Bryan Lage is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. His background includes roles at Thrivent Financial, Northwestern Mutual Investment Services, and agricultural operations such as Stine Seed and Brandon Lage Farms. Outside of advising, he is involved in farm operations, working as a truck driver hauling sugar beets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering topics such as retirement, taxes, and estate planning, without implementing recommendations directly, and allows clients to combine planning and managed-account services under a consolidated billing option called “WealthPlan.”

Charles Cooper is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with LPL Financial and has held roles at AdvisorNet Wealth Management and Cetera Advisor Networks LLC. Cooper also serves as controller at James R Hill, Inc., a position he has held since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm provides a range of financial planning and investment management options, including model portfolios and third-party asset management, supported by technology tools and a broad network of over 22,800 advisors.

Ria Bongiovanni is a Resident Director and Wealth Management Advisor at Merrill Lynch, where she leads the Bloomington, MN office and contributes to the local Diversity & Inclusion Committee. She works with clients across various industries and stages of life, including intergenerational families, corporate executives, business owners, attorneys, athletes, and entertainers. Her focus includes financial wellness, investing, college education planning, executive compensation, personal retirement planning, and socially responsible investing. Ria holds a Bachelor's Degree from Iowa State University and maintains several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is fluent in English and Spanish. Beyond her advisory role, Ria engages in community initiatives such as Better Money Habits and Studiiyo Scholars. Her personal interests include music and the arts—writing and performing jazz piano and singing, as well as bhangra dance—as well as staying active through triathlons, yoga, and pickleball. She also values spending time with her husband, family, and friends, and serving on boards and volunteering.

Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for his LPL business. 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 other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.

James Wright is a financial advisor at Merrill with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Merrill since 1997 and Bank of America, NA since 2009. Outside of his advisory role, he coaches youth hockey for the Los Angeles Junior Kings. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, leveraging its integration with Bank of America affiliates and capital-markets platform.

Michael Bills is a financial advisor with Wells Fargo Advisors in Mendota Heights, MN, holding a Series 63 designation and 27 years of industry experience. He has been with Wells Fargo Advisors since 2016. In addition to his advisory role, he owns and operates Consilium Advisory Services LLC, a family office practice based in Eagan, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer strategies. The firm utilizes proprietary research and planning tools to develop tailored recommendations, serving clients who meet certain net-worth thresholds.

Michael Lauer is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with Cetera. His career includes roles at Grindstone Financial, Prowealth Financial, Cetera Wealth Services, Advisornet Wealth Management, Capstone Advisory Group, and Cambridge Investment Research. He also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and custom strategies.

Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Christopher Norman is a financial advisor with Edward Jones in Minneapolis, MN, holding a Series 63 designation and 29 years of industry experience. He has been with Edward Jones since 1999 and previously worked with American Express Financial Advisors Inc., IDS Life Insurance Company, and Homeplace. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices across the United States.

Scott Stroeing is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Gervais Wealth Management and has been involved with the Washburn Center for Children as a mental health case manager. 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 advanced operational and research tools.

Jackson Sandquist is a financial advisor at Ameriprise with the Series 66 designation. He has been with Ameriprise since 2023 and has no prior industry experience. Outside of advising, he has worked at Logger's Trail Golf Course and Oak Glen Golf Course and Banquet Facility. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and supports a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.

Kevin Schmitz is a financial advisor with LPL Financial based in Excelsior, MN. He holds a Series 65 designation and has recently transitioned from a 21-year career at Illinois Tool Works (ITW) to advisory roles beginning in 2025. Outside of his advisory work, he is involved with Schmitz Iowa Farmland, a real estate rental business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ian Mc Cready Flora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent ten years at the University of Virginia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brittany Granata is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019, following three years at The Oak Ridge Financial Services Group, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s offerings include a non-discretionary implementation process and use proprietary tools and third-party data to support asset allocation and Social Security claiming strategies.

Candela Larson is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and beginning her advisory career in 2025. Her prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several non-financial positions, including teaching and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing non-discretionary, research-driven recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools with advisor input and emphasizes use of Ameriprise-managed accounts and affiliated investment products.

Elianna Baldwin is a financial advisor with Cetera, holding a Series 66 designation and beginning her career in 2023. Her prior work experience includes roles at Farmers Insurance, Boulder Pointe Golf Course, and Ford Robert Black Agency. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Erik Holmstrom is a financial advisor with Ameriprise in Edina, MN, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked at UBS Financial Services and Northwestern Mutual. Outside of his advisory role, he is involved with BDLR Group, Inc. as a registered team member. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Coleman Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. His prior roles include seven years at LPL Financial and three years at RSM. In addition to his advisory work, he owns and operates a tax preparation business and is an insurance agent focusing on non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and technology, and it provides specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paul Woolfrey is a financial advisor with Ameriprise in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Securities America, Cambridge Investment Research, and his own firm, Woolfrey Financial Consulting, Inc. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis in its approach, with an emphasis on assets held in Ameriprise Managed Accounts and a product selection that includes affiliated funds.