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 at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Gaughan Companies, and U.S. Bancorp Investments. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party and proprietary strategies.

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 the Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks, with implementation supported by affiliated investment-management entities.

Cody Clem is a financial advisor at Osaic with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parkland Securities for 11 years before joining Osaic Wealth Inc. Clem is also a licensed insurance agent, selling life insurance, indexed, and variable annuities. Osaic Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process includes model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary models.

Matthew Fiske is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. In addition to his advisory role, he operates as an insurance agent with Sandvold Financial Group, providing fixed annuities, life, long-term care, and employee benefits products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party programs.