Jason Moehring is a CFP® professional with 32 years of industry experience, currently serving at Thrivent Investment Management in Blaine, MN since 2002. He has been involved with Thrivent Financial for Lutherans throughout his career. Outside of his advisory role, Moehring serves on the finance committee and as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes written recommendations across various financial topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.

Lisa Skordahl is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with OSAIC since 2016. Outside of her advisory role, she operates a sole proprietorship engaged in sales through online platforms and also works as a fixed insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a wide network of advisers, utilizing advanced asset-allocation tools and multiple investment platforms.

Derek Ready is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 designation and previously worked for Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisor focusing on financial planning and investment management. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Steven Halvorson is a financial advisor at J.P. Morgan Securities with over 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank before joining J.P. Morgan in 2026. He holds a Series 66 designation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Blake Cheeley is a Series 66-licensed financial advisor with Edward Jones in St. Francis, MN, and has 16 years of industry experience, all with Edward Jones since 2010. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

David Pederson is a financial advisor with Cetera and holds a Series 63 designation. He has 48 years of industry experience and has held prior roles at Midwest Wealth Advisors, North Star Consultants, Securian Financial Services, Minnesota Life Insurance Co., and C.R.I. Securities. Outside of his advisory work, he is the owner of Midwest Wealth Advisors and has been involved in fixed insurance sales through North Star Consultants and Balanced Planning Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and affiliated third-party managers.

Adam Grantham is a financial advisor with LPL Financial in Maple Grove, MN, holding the CFP® and ChFC® designations and carrying 17 years of industry experience. His prior roles include positions at Associated Bank, TIAA-CREF, Waddell & Reed, and AAGI, Inc. Additionally, he is involved with The Grantham Group, INC, a business entity unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jeffrey Raiche is a financial advisor at Edward Jones in Albertville, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and concurrently has experience with Dominos Pizza since 2013. 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 through a broad network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicole Olson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Her prior experience includes roles at Deluxe Corporation, Restaurant Technologies Inc., and the University of Minnesota Athletics Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

Andrew Ramsey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Wells Fargo in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Jeffrey Erpelding is a financial advisor with LPL Financial in Coon Rapids, MN, holding the CFA®, PFS™, and Series 66 credentials and bringing 24 years of industry experience. He has worked with Trustone Financial Credit Union and LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Mussell is a financial advisor at Cetera with Series 63 and Series 65 licenses and over 56 years of industry experience. His career includes roles at VOYA Financial Advisors and longstanding involvement with Northwestern National Life Insurance Co. and his own Dick Mussell Agency. He is also active as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with various investment program options.

Brian Tutland is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Advisors Asset Management, Inc and Navian Capital Securities, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including tax-qualified charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Joshua Gross is a financial advisor with Fisher Investments, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Thrivent Investment Management, Northwestern Mutual, and LoCorr Funds. Outside of finance, he was involved with Chanticlear Pizza for over a decade. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes various risk management strategies including tax-aware processes and derivatives.

Steven Cram is a financial advisor with OSAIC, holding Series 65 and Series 63 credentials and possessing 31 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and First Choice Financial Resource Group, where he has worked for over two decades. Outside of his advisory work, he is involved in community service as a volunteer board member of Pilot Outreach Jail Ministry and serves as a site coordinator for Global Fingerprints, supporting child sponsorship programs. OSAIC Wealth, Inc. serves a diverse range of clients, including individual investors and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various tools and third-party partnerships to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Charlene Zielin is a financial advisor with Thrivent Investment Management based in Otsego, MN. She holds a Series 66 designation and has been with Thrivent since 2025. Prior to her current role, she worked in healthcare and coaching roles, including positions at North Memorial Health and Char Marie Coaching. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account options through its WealthPlan program.

Tyler Olson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. He has worked with Wells Fargo Bank, JP Morgan Chase Bank, J.P. Morgan Securities, and Northwestern Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Daniel Bigaouette is a financial advisor with Wells Fargo Clearing in Coon Rapids, MN. He holds Series 63 and Series 65 designations and has 34 years of industry experience. Prior to his current role starting in 2016, he worked at Wells Fargo Advisors LLC from 2011 to 2016. He serves as a finance council member at the Cathedral of St. Paul. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment approach.