Michael O Loughlin is a Series 66 licensed advisor at Thrivent Investment Management with one year of industry experience. Before joining Thrivent, he held roles at Procter & Gamble, AT&T, Biokyowa, and Cape County Private Ambulance. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and comprehensive planning on various financial topics without discretionary trading authority.

Cassie Smith Challacombe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of her advisory role, she has a non-investment related business involving rental property ownership with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julie Klimp is a financial advisor with UBS Financial Services, holding a Series 66 designation and 10 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for six years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Casement is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 1998. He holds Series 63 and Series 66 credentials. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kenneth Loehlein is a financial advisor with OSAIC in Burnsville, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. for 14 years. Outside of his advisory role, he owns a rental property in Florida that is managed locally. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services with access to third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Grant Melquist is a financial advisor with Ameriprise in Blaine, MN, holding a Series 66 designation and 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is involved in retail sales as a proprietor alongside his wife. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver non-discretionary, algorithm-supported recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Sanjukta Chaudhuri is a financial advisor at Wells Fargo Clearing with the ChFC® designation and Series 66 license, bringing four years of industry experience. Her prior roles include positions at Fidelity Investments, Ameriprise, TD Ameritrade, and Highland Partners. Before entering the financial sector, she worked at the Minnesota Department of Employment and Economic Development and the University of Wisconsin Eau Claire. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eva Stukenberg is a financial advisor with Thrivent Investment Management who holds a Series 66 designation and has 12 years of industry experience. She has been with Thrivent and its affiliated entities since 2014. Outside of her advisory role, she serves as Secretary and Treasurer on the Board of Directors for the Riverwood Place Business Condominium Association in Mendota Heights, MN. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Gavin Craig is a financial advisor with Ameriprise in Roseville, MN, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with Ameriprise and its affiliates since 1995. He is co-owner of GMW Management LLC and owner of Gavin Craig LLC, both involved in managing his Ameriprise business outside of trading hours. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning based on comprehensive investment research and ongoing advice.

Lee Amiot is a financial advisor with Ameriprise in Edina, MN, holding a Series 63 designation and 13 years of industry experience. Amiot has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hannah Hofmeister is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she partners with Financial Consultants and their clients to build and maintain financial plans aligned with their goals. She focuses on understanding each person's unique background and needs to assist in co-creating confident strategies. Prior to her current role, Hannah served as a Relationship Manager at Fidelity Investments in 2023 and as a Financial Representative at the same company from 2022 to 2023. These roles have contributed to her experience in financial planning and client relationship management.

Cody Skarning is a financial advisor with Ameriprise, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he co-owns a business with his spouse, who is an actress and independent contractor. Ameriprise Financial Services is a diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Benjamin Bremer is a financial advisor with Wells Fargo Clearing in Minneapolis, MN. He holds Series 65 and Series 63 licenses and has six years of industry experience. Bremer has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, NA since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jack Buckley is a financial advisor with LPL Financial in Lake Elmo, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with various portfolio management strategies.

Jennifer Dixon is a financial advisor with Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has 10 years of industry experience. Her prior work includes roles at Prudential Insurance Company of America, LPL Enterprise, and Hornor Townsend & Kent Inc. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm provides holistic, goal-based financial planning without discretionary trading authority and combines planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stacy Filkins is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Ameriprise and its related entities since 2010. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to address asset allocation and withdrawal strategies within a structured investment universe.

Tanner Haessly is a financial advisor with Thrivent Investment Management in Golden Valley, MN. He holds Series 65 and Series 63 credentials and has five years of industry experience. His prior work includes roles at Ameriprise and Mutual of Omaha Investor Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations across various planning topics. The firm allows clients to combine planning with managed-account programs under the WealthPlan billing option while keeping these services separate.

Devon Lumbar is a financial advisor at Ameriprise in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he held various roles in the retail and service sectors. Outside of advising, Lumbar co-owns Northernlighstea, a retail tea business, and operates a small hot dog stand serving local events. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Teresa Mattson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2006. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of investment strategies from traditional to complex approaches.

Matthew Chew is a financial advisor at Thrivent Investment Management in Lake Elmo, MN. He holds Series 63 and Series 65 licenses and joined Thrivent in 2026. Prior to his current role, his background includes various positions outside the financial industry as well as completing his education at the University of Northwestern St. Paul. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm focuses on holistic, goal-based analyses and offers planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under separate service arrangements.