Joseph Donohue is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Donohue Appraisal and spent several years as a stay-at-home parent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics. The firm integrates planning with managed-account programs through its WealthPlan option while keeping these services distinct.

Charles Williams is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC for fourteen years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and tailors investment strategies based on clients’ Advisory Risk Profiles, utilizing a combination of in-house and third-party investment managers.

Michelle Prosper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2022, she worked at CUNA Brokerage Services, Inc. for 14 years and has been affiliated with Affinity Plus Federal Credit Union since 2003. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Hocking is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at City National Bank for nine years and RBC Capital Markets for seventeen years. Outside of his advisory role, he contributes to the marketing and communications efforts of Interval Servicing, a timeshare membership company. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Richard T Sachse is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with UBS since 2012. In addition to his advisory role, he provides business strategy and operations assistance to a manufacturing company specializing in die cast metal parts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Benjamin Hoeffler is a CFP® professional affiliated with Charles Schwab, with 17 years of experience in the financial industry. His career includes roles at TD Ameritrade Investment Management, TD Ameritrade, and Scottrade, prior to joining Charles Schwab and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Paul Hennen is a financial advisor with LPL Financial, holding Series 63 and Series 65 certifications and bringing 44 years of industry experience. He has worked at LPL Financial since 2021 and maintains ownership in Financial Consulting Services, Inc. since 2012. His prior experience includes roles at Harbour Investments and National Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various strategies, including proprietary model portfolios and third-party management.

Dennis Dussik is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes 31 years at Fortis Investors, Inc./Woodbury Financial Services, Inc. Dussik also operates Dussik Financial Group, a business entity for tax and investment purposes. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, providing financial planning, model portfolios, third-party asset management, and institutional platforms.

Steven Tix is a financial advisor with Thrivent Investment Management in Vadnais Heights, MN, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining Thrivent, he operated Blue Sky Guy Handyman Service, LLC for three years and managed Travel Tags for two decades. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across multiple areas without discretionary trading authority. The firm offers these services as one-time or ongoing engagements, with options to integrate planning and managed-account programs under a consolidated billing arrangement.

Benjamin Eby is a financial advisor at Edward Jones with three years of industry experience. He previously worked at New York Life/D55 for four years and served seven years in the United States Air Force. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Emily Herzog is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Timothy Meyer is a CFA® charterholder with 23 years of experience in the financial services industry. He currently works with Cetera and also serves as a financial professional at North Star Resource Group. Previously, he held roles at Securian Financial Services, Allianz Life, and CRI Securities. Outside of his advisory work, he was involved in the Bishops Cuts and Color franchise for five years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that includes both affiliated and third-party managers.

Chelsea Spande is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2023, following nearly a decade at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform offering both discretionary and non-discretionary program options.

Valerie Ralph is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income strategies.

Keith Vandell is a financial professional with 28 years of industry experience, currently associated with Cetera. He holds a Series 63 designation and has previously worked with Securian Financial Services, Inc. and Minnesota Life. Vandell is also a partner in Waypoint Wealth Group LLC and engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Erika Granowski is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles including at Free People and the University of Wisconsin-Madison. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Darin Brommer is a financial advisor with Wells Fargo Advisors holding a Series 66 designation and 14 years of industry experience. He has been associated with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, he co-owns a catering and fine woodworking business with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

John Mead is a financial advisor with Edward Jones in Lake Elmo, MN, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Mead serves on the Lake Elmo Old Village Office Condo Association board and is president of CJM Office Holdings LLC, a commercial property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Shayna Boyle is a financial advisor with Primerica Advisors in Woodbury, MN, holding Series 63 and Series 65 credentials and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of her advisory role, she is involved with Wings Homeschool, Instacart, Lifetime Fitness, and the YMCA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

William Style is a financial advisor with Morgan Stanley in St. Paul, MN, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary market models to support client financial plans.