Mark Kinney is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked previously at Fortis Investors, Inc. / Woodbury Financial for 26 years and OSAIC for one year. Outside of his advisory role, he is involved with Anoka Health & Life Services, a non-variable insurance business he has maintained since 1986. 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 broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Colleen Lee is a Series 66 licensed financial advisor with Edward Jones, based in Zimmerman, MN, with one year of industry experience. Prior to joining Edward Jones, she worked for OtterProducts, LLC for eleven years. 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 nationwide network of financial advisors and branch offices.

Samuel Johnson is a financial advisor with Ameriprise in Coon Rapids, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2023, he worked at U.S. Bank and Applebees, and he has been involved with Bricks Kitchen and Pub since 2018. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports through a centralized consulting team.

Aaron De Long is a financial advisor with LPL Financial based in Coon Rapids, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Thrivent Financial and AMG Prime. In addition to his advisory work, he serves as a business manager at Trinity Lutheran Church and School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of investment programs and utilizes both proprietary research and third-party strategies to meet client needs.

Jenny Karst is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, she worked at Target for 13 years. Outside of her advisory role, she holds a power of attorney position involving medical decision making and bill paying. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers standalone planning or combined planning and managed-account services under its WealthPlan billing option.

Brenda Roux is a financial advisor with Thrivent Investment Management in Elk River, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of her advisory role, Roux is an Independent Sales Consultant for Norwex cleaning products and serves on the boards of the Elk River Area Chamber of Commerce and NAIFA-Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Juan Preciado is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at Cetera Wealth Services, Equitable Advisors, and Arvest Wealth Management. Outside of his advisory role, he is president of Precious Legacy LLC, an entity used for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

James Powers is a CFP® professional affiliated with Cambridge Investment Research Advisors, Inc., with 39 years of industry experience. He has worked with Cambridge since 2020 and has previous experience at Wealth Management Group of KC, Inc., Geneos Wealth Management, Inc., and Osaic FA, Inc. Powers is also a volunteer with the Association of Financial Educators, a nonprofit focused on financial education. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates across multiple platforms and custodians and offers both discretionary and non-discretionary management, along with proprietary model strategies under the Founders Gate Capital brand.

Ryan Hartneck is a financial advisor with Ameriprise in Monticello, MN, holding the Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Columbia Threadneedle Investments. Outside of his advisory work, he serves as an assistant coach for the Orono High School varsity softball team and is a volunteer board member for the Minnesota Renegades Softball Program. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Roger Strege is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory role, he serves as president of Autism Allies, a nonprofit organization, and Special Needs Planners, which assists families with disabilities in maintaining social security disability and medical assistance eligibility. OSAIC Wealth serves a broad range 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’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance tools and offers both discretionary and advisor-managed strategies.

Travis Fisher is a financial advisor at OSAIC Wealth Inc with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, and Thrivent Financial. Fisher is co-owner of North Metro Money Management, a financial advising practice, and serves as an independent licensed insurance agent. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with offerings such as Unified Managed Accounts and third-party money manager programs.

Steven Larson is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cambridge in 2024, he worked for over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Larson serves on the boards of Y Hockey Ministries International and Legacy Christian Academy. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Jordan Redepenning is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2017, following a year at the University of Minnesota Duluth. Outside of his advisory role, he works as a football and basketball official. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning and written recommendation reports based on proprietary research and third-party data.

Thomas Middagh is a financial advisor with Edward Jones in Otsego, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various educational roles, including positions with the St. Michael - Albertville School District and multiple public schools. Outside of his advisory work, Middagh is involved in youth sports as a football and baseball coach and serves as a basketball official. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Thomas Geissler is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven and includes access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Rebecca Bratulich is a financial advisor with Edward Jones in Anoka, MN, holding a Series 66 designation and 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Owenn Buchholz is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has previously worked at firms including Pruco Securities LLC and The Bank of Elk River, where he also performs administrative duties such as client greetings and trade entry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Samuel Glenz is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Fives Intralogistics, Boardwalk Subs, Mill Steel, and Whole Foods, among others. 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 more than 23,700 financial advisors and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Jacob Fuller is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices across the United States.