Kaden Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2021, he worked at the University of Minnesota Duluth, AdventureKeen, Kwik Trip, and Mora High School. He serves on the Board of Directors for Vasaloppet USA as Treasurer. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Wedell is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is involved in agricultural product ownership and operates as a health insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, and estate matters. The firm’s approach combines goal-based analyses and planning with managed-account programs, while maintaining a separation between planning services and portfolio management.

Kenneth Maahs is a financial advisor with OSAIC who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Lakeland Mortgage Corporation since 2002. In addition to his advisory work, he operates KEN MAAHS AND ASSOCIATES, INC, a corporation focused on independent insurance sales and investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple investment platforms, employing asset-allocation tools and risk assessments to construct portfolios managed on discretionary or non-discretionary bases.

Andrew Fish is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of his advisory role, he manages rental property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors.

Gregory Peichel is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Lindeman is a financial advisor with Wells Fargo Clearing in Columbus, MN, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Lindeman has been affiliated with Wells Fargo Bank NA since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment management, with a broader range of financial product offerings than typical for large institutional advisers.

Tedra Scott is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise since 2016. She previously worked at Raymond James & Associates before joining Ameriprise Financial Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual guidance focused on income stability and tax-aware withdrawal strategies.

Nathan Kerkow is a CFP® professional with 31 years of experience in the financial industry. He has worked with Ameriprise and its affiliates since 1995 and is currently based in Forest Lake, MN. Outside of his advisory work, he serves on the Board of Directors and as Secretary for the Wildcat Pride Scoreboard Fund, and he is an assistant coach for the boys lacrosse team at Chisago Lakes High School. Ameriprise Financial Services is a large diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

James Renn Jr. is a financial advisor at RBC Capital Markets with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, as well as City National Bank since 2017. He serves on the board of the SHJON Podein Children's Foundation, a nonprofit organization involved in fundraising and charitable gifting. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management. The firm customizes investment strategies based on client risk profiles and employs a mix of in-house and third-party managers, including options for tax management and responsible investing.

Joshua Erickson is a financial advisor with Edward Jones in Wyoming, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Summerbell is a financial advisor with Edward Jones in Ham Lake, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of around 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Chrzanowski is a Series 66–licensed financial advisor with Edward Jones in Forest Lake, MN, and has 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Charlie Rose is a financial advisor at OSAIC with a Series 66 designation and four years of industry experience. He has held positions at Sagepoint Financial, INC., Five Star Financial Resources, Foster Klima, and Hilton Hotels. Rose is also a notary and has served as a financial planner involved in marketing financial services. OSAIC serves a diverse client base, including retail and institutional investors, and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management using a wide range of investment products.

Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Daniel Terry is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was employed at Teleflex Inc. and Abdo, Eick & Meyers, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Brody Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.

Jessica Andersen is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation and starting her industry experience in 2023. Prior to joining Edward Jones in 2025, she worked at Jesse Johnson State Farm, Voila Real Estate, Serene Oaks Dental, and Acqua Wine Bar. She has experience across insurance, real estate, dental services, and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and offices.

Barry Springborn is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience and has been with Thrivent and its predecessor organizations since 2002. Outside of his advisory role, he manages a family farm growing corn and feeding beef steers, and serves as chairman of the council and board member for Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans across a wide range of topics. The firm emphasizes planning delivered by financial advisors without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option.

Adam Cachero is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Morgan Stanley, E*TRADE, TD Ameritrade, Charles Schwab, and Applied Underwriters. He is based in Forest Lake, Minnesota. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.