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.

Steven Bullert is a CFP® professional with 30 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and Securities America, Inc. for nine years. In addition to his advisory work, he provides seasonal tax preparation services and offers life insurance, long-term care insurance, and fixed annuities through First Resource Group. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated financial advisers and provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports both discretionary and non-discretionary accounts, offering a variety of investment options and third-party managed-account solutions.

Kenneth Maahs is a financial advisor with OSAIC who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been involved with Lakeland Mortgage Corporation since 2002. In addition to his advisory work, he operates KEN MAAHS AND ASSOCIATES, INC, a corporation focused on independent insurance sales and investments. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with multiple investment platforms, employing asset-allocation tools and risk assessments to construct portfolios managed on discretionary or non-discretionary bases.

Michael Goehner is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Stephen Lewis is a financial advisor with Cetera holding a Series 66 credential and 12 years of industry experience. He has been associated with Cetera in various capacities since 2020 and operates multiple financial services entities. Outside of finance, he is involved in music performance and education through his ownership of Stephen Wayne Enterprises, LLC, and serves as a church council member at the Lutheran Church of the Resurrection. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that allows advisors to implement various model portfolios and bespoke strategies.

Karif Roberts is a financial advisor with Edward Jones in Blaine, MN, holding CFP® and Series 66 credentials and 16 years of industry experience. He has been with Edward Jones since 2009. Roberts was a minority shareholder in BEVPOST LLC, a company involved in marketing product discounts, during its early stages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andrew Fish is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds the Series 66 designation. Outside of his advisory role, he manages rental property as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 advisors.

William Bartlett is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Blaine, MN. He has three years of industry experience and has worked previously at Renaissance Financial and Cetera Advisor Network LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Aaron Lindeman is a financial advisor with Wells Fargo Clearing in Columbus, MN, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Lindeman has been affiliated with Wells Fargo Bank NA since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment management, with a broader range of financial product offerings than typical for large institutional advisers.

Nathaniel Loge is a financial advisor at Edward Jones in Blaine, MN, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously owned an Amazon sales business called Road Trip. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of advisors and branches.

Jacob Murphy is a CFP® professional with six years of industry experience, currently serving as a financial advisor at OSAIC since 2026. Prior to joining OSAIC, he worked at Northwestern Mutual in various roles from 2020 to 2026 and held positions at Tennant Company and Tenere Inc earlier in his career. OSAIC serves a diverse range of retail and institutional clients through a large network of advisors and platforms, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing to serve individual, corporate, and charitable investors.

Charles Limberis is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2004. Outside of advising, he manages leasing and tax preparation activities for investment-related entities. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Joan Brestel is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. She has worked at LPL Financial since 2022 and also serves with Cuna Brokerage Services Inc and Trustone Financial Credit Union, both since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Ryan Johnson is a financial advisor at Ameriprise with five years of industry experience and holds the Series 66 designation. His prior roles include positions at Your Legacy Partners and Prudential Financial. Outside of finance, he has experience working in local government and at Minnesota State University, Mankato. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Abigail Fettinger is a financial advisor with Mass Mutual Investors Services in White Bear Lake, MN. She holds a Series 66 designation and has one year of industry experience. Her prior roles include positions at Northwestern Mutual Investment Management and M Health Fairview. Outside of finance, she has worked in education and at a golf course. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships using firm-approved analytical tools.

Tedra Scott is a Series 66 licensed financial advisor with 12 years of industry experience, currently with Ameriprise since 2016. She previously worked at Raymond James & Associates before joining Ameriprise Financial Services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing annual guidance focused on income stability and tax-aware withdrawal strategies.

Nicholas Pariseau is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 18 years of industry experience. He has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2007. Outside of his advisory role, he is a co-owner of NPF Consulting, LLC, which provides coaching and goal-setting consulting for business owners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative, annual planning relationships.

Andrew Fraley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. He operates a DBA under the name Fraley Financial related to his advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement consulting with a variety of discretionary and non-discretionary management options.