Justin Bettinger is a financial advisor with Thrivent Investment Management in Albertville, MN. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all spent with Thrivent Financial and Thrivent Investment Management since 2014. 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 financial planning that covers a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Leo Schlangen is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Ameriprise and Investment Centers of America. Outside of advising, he owns multiple H&R Block franchises and a tax preparation business. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Lindsay Dockter Holub is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her career includes roles at Cetera Wealth Services, Cetera Investment Services, Cetera Advisors, B. C. Ziegler and Company, and Securities America Advisors. She has been with LPL Financial since 2014. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Richard Vande Vegte is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at LPL Financial LLC, Thrivent Investment Management Inc., THRIVENT Financial, Edward Jones, and PRUCO Securities, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, supported by ongoing manager selection and advanced research tools.

Todd Songstad is a financial advisor with LPL Financial who holds a Series 63 designation and has 27 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has employment as a package handler with FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients through a broad array of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Abbott Laboratories from 2021 to 2024 and Boston Scientific Corporation from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Cich is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Islam Elkaffas is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company and BMO Harris Financial Advisors. Outside of finance, he is a sports referee and owns a fantasy football ranking and trade calculator service. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Nicholas Mc Donald is a Series 66 licensed financial advisor with Edward Jones in Elk River, MN, and has five years of industry experience. He has worked at Edward Jones since 2020 and previously held positions in the automotive industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Nancy Finn is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Raymond James Financial and its affiliates since 2002. Finn also has experience at First Bank Elk River, where she has been engaged since 2007. In addition to her advisory role, she meets with bank clients to discuss Raymond James investment opportunities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports both advisory programs and institutional consulting within a large advisor network.

Neil Greenwaldt is a financial advisor with Edward Jones in Rogers, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Luther Brookdale Toyota from 2007 to 2017. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Krisi Helland is a financial advisor at Edward Jones in Otsego, MN, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, she worked for seven years at Twin Cities Orthopedics. 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 nationwide network of more than 23,700 financial advisors.

Kaylee Isaacson is a Series 66 licensed financial advisor with Edward Jones in St Michael, MN. She has one year of industry experience and has held multiple positions prior to her current role, including work at Edward Jones from 2020 to 2021 and various roles outside the financial industry. 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 broad range of advisory and investment services through a nationwide network of financial advisors and branch offices.

Roberta Gerads is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James and affiliated entities since 2013. In addition to her advisory role, she serves as a Registered Principal at First Bank Elk River and is the Branch Manager of Investment Services at First National Investor Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA plan consulting.