Richard Wohlwend Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior experience includes 17 years at Lincoln Financial Securities Corporation and ongoing involvement in Sabre Financial, where he operates as an insurance agent specializing in fixed life, health, accident, and disability insurance, as well as fixed annuities and health savings accounts. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, providing integrated brokerage, advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs a range of tools such as asset-allocation models and automated rebalancing to manage portfolios across various asset classes.

Charles Athmann is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Thrivent, he worked at RBC Capital Markets for six years and held roles at Sedgwick, Kwik Trip, and Thrivent Financial. 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 financial analyses and planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Gary Mittelsteadt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1997. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Joseph Fields is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Eagan, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Berg is a financial advisor at OSAIC with Series 66 designation and one year of industry experience. Prior to joining OSAIC, he held various roles including activities and event staff at New Prague Area Schools and maintenance and operations at New Prague Golf Course. Outside of his advisory work, Berg is a partner in Max Recovery, a startup focused on recovery clothing. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of investment tools and platforms to construct portfolios tailored to client preferences and risk tolerance.

Paul Dentinger is a financial advisor with Primerica Advisors in Lakeville, MN, holding a Series 63 designation and 34 years of industry experience. He has worked at PFS Investments Inc and Primerica Financial Services since 1992. In addition to investment-related activities, he receives compensation for referral of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Christopher Dock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services. He is also the owner of Solucient Consulting, LLC, a non-investment related business. 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 various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research from LPL and third-party subadvisors.

Mathias Hoefferle is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with six years of industry experience. His career includes multiple periods at Edward Jones beginning in 2019, interspersed with roles in education, realty, and transportation. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Christopher Oleson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Midwest Special Instruments from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Anderson Jr. is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2019, following 15 years at FSC Securities Corporation. In addition to his advisory role, he is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Erik Plaisted is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Osaic in 2024, he worked for Woodbury Financial Services, Inc. for 17 years. He is also the Branch President at Sterling State Bank, where he underwrites loans and manages staff. Osaic Wealth, Inc. serves a diverse range of clients, including individual investors, institutions, and charitable organizations, providing brokerage and advisory services through a large network of affiliated advisers. The firm employs advanced asset-allocation tools and offers access to multiple investment products and third-party managed solutions.

Jason Briscoe is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 designations and possessing 20 years of industry experience. He has been with Thrivent Financial for Lutherans since 2007 and with Thrivent Investment Management since 2005. Outside of his advisory role, he is the owner of a real estate investment company focused on rehabbing homes for resale, primarily as a financier. 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 covering topics such as retirement, income tax, estate, and special needs planning, with the option to combine planning with a managed-account program called “WealthPlan” under a consolidated billing arrangement.

Joe Hajjali is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and was involved in the retail and food service industries, including operating Lustrous Spirits Inc. Dba MGM Wine and Spirits and Maki International Restaurant Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Johnson is a financial advisor with Ameriprise in Savage, MN, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2021, he worked for RIVERSOURCE DISTRIBUTORS INC for six years. Outside of his advisory role, he is associated with Certainty of Uncertainty, LLC as an Associate Financial Advisor and Insurance Specialist. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a structured, algorithm-supported approach to retirement income planning.

Jason Hotzler is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Thrivent Financial, Thrivent Investment Management, Edward Jones, and KLDiscovery. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to various model portfolios and research.

Shawn Vradenburg is a financial advisor with Thrivent Investment Management in Lakeville, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Thrivent Financial and its affiliates since 2016. Outside of his advisory role, he serves on the Helping Hands committee at South Cities Church, which provides financial assistance to church members in need. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning across various areas including retirement, tax, estate, and special needs planning. The firm provides these services through a network of advisors without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

James Christian is a financial advisor at OSAIC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 26 years. He has also been active in community service, serving on the board and as president of the Lakeville Rotary Club. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through a large network of affiliated advisers. The firm employs asset-allocation tools and diversified investment portfolios, and supports both discretionary and non-discretionary account management.

James Carlson is a financial advisor with Cetera who holds a Series 63 designation and has 40 years of industry experience. His prior roles include long tenures at ON Investment Management Co and The O.N. Equity Sales Company, as well as recent experience with Avantax entities. He also manages Carlson Financial Strategies, which provides financial, tax, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors and serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and planning services through multiple program structures and a multi-manager platform.

Neal Doty is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 2001. 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 provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and participant advice programs.

Arlene Myers is a financial advisor with Thrivent Investment Management in Cottage Grove, MN, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning across various financial topics and offers a consolidated billing option that combines planning with managed-account services, while keeping them separate.