Thomas Karner is a financial advisor at Osaic with 30 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Sii Investments, and New England Securities. Outside of his advisory work, Karner is president of Karner & Associates, Inc., where he is involved in selling and advising on major medical and Medicare supplement insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

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 credentials and over 47 years of industry experience. He has been with Raymond James since 1995. Raymond James Financial Services Advisors, Inc. offers 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 emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network alongside specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Jacob Biermaier is a financial advisor at OSAIC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Balanced Wealth Management and Securities America Advisors. Outside of his advisory work, he is involved in youth sports as a baseball coach at East Ridge High School and serves as an on-ice official for Minnesota Hockey. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using model-based asset allocation and portfolio optimization techniques.

Amber Meger is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2008. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

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 in Burnsville, MN, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2021 and has been associated with Morgan Planning Group since 2018. Prior to her advisory roles, she worked at Medtronic Care Management Services from 2014 to 2018. 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 services including financial planning, model portfolio programs, 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 at Cambridge Investment Research Advisors with 14 years of industry experience. She holds a Series 66 designation and previously worked for Thrivent Financial for Lutherans for 11 years. Outside of her advisory role, she owns Theorin Trautwein LLC, operating under the trade name Trivas Financial Group, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a broad 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 manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms while maintaining proprietary model strategies under the Founders Gate Capital brand.

Nicholas Andresen is a CFP®-certified financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at 360 Financial, CliftonLarsonAllen Wealth Advisors, and RBC Capital Markets. He is also involved with Oak Leaf Financial Group, which operates as a business entity for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across diverse asset classes.

Richard Kirchoff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008 and Thrivent Investment Management since 2007. Outside of his advisory work, Kirchoff is part owner of an LLC that manages the office building he works in and personally handles snowplowing for the business parking lot through a separate LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach emphasizes holistic, goal-based planning across a broad range of topics, with an option to combine planning with managed-account services under a consolidated billing arrangement.

Chad Tuschen is a CFP® professional with 20 years of industry experience. He is currently affiliated with OSAIC and Bottoms Financial, Inc., having previously spent 25 years with Lincoln Financial Advisors and Lincoln National Life Insurance Company. Outside of his advisory work, he is also involved in insurance sales focusing on group benefits and various insurance products. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Steven Blume is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, RBC Capital Markets, and Wealth Enhancement Advisory Services, among others. Blume serves on the board of BestPrep, a nonprofit organization focused on providing Minnesota high school students with business, career, and financial literacy skills. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account solutions. Schwab’s integrated platform combines advisory, brokerage, custody, and cash-sweep services while leveraging multi-asset model portfolios and research-driven guidance.

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.