Britton Peterson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at AMG Prime and Continua Interiors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across various financial planning topics without discretionary trading authority or institutional portfolio management.

Doreen Schmidt is a CFP® with 21 years of industry experience, currently advising at OSAIC since 2024. Her previous roles include positions at Woodbury Financial Services, Inc. and Questar Capital Corporation. Outside of her advisory work, she owns and operates a sole proprietorship selling original artwork on Etsy. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation and portfolio optimization.

Brandon Neumann is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Neumann was previously the owner of a marketing business called Twin Cities SuddenValues, which he sold and from which he receives monthly compensation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Matthew Lemay is a financial advisor at Ameriprise with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at 1834 Investment Advisors, Old National Bank, and Mutual of America Life Insurance Company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data into its recommendations, which are implemented on a non-discretionary basis.

Sandra Ganske is a Series 66-licensed financial advisor at Fidelity with three years of industry experience. She has worked at Fidelity Investments since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA from 2011 to 2022. Strategic Advisers LLC, a Fidelity Investments company where she is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a broad range of portfolios.

Sophey Stepanek is a financial advisor with Thrivent Investment Management in Forest Lake, MN, holding Series 63 and Series 65 licenses and having five years of industry experience. She has worked with Thrivent Financial and its investment management division since 2020. Prior to her advisory career, she was employed at the University of Minnesota and Blaine High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Thomas Conneran is a CFP® with 25 years of experience in financial advising. He is currently affiliated with Cetera and has prior experience with Concourse Financial Group Securities Inc. He serves as a board member for Pro Life Action Ministries and is involved in finance oversight as a trustee for the Church of Epiphany. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporations, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and custodial relationships.

Jack Puder is a financial advisor at OSAIC with one year of industry experience and holds the Series 66 designation. Prior to joining OSAIC, he worked at Equitable Advisors and has been involved with Northwest Graphic Supply Co, a screen printing supply distributor, where he serves as an assistant. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various risk assessment and rebalancing tools.

Ema Hunt is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020, with prior roles at Securian Financial Services Inc and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and manager options, supported by over $256 billion in assets under management.

Mark Stevens is a financial advisor at Merrill in Blaine, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked in the automotive sector with several firms including Superior Ford and Autonation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Hays is a CFP® with 24 years of industry experience, currently advising at Ameriprise since 2020 following an 18-year tenure at Ameriprise Financial Services, Inc. He serves on the Board of Directors and acts as Treasurer for the Forest Lake Nordic Team Booster Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their retirement income offering is supported by a centralized service team and combines proprietary investment research with third-party data and algorithmic tools.

Christian Gaffy is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has held roles at various financial and tax service firms since 2015 and has been involved in coaching and mentoring ice hockey goalies through multiple hockey academies and local associations for over seven years. He also serves on the finance council for a local church and school, advising on budget and facilities management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a variety of program structures.

Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Neil Bonneson Bruce is a financial advisor with LPL Financial based in White Bear Lake, MN. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Associated Investment Services, Inc., CUNA Brokerage Services, Inc., CUNA Mutual Group, Dougherty & Company LLC, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with various investment strategies, supported by extensive operational and research tools.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Christopher Sieg is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party managers and model portfolios, supported by a large network of advisors and extensive operational resources.

Gregory Schraufnagel is a financial advisor with Thrivent Investment Management in Blaine, MN, holding a Series 66 designation and 11 years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2015. Outside of his advisory role, he is involved as contract labor representing manufacturers of industrial hose products and is a co-owner of Schraufnagel Bros. LLC, which manages family-owned wooded land. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning engagements on a one-time or ongoing basis with a separation between planning and managed-account programs.

Daniel Grassman is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Blaine, MN since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, with a focus on Ameriprise-managed accounts and algorithmic automation in its planning process.

Benjamin Wedell is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses. He has 34 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is involved in agricultural product ownership and operates as a health insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, and estate matters. The firm’s approach combines goal-based analyses and planning with managed-account programs, while maintaining a separation between planning services and portfolio management.

Kenneth Maahs is a financial advisor with Osaic Wealth, holding a Series 63 designation and over 30 years of industry experience. Prior to joining Osaic in 2023, he spent 14 years at Sagepoint Financial, Inc., and concurrently has been involved with Lakeland Mortgage Corporation since 2002. Outside of his advisory role, he is president of Ken Maahs and Associates, Inc., an independent insurance sales and investment firm. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires, efficient frontier analysis, and rebalancing.