Sarah Coffey is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked in education for over 17 years, including a role at Hopkins Public Schools. Outside of advising, she has coached educational transition programs and works as a restaurant server. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers an optional managed-account program combined with planning under a consolidated billing arrangement called WealthPlan.

Aaron Venasky is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding a Series 66 designation and possessing 17 years of industry experience. He has been with RBC Capital Markets since 2007. Outside of his advisory role, he serves as a scout and helps with roster construction for the Austin Bruins Hockey Club, a junior hockey team. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors and institutional clients. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles and using a combination of in-house and third-party investment managers.

Joanne Basile is a financial advisor with Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2002 to 2003. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients who meet certain net-worth thresholds.

Jonathan Halvorson is a CFP® with 20 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously worked for Securities America Advisors and Securities America Inc. for a decade, and held a position at Raymond James Financial in 2011. Outside of his advisory role, he is president of JMark Financial LLC, an entity used for receiving advisory compensation and office rental purposes. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account programs through a multi-advisor platform.

Heather Foley is a financial advisor at Wells Fargo Advisors in Minneapolis, MN, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2010 to 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria, utilizing proprietary research and planning tools to develop customized recommendations.

Nicholas Kremer is a financial advisor at Fidelity with eight years of industry experience. He previously worked at Ameriprise Financial Services and Robert Half International. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Callie Wurst is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Advisory Services and MRK Financial Solutions. Her background also includes roles outside of financial advising. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Cody Cullen is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo for four years. Outside of his advisory role, Cullen teaches digital literacy to senior citizens through a nonprofit organization, Senior Community Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Connor Murphy is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation. He joined Merrill in 2026 after an 11-year tenure with South St. Paul Public Schools. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Raymond James Financial Services, Bremer Bank, and Wells Fargo Investments. Kaufman has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, incorporating an ESG eligibility framework and a range of derivatives and commodities capabilities.

Brett Koopman is a financial advisor with Thrivent Investment Management in Golden Valley, MN, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, he serves on the Board of Trustees for Mount Carmel Ministries and is a director and owner of a family farm corporation, Chedna, Ltd. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning addressing a wide range of topics, providing ongoing or one-time planning relationships without discretionary portfolio management for institutional clients.

David Follett is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2018. Outside of his advisory role, Follett is a partner in Triple Divide Investments, LLC, an entity focused on commercial real estate investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Mark Nevermann is a financial advisor with Edward Jones in Golden Valley, MN, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in managing rental properties through LLCs he established for tax and liability purposes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Groebner is a CFP® with 12 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with non-variable insurance activities through the Eugene Cohen Agency and Prudential-sponsored business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s model-driven investment approach incorporates portfolios from internal research and third-party strategists, while also offering financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Norman Gaskins is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 66 and Series 65 designations and has worked at several firms including Securian Financial Services and Quasar Distributor LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice, utilizing proprietary research and algorithmic tools.

Jodie Hall is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked at Ameriprise since 2015, including time with American Enterprise Investment Services Inc. Ameriprise Financial Services serves individual and institutional clients and offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Quinn is a financial advisor with Wells Fargo Advisors in Saint Paul, MN, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. His prior experience includes 13 years at Ameriprise Financial Services and several years at Wells Fargo Clearing before joining Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and tools to develop tailored recommendations.

Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Maxwell Darrington is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at the University of Wisconsin - Eau Claire and held various positions in retail and education. 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 analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Christopher Brehmer is a financial advisor at Merrill in Minneapolis, MN, holding a Series 66 designation with 11 years of industry experience. He has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.