Keith Maahs is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for six years. In addition to his advisory work, Maahs is a licensed real estate agent and operates an independent life insurance sales business. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Brody Halverson is a financial advisor with Ameriprise in Cambridge, MN, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service that provides ongoing retirement-income planning advice and written Recommendation Reports focused on dependable income sources and tax-aware withdrawal strategies.

Luke Opsahl is a financial advisor with OSAIC in Forest Lake, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a range of investment vehicles and can be managed on either a discretionary or non-discretionary basis.

Brian Benson is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Edward Jones in Chisago City, MN, having worked there from 2014 to 2021 and again since 2023, with a two-year tenure at Merrill in between. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica Andersen is a financial advisor at Edward Jones in Cambridge, MN, holding a Series 66 designation and starting her industry experience in 2023. Prior to joining Edward Jones in 2025, she worked at Jesse Johnson State Farm, Voila Real Estate, Serene Oaks Dental, and Acqua Wine Bar. She has experience across insurance, real estate, dental services, and hospitality sectors. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and offices.

Barry Springborn is a financial advisor with Thrivent Investment Management in Cambridge, MN, holding the CFP® designation and Series 63 and 66 licenses. He has 26 years of industry experience and has been with Thrivent and its predecessor organizations since 2002. Outside of his advisory role, he manages a family farm growing corn and feeding beef steers, and serves as chairman of the council and board member for Christ Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans across a wide range of topics. The firm emphasizes planning delivered by financial advisors without discretionary trading authority and offers combined planning and managed-account services under a consolidated billing option.

Adam Cachero is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, E*TRADE, TD Ameritrade, and Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.