Sheri Deutz is a financial advisor with Thrivent Investment Management in Bloomington, MN, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, income tax, estate, business continuation, divorce, and special needs without portfolio management or institutional advisory services.

Kristen Musich is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and previously worked at Next Financial Group Inc for 10 years. Outside of her financial career, she has been involved with the Beltline Hockey Referees' Association as a coach since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sophia Pexa is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Thrivent Financial, Starship LLC, and Grand Canyon University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based, holistic planning and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan, while maintaining separate services.

Andrea Brotzel is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

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.

Nicole Ostlie is a financial advisor with Ameriprise in Bloomington, MN, holding a Series 63 designation and 28 years of industry experience. She has been with Ameriprise and its affiliate firms since 2015. Outside of her advisory role, she is involved with Woelfle-Notman, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and dependability of income sources.

Alexander Lawson is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2014. Outside of his advisory role, he volunteers providing pro bono financial planning to cancer patients through the Angel Foundation’s Financial Cancer Care Program and offers financial counseling with the Foundation for Financial Planning. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to create tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Charles Mcnamara Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Bloomington, MN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and scenario modeling in its financial planning process.

Nathan Hildre is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning approach.

John Burlager is a financial advisor with RBC Capital Markets holding a Series 66 designation and has two years of industry experience. His prior experience includes positions at Wells Fargo Bank NA and Robert Half. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

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.

Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Tavern on France. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory work, Petersen is involved in an entrepreneurial venture, Ai Ventures. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple portfolio management options, proprietary and third-party strategies, and features institutional-level support and compliance resources.

Joseph Mccullough is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Matt Wahl is a financial advisor with Ameriprise in Eagan, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked with AmeriCorps and has experience in the hospitality and entertainment sectors. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm integrates research and modeling with algorithmic tools to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Liana Whitlock is affiliated with Equitable Advisors and holds a Series 66 credential. She has no prior experience in the financial industry. Her background includes work and education experiences primarily in non-financial roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and third-party asset management programs through a dual-registered investment adviser and broker-dealer model.

Patrick Boldischar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he serves as a board member for the Make-A-Wish Foundation Minnesota. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

James Quandt is a CFP® credentialed financial advisor with 37 years of industry experience. He is currently with Cetera, where he has worked since 2023. His prior experience includes long tenures at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of his advisory role, Quandt serves on several nonprofit and charitable boards and is involved in business ownership and family partnership activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Beth Abrahamson is a financial advisor with Morgan Stanley in Bloomington, MN, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2020, following over a decade at LPL Financial and Wealth Enhancement Group. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and specialized estate planning groups.

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.