Angela Hanson is a Series 66-registered advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, she worked at Kelly Education and spent 27 years with the USDA Farm Service Agency. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning and offers an option to combine planning with managed-account services under a consolidated billing system called “WealthPlan.”

Thomas Mcdonald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James since 1995, serving in advisory roles for over three decades. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning supported by risk profiling and analytical modeling, and offers distinctive services such as municipal advisory support and a SIMPLE IRA Employer Advisory program.

Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jacob Biermaier is a financial advisor with OSAIC in Lakeville, MN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining OSAIC in 2024, he worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory role, he serves as an on-ice official for youth and high school hockey and coaches baseball at East Ridge High School. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Bradley Brager is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has 14 years of experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. 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 focused on a broad range of topics without discretionary trading authority, emphasizing ongoing client engagement and periodic plan reviews.

Shane Swanke is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with VOYA Financial Advisors. Swanke also operates Swanke Financial Group, founded in 2010. 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 portfolios, third-party asset management, and institutional platforms.

Scott Dennison is a financial advisor at Edward Jones with 40 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Dennison has been with Edward Jones since 2004, working in the Eagan, MN office. 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 through a nationwide network of financial advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

John Stanger is a Series 66-registered financial advisor with Thrivent Investment Management, based in Burnsville, MN, with eight years of industry experience. Prior to his financial career, he served 22 years with the Prior Lake Police Department. He is involved in community activities, serving as a committee member for the Prior Lake Polar Plunge event benefiting Special Olympics and as a board member of Protectors' Peak, a Christian retreat center for law enforcement, military, and clergy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning across a range of topics without portfolio management or discretionary trading authority.

Ronald Fike is a financial advisor with Primerica Advisors in Burnsville, MN, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Financial Services since 1988 and has concurrently worked with Anda Construction since 2013. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custodial services provided by Pershing and Primerica Brokerage Services.

Yiting Li is a Series 66-licensed financial advisor with Thrivent Investment Management in Burnsville, MN, and has one year of industry experience. Prior to joining Thrivent, Li was involved with the Family Education and Diabetes Series (FEDS) Community Research for ten years. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Jeffrey Schuette is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He was previously with Stifel Independent Advisors, LLC for 22 years before joining Equitable Advisors in 2026. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a range of advisory models, often implemented through third-party managers and platforms, and offers ERISA fiduciary services for qualified plans.

Rebecca Czysen is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2021 and has been involved with Morgan Planning Group since 2018. Prior to her advisory roles, she spent four years at Medtronic Care Management Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Ruhland is a CFP® and ChFC® with 32 years of industry experience. He has been with Ameriprise since 2005 and currently serves in Lakeville, MN. He is a member of the Board of Directors for Just Cause Charity. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Leah Theorin is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. She previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 11 years. Leah also owns Theorin Trautwein LLC, operating as Trivas Financial Group, and acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm employs a range of investment strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary implementation options.

Nicholas Andresen is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial in Eagan, MN. His career includes roles at 360 Financial, CliftonLarsonAllen Wealth Advisors, and RBC Capital Markets. He is also involved with Oak Leaf Financial Group in a business capacity related to his LPL activities. 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 provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and technology tools.

Tess Dahl is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at New Prague Public Schools and had periods of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Heidi Olson is a Series 66 licensed financial advisor with Edward Jones in Burnsville, MN, where she has worked since 2016. She has nine years of experience in the industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Asenbrenner is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Her prior work includes roles at Hennepin Healthcare and the University of Minnesota Duluth. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a Premier Retirement Income service providing tailored retirement income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called You Got Wood?. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.