, MN, with seven years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Trustone Financial Credit Union and Huntington National Bank. Outside of finance, she is involved with Intense Fitness LLC, which she has been associated with since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven portfolio solutions.

Thomas Tarr is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011. He collaborates with high net worth individuals and families to provide guidance on complex investment strategies, including tax-efficient investing and estate planning considerations. Thomas holds the Certified Financial Planner (CFP®) designation and has 14 years of experience in financial planning. His career at Fidelity Investments began in 2011 as a Financial Representative, advancing through roles such as Investments Consultant and Financial Consultant before becoming Vice President in 2015. Thomas applies his expertise to help clients work toward their financial goals based on their unique situations. Outside of his professional work, Thomas has interests in cars, fishing, golf, tennis, and traveling.

Carissa Palm is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. She has worked at several firms including Allianz Life Financial Services and Wings Financial Credit Union. Outside of her advisory role, she is involved with Prepare + Prosper, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Jett Lakari is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously was employed at Green Bay Exposition Services and the University of Wisconsin-Eau Claire. Outside of his advisory role, he manages an advisory business through Northern Edge Operations LLC. Ameriprise serves clients primarily through retirement-income planning for individuals with significant investable assets, offering written recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver tailored retirement-income advice.

Robert Mccrea Jr. is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. from 2009 to 2018. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of strategies from traditional allocations to complex non-traditional investments.

Philip Postlewaite is a CFP®-designated financial advisor with Wells Fargo Advisors, based in Owatonna, MN. He has 32 years of industry experience, including more than a decade within Wells Fargo-affiliated firms. Outside of his advisory work, he is involved in beekeeping and operates a tree farm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Shane Irons is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at several firms, including TD Ameritrade and Cetera, and currently has roles with Wings Financial Credit Union and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and various technologies across its discretionary and non-discretionary management strategies.

Darya Volvatch is a Series 66-licensed financial advisor with Ameriprise in Richfield, MN, bringing nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Volvatch serves as Treasurer on the board of Animal Ark, a nonprofit organization. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver customized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jay Dobbs is a financial advisor with Ameriprise Financial Services in Edina, MN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Ameriprise since 2009 across different entities within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary research, third-party data, and algorithmic tools.

Nicholas Palzer is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Palzer is also a sales agent for Blue Cross Blue Shield Dental, Health, and Vision insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through various third-party managers. The firm operates a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Brian Schreiber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Todd Watts is a financial advisor with Equitable Advisors in Minneapolis, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved with the Minnesota Sports Media Group. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jon Ylinen is a financial advisor with Cetera holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Securian Financial Services, Minnesota Life Insurance, CRI Securities, and North Star Consultants. Outside of advising, he serves as an elected board member of The Scott Richards North Star Foundation and is an advisory board member of the Gilmore Family Foundation. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform allowing advisors to utilize model portfolios or select third-party managers, with program options ranging from automated allocations to customized strategies.