Christopher Wagner is a financial advisor with LPL Financial in Rosemount, MN, holding a Series 63 credential and 29 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he owns a tree removal and landscaping business called "You Got Wood?". LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Brandon Hoium is a financial advisor at Thrivent Investment Management with Series 66 credentials. He has one year of industry experience and previously worked for Furniture Mart USA for ten years in sales. Thrivent provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates planning with managed-account services under its WealthPlan option.

Richard Lewis is a financial advisor with Ameriprise in Lakeville, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as CEO on the board of directors for the nonprofit Just Cause. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Gary Olson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his financial career, Olson served for 18 years with Mdewakanton Public Safety. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics without managing client accounts directly.

Scott Pierce is a financial advisor with Edward Jones in Prior Lake, MN, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, he consults and provides training for his family-owned painting business, Minnesota's Best Painting Company Inc., which operates with a small team and mostly without his daily involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Gregg Burrell is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in a direct sales business related to nutrition products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, with access to model portfolios, third-party research, and technology-driven investment solutions.

Daniel Engberg is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016 and is involved with the Bloomington Youth Soccer Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of advisors and branch offices.

Sydney Kirchoff 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 at Thrivent Financial and its affiliates since 2017. Outside of financial services, she has entrepreneurial experience operating Sydney's Services for ten years and has worked in childcare and educational settings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm combines planning with managed-account services through its WealthPlan option while maintaining separation between the two.

Erik Sutcliffe is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and nine years of industry experience. His previous roles include positions at Securities America Advisors and the US Air Force-GSA. Outside of advising, he owns a tax preparation business and is involved in insurance services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple custody platforms, incorporating both proprietary and third-party strategies.

Staci Smith is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Bank, NA from 2012 to 2021 and Wells Fargo Clearing in 2021 before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement planning through a centralized consulting team.

Scot Kretzschmar is a Series 66 credentialed financial advisor with 16 years of experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans since 2009. He serves on the board of the Lakeville Chamber of Commerce Foundation, a nonprofit organization focused on workforce development through grants and scholarships. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive planning on topics such as retirement, tax, estate, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with periodic reviews conducted by financial advisors.

Joel Ottley is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he has been involved with Clear Cut Xteriors LLC from 2022 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Christine Mc Coy is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Edward Jones since 2015. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Payton is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its related entities since 2013. Cetera Investment Advisers LLC provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors managing more than $256 billion in assets.

Jeffrey Olson is a financial advisor with Edward Jones in Burnsville, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Development Resources from 2008 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 solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lydia Hawley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Window Nation, MindsetGo, and Impel (Outsell), along with six years of self-employment managing Lydia Hawley, LLC. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Scott Erickson is a Series 63 licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2000, accumulating 25 years of industry experience. Outside of his advisory role, he is occasionally involved in a family-owned preschool business, Mamie's Corner Preschool, which he co-owns with his spouse. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

David Frick is a financial advisor with Thrivent Investment Management in Eagan, MN, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He 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. The firm offers holistic, goal-based planning across various topics, which can be combined with managed-account services under a consolidated billing option while maintaining separate planning and account management.

Roderick Dixon is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and possessing 18 years of industry experience. His career includes roles at Scottrade, UBER, Angi Homeservices, and the US Census Bureau. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Brian Connelly is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2022. His prior roles include nearly two decades at Jackson National Life Distributors and positions at Focus Financial and Securities America Advisors. He is also an insurance agent involved in the sales and service of non-securities insurance products. OSAIC Wealth, Inc. supports a diverse client base, including individuals, high-net-worth investors, and institutional clients, through a broad network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and third-party solutions to construct and manage portfolios.