Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Daniel Harris is a financial advisor with Ameriprise in Chaska, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Huber is a financial advisor at Edward Jones in Shakopee, MN, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jerrys Enterprise's. Outside of his advisory role, Huber is involved in real estate through Huber Real Estate Properties and is a member of HM Capital Group, an investment LLC. 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.

Christopher Sue is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Scorpion Design LLC for five years and Regency Lighting for two years. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Mark Ohlmann is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2006. He has 20 years of industry experience. Outside of his advisory role, he is involved in managing several rental properties with family members. 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 topics such as retirement, tax, estate, and special needs planning, separate from portfolio management or institutional advisory services.

Rodney Sikel is a CFP® certificant affiliated with Edward Jones in Bloomington, MN, with 19 years of industry experience. He has been with Edward Jones since 2006. 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 range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated mutual funds, operating under a fiduciary standard.

Michael Schmid is a CFP® professional with 24 years of experience in financial advising, currently with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as president of Three Dog Holdings, LLC, a company engaged in office rentals. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Cheryl Johnston is a CFP®-certified financial advisor with 25 years of industry experience. She has worked at Edward Jones for 24 years and joined LPL Financial in 2025. Outside of her advisory work, Johnston is involved with Lost Lake Farm LLC, a farming enterprise in Prior Lake, MN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement consulting, and integrates research from multiple sources to support diversified investment strategies.

Steven Struthers is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at FBL Financial Group and Farm Bureau Financial Services. Outside of his advisory work, he owns and operates two multifamily rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering a broad range of topics, delivered either as a one-time or ongoing engagement, with options to combine planning and managed-account services.

Kevin Cunniff is a financial advisor at Thrivent Investment Management with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2015. Outside of advising, he is the owner of a courier delivery business. 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 planning that covers a wide range of topics but does not include implementation of recommendations or discretionary portfolio management.

Jeffrey Pierce is a financial advisor with OSAIC based in Chaska, MN, holding a Series 63 designation and with 28 years of industry experience. His career includes roles at Royal Alliance Associates and Signator Investors, along with operating J. Pierce Financial Services for over 20 years. Outside of his advisory work, he serves as the chair for a charitable golf tournament benefiting scholarships at Waldorf University and is a board member of the Chaska Baseball Association, where he directs umpire training. OSAIC serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of analytical tools and outsourced solutions to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Adam Marso is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he held academic positions at the University of Minnesota, University of North Dakota, Henderson State University, and Arkansas State University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under its WealthPlan option.

Jaeson Morrison is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 65 and Series 63 licenses and six years of industry experience. His work history includes roles at Thrivent Financial since 2020 and positions with the City of Northfield and the City of Richfield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Its approach involves holistic, goal-based planning focused on various financial topics, delivered separately from portfolio management and with periodic reviews.

Barbara Droher Kline is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2011 and 2012, respectively. Outside of her advisory role, she serves as a public board member of the Minnesota Board of Pharmacy and works as a broadband consultant and lobbyist with the Minnesota Public Broadband Alliance, focusing on mental health advocacy and broadband development in Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive goal-based analyses and planning across topics such as retirement, taxes, and estate issues. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Jeffrey Stohr is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior roles include positions at AXA Distributors, Mill City Investment Services, and Cetera Wealth Services. Outside of his advisory work, he also sells fixed insurance products and serves as a registered representative providing financial solutions to credit union members through Servion Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and unaffiliated third-party managers and a variety of program options.

Emma Nelson is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has previously worked at Old National Bank and several other organizations, including DePaul University and Evereve. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant 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 affiliated companies.

Daniel Bauman is a financial advisor with Thrivent Investment Management in Burnsville, MN, holding Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Allianz Life Financial Services and CH Robinson. Bauman also spent four years associated with Choice Auto Protection LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and periodic plan reviews, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.