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Paul H
CFP®, Series 63, Series 65, Series 66
Prior Lake, MN
Raymond James Financial
Paul Hofslien is a CFP® professional affiliated with Raymond James Financial, with 32 years of industry experience. He has been with Raymond James Financial Services since 2008. Outside of his advisory work, he owns and operates a farming business and serves as treasurer and board member for the Prior Lake Rotary Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation through various advisory programs and technology-driven solutions.
Brenda R
Series 66
Northfield, MN
Thrivent Investment Management
Brenda Rabbe is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial. Outside of her advisory role, Rabbe is the owner and teacher at Brenda's Voice Studio, where she has taught private voice lessons for over 20 years, and she serves as the founder and president of Moving Mountains, a nonprofit that distributes financial donations to other charitable organizations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial plans without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships with a focus on comprehensive topics such as retirement, tax, estate, and special needs planning.
Alison D
CFP®, Series 66
Rosemount, MN
Ameriprise
Alison Doyle is a CFP® and holds a Series 66 license with six years at Ameriprise and a total of five years in the industry. Her prior experience includes roles at the University of Minnesota and The Wilds Golf Club. She has outside employment with Royal Ideas, LLC, supporting the Ameriprise franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides customized recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.
Richard W
Series 63, Series 65
Lakeville, MN
OSAIC
Richard Wohlwend Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement in Sabre Financial, where he operates as an insurance agent specializing in fixed life, health, accident, and disability insurance, as well as fixed annuities and health savings accounts. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.
Paul D
Series 63
Lakeville, MN
Primerica Advisors
Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.
Christopher O
Series 66
Apple Valley, MN
Edward Jones
Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Joe H
Series 66
Apple Valley, MN
Merrill
Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.
Jason H
Series 66
Prior Lake, MN
LPL Financial
Jason Hotzler is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. He operates under the DBA ProsperLane Financial for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by various technology tools.
Jennifer A
Series 63, Series 66
Prior Lake, MN
Edward Jones
Jennifer Akins is a financial advisor with Edward Jones in Prior Lake, MN, holding Series 63 and Series 66 licenses with 11 years of industry experience. She has been with Edward Jones since 2017 and previously worked at Rivertown Dental for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond traditional advisory services.
Shawn V
Series 66
Lakeville, MN
Thrivent Investment Management
Shawn Vradenburg is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and with 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, where he votes on financial assistance for members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate services for planning and portfolio management.
James C
ChFC®, Series 63, Series 65
Lakeville, MN
OSAIC
James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 26 years. He has also been active in community service, serving on the board and as president of the Lakeville Rotary Club. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and diversified investment portfolios, and supports both discretionary and non-discretionary account management.
Jeremy O
Series 63, Series 65
Rosemount, MN
OSAIC
Jeremy Oliver is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Woodbury Financial Services, Inc. for 22 years before joining OSAIC in 2024. In addition to his advisory role, he owns a sole proprietorship providing fixed insurance products such as life insurance and long-term care. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios with diverse investment options.
Christian D
Series 66
Lakeville, MN
Thrivent Investment Management
Christian Dane is a financial advisor with Thrivent Investment Management in Lakeville, MN. He holds a Series 66 designation and has 10 years of industry experience. His career includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments, Inc. prior to his current position. 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 across various financial topics, delivered as either one-time or ongoing engagements without discretionary trading authority.
Alexander G
Series 63, Series 66
Lakeville, MN
Ameriprise
Alexander Gaustad is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments, The Vanguard Group, and Wold Architects & Engineers. He also worked with the Bloomington Jefferson Hockey Association and Jackfish Bay Property Management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning and advice through a centralized team working alongside advisors.
Grace T
Series 66
Farmington, MN
Ameriprise
Grace Thurin is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she held roles in education and senior care organizations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and collaboration between a centralized team and the client’s advisor.
Ginger E
CFP®, Series 66
Rosemount, MN
Ameriprise
Ginger Ewing is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2001 to 2020. Ewing is a managing partner at Paragon Operations LLC and serves as a trustee emeritus for Widow Might as well as a trustee for the University of Northwestern, St. Paul. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Kellee A
Series 63, Series 66
Lakeville, MN
Edward Jones
Kellee Ablard is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she was employed with Nerium International and Fairview Health Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, affiliated mutual funds, and fiduciary services, supported by a nationwide network of more than 23,000 financial advisors.
Adam E
Series 66
Lakeville, MN
Cambridge Investment Research Advisors
Adam Evenson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at LPL Financial, Investment Centers of America, and FRANDSEN BANK & Trust. He is also an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers diverse investment platforms and strategies tailored to client needs, including proprietary models and access to third-party managers.
Marc K
Series 63, Series 65
Apple Valley, MN
LPL Financial
Marc Kenville is a financial advisor with LPL Financial based in Apple Valley, MN, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Wings Financial Credit Union since 2014 and was previously with CUNA Brokerage Services, Inc. from 2014 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and a broad set of financial services alongside its advisory platform.
Graham K
Series 66
New Prague, MN
Ameriprise
Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
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