Christopher Muller is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 26 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2007. His credentials include Series 63 and Series 65 licenses. 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 financial planning across various topics and allows clients to integrate planning with managed-account programs while keeping these services separate.

Ann Kirchner is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management. She has been with Thrivent Financial and its investment management division since 2016, following a year at Financial Designs, Inc. Outside of her advisory role, Kirchner manages a rental property leased to family members. 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 covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Melvin Evans Jr is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, and Bankers Life in various capacities over more than a decade. Outside of his advisory work, he owns Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans to eligible beneficiaries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily uses model-driven portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products through affiliated entities.

Mitchell James is a Series 66-credentialed financial advisor with three years of industry experience, currently with Equitable Advisors in Minneapolis, MN. Prior to his advisory role, he has held various positions including at Class "A" Valet and Scotlynn USA Division Inc. Mitchell also works as a goalie coach for Devenir Goaltenders, an activity he has been involved with since 2017. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Blake Sandvold is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Inc. and Questar Asset Management. He serves on the board of the Wayzata Lake Effect Conservancy, where he chairs the fundraising committee. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party investment solutions.

Elle Miller is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Lucid Holdings, LLC for four years before joining UBS in 2020. Miller serves on the board of the Wayzata Rotary Club, a humanitarian service organization, where she holds the position of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Fred Lee is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding a Series 66 designation with 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Wells Fargo Clearing Services, J.P. Morgan Securities, Morgan Stanley, and Banc of America Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering detailed, goal-based planning across a broad range of financial topics without discretionary trading authority.

Taylor Bacchus is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held positions at Isaacson & Associates American Family and NorthStar Ford. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions and uses research and analytics to guide investment decisions.

Isaiah Walden is a financial advisor with Morgan Stanley in Bloomington, MN, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Rochester SACC, as well as employment at Ford Motor Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and proprietary planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate financial planning agreements.

Benjamin Kyes is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he co-owns Candid First Impressions, a photo digitization business, and owns Sycamore Trailers LLC, which rents trailers to the public. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in delivering its services, with an emphasis on assets held in Ameriprise-managed accounts.

Bryce Wergeland is a financial advisor with LPL Financial in Minneapolis, MN, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2010 and previously worked at NRP Advisors, Principal Financial Services, and Johnston Lemon Asset Management. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Harrison Weems is a financial advisor with Mass Mutual Investors Services in Minneapolis, MN. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2018, he worked at St Michael Car Care Center from 2016 to 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative annual planning engagements that utilize firm-approved analytical tools.

Charles Thauwald is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018 in various roles, including Financial Consultant and Investment Consultant. He holds the designation of CERTIFIED FINANCIAL PLANNER™ professional and is licensed in insurance in California. Prior to joining Fidelity, Charles worked as a Risk Advisory Consultant at Ernst & Young from 2016 to 2018. Charles specializes in helping individuals and families simplify their financial lives by providing personalized guidance and financial strategies focused on clients' goals and priorities. He works with clients on retirement preparation, wealth growth, and navigating life transitions, offering straightforward advice and collaborative planning to facilitate informed decisions. Outside of his professional work, Charles enjoys cooking and baking, spending time with family, fitness activities, exploring food, playing golf, and caring for his pets.

Michael Pieper is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several firms, including Securian Financial Services and Northwestern Mutual. Outside of advising, he coaches a hockey team for Osseo Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

James Grotz is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and 53 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and has also worked as a non-variable insurance agent since 1990. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Michael Roberts is a financial advisor at Thrivent Investment Management in Minneapolis, MN, with 11 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Ameriprise Financial Services, RBC Capital Markets, U.S. Bank, and U.S. Bancorp Investments. 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 across various financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kasey Hafenbrack is a financial advisor with Ameriprise in Saint Paul, MN, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Hafenbrack has been with Ameriprise and its related entities since 2010. Outside of advising, Hafenbrack serves as co-chief executive officer of Exeter Operational Support, LLC, overseeing office management functions, and volunteers as team treasurer for a local high school boys varsity soccer team. Ameriprise is a large institutional firm that offers retirement-income planning services designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement income recommendations, delivered through a centralized consulting team in partnership with advisors.

Roger Williams is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial since 2019. Outside of his advisory role, Williams serves as Vice Chair on the board of the Minnesota Boychoir, a nonprofit organization providing music education and performance opportunities for boys in the Twin Cities area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a variety of topics. The firm enables clients to combine planning with managed-account programs through its WealthPlan option while keeping the services separate.

Michael Erpenbach is a CFP® with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2021 and previously held roles at Willy Zimmerman, Waddell & Reed, Inc., and other firms. Erpenbach has also served on the St. John's University Alumni Board and the SJU Alumni Association. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jack Tousignant is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2023, previously serving as a Planning Consultant, Relationship Manager, and Financial Representative. Jack focuses on building trust and strong communication to foster relationships with clients. He aims to create personal connections by understanding what and who is most important to each client, setting the foundation for success. His approach involves educating and guiding clients through developing, implementing, and maintaining personalized financial plans, with regular reviews to work toward their financial goals. Outside of his professional work, Jack's personal interests include family activities, football, social events with friends, golf, skiing, and traveling.