Stephon Williams is Vice President and Financial Consultant. He works with individuals and families to develop personalized financial strategies aligned with their goals. His approach emphasizes education and fostering understanding to help clients make informed decisions. Stephon has experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2021 to 2026, and as a Financial Advisor at Thrivent Financial from 2020 to 2022. He holds a California Insurance License.

Rebecca Devine is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds the Series 66 designation and has worked at Thrivent in various capacities since 2019. Prior to joining Thrivent, she spent 18 years at CBRE. 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 that covers a wide range of topics, while keeping planning and managed-account services distinct.

Shawna Hurst is a financial advisor with Robert W. Baird & Co. in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously spent nine years with Raymond James & Associates. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Corey Hawe is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Prior to his financial services career, he worked at Kwik Trip Inc and Panera Bread and also attended the University of Wisconsin-River Falls. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed account services under a consolidated billing option.

Jacob Mischke is a financial advisor with LPL Financial in Eagan, MN, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Cetera, Voya Financial Advisors, and ownership of Versattach LLC. Mischke is also involved with Mischke Financial Group, LLC, an entity related to his advisory business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a wide range of financial products and support tools for its network of over 22,800 advisors.

Kevin Monn is a financial advisor with RBC Capital Markets in St. Paul, MN. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Monn has worked with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s risk profile, utilizing a combination of in-house and third-party managers.

Cheri Jewison is a financial advisor with Ameriprise in Golden Valley, MN, holding a Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephanie Stuart is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2019. Outside of her advisory role, she is a business owner involved with Morrissey, Inc., where she serves part-time as a safety coordinator. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Richard Gilbert is a CFP® with 29 years of experience in the financial industry. He is currently a financial advisor at Morgan Stanley and previously worked at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Christian Ahlgren Williams is a CFP® professional with 14 years of industry experience. He is currently affiliated with Cetera and has prior experience at Allianz Life Insurance Company and related entities. Outside of his advisory role, he serves as an administrative assistant for Human Capital Advantage and holds a notary position. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing for diverse investment strategies and program structures.

Brian Van Dyke is a financial advisor with Thrivent Investment Management in Burnsville, MN. He holds a Series 66 designation and has prior experience spanning 23 years at Travelers Insurance and three years as a self-employed professional before joining Thrivent in 2026. 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, holistic planning that covers a broad range of topics and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Melissa Schneider is a CFP® and holds a Series 66 license with four years of industry experience. She has been with Edward Jones since 2022 and previously worked at Target Corporation for ten years. Outside of her advisory role, she owns and operates an internet sales business focused on purchasing and reselling products through platforms like Amazon and eBay. 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 provides a range of investment advisory programs, supported by a large network of financial advisors and branch offices nationwide.

Robert Ray is a financial advisor at Ameriprise in Minneapolis, MN, holding CFP®, ChFC®, and Series 63 credentials with 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in several business ventures including ownership in lawn and garden equipment and storage products, as well as short-term vacation rentals. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Skraba is a financial advisor with Equitable Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as AXA Advisors. Skraba also operates Falcon Financial Group LLC as an outside business activity. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Jason Medin is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliated entities since 1997. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily focusing on assets managed within Ameriprise accounts.

Landon Vath is a financial advisor with Cetera in Edina, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His career includes over three decades at Foresters Financial Services before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients across wealth levels, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party model portfolios.

Michael Rebischke is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Voya Financial Advisors, Inc. for five years before joining LPL Financial in 2021. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across varying asset allocation approaches.

Jeremy Moe is a financial advisor with Thrivent Investment Management in Eagan, MN, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, income tax, estate, and business continuation. The firm combines goal-based analyses and a managed-account program while maintaining separate planning and portfolio management services.

Rajendra Joshi is a financial advisor with Charles Schwab in Edina, MN, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 2002 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Robert Christman is a financial advisor with Ameriprise in Minnetonka, MN, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company, RBC Capital Markets, U.S. Bancorp Investments, TD Ameritrade, and Wells Fargo. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.