John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Klug is a financial advisor at Edward Jones in Chaska, MN, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Examination Resources, LLC, Ameriprise Financial Services, Inc., and Insurance Logic Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in commercial real estate ownership through partial ownership of a building in Shakopee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendations with ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework.

John Coldagelli is a financial advisor with Thrivent Investment Management in Shakopee, MN, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2010. 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 without discretionary trading authority, combining planning with managed-account services under a consolidated billing option known as “WealthPlan.”

Chad Hunt is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2018 and is involved with FAB Biosciences, a small bioscience startup developing a novel treatment for diabetes and obesity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary process utilizing proprietary research and algorithmic tools.

Kevin Kunnari is a Series 66-licensed financial advisor with Edward Jones in Eden Prairie, MN, where he has worked since 2016. He has 10 years of industry experience. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Carpentier is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has held positions at firms including Avantax Investment Services and AdvisorNET, and currently serves as CEO of Midwest Financial Group, a shared services company for financial advisors. He is also involved with Zoar United Church of Christ in a board capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager investment platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

Brandon Kincade is a financial advisor with Ameriprise in Belle Plaine, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various roles across multiple industries, including positions at Minnesota State University, CVF Racing, and Winona State University. He is also involved with DTK Enterprises LLC as an associate financial advisor. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored retirement income recommendations.

Daniel Gieseke is a financial advisor with LPL Financial in Waconia, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2007 to 2009. Outside of his advisory role, he is involved with Prosperitas Planning, Inc., an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial products.

Stephen Roesner is a financial advisor at Cetera with 27 years of industry experience. He holds a Series 63 designation and has worked with Cetera and affiliated firms since 2011. Outside of his advisory role, he serves as a trustee for trusts assigned to Profinium, where he manages administrative responsibilities without involvement in investment decisions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Erik Eide is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a business unrelated to investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs analysis.

Samuel Gore is a financial advisor at Edward Jones in Belle Plaine, MN, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ziegler Cat for five years. Outside of his advisory role, he serves as a captain for the Cleveland Volunteer Fire Department and is a board member of the Greater German Jefferson Lake Association, a nonprofit focused on water quality improvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christian Nelson is a financial advisor with LPL Financial in Chaska, MN, holding a Series 63 designation and 33 years of industry experience. He has been with LPL Financial and its predecessor firms since 1999 and has concurrently maintained a role at Old National Bank since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and technology tools.

David Madetzke is a financial advisor at Osaic with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Focus Financial and Securities America Advisors. Outside of his advisory role, Madetzke volunteers as a girls hockey coach for the Bloomington Girls Hockey Association. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and access to multiple third-party managers and alternative investments.

James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.

Edward Warn is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with several firms including Cetera Wealth Services, Vestcore Financial Group, and HD Vest Advisory Services. Warn is also principal of WARN Financial Group Ltd, a CPA tax and business consulting firm providing tax planning and business consulting services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, with access to both affiliated and third-party investment managers.

Jamie Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Pederson serves as a part-time Athletic Director at Trinity Lutheran School, where he designs and schedules athletic and school activities. 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 range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Abigail Kes is a financial advisor with Edward Jones in Shakopee, MN, holding a Series 66 designation and beginning her financial advisory career in 2025. Prior to joining Edward Jones, she worked at the Metropolitan Airports Commission for six years and at Nemer Fieger for five years. 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 wide range of advisory programs and investment strategies through a nationwide network of financial advisors.