Sophia Pexa is a financial advisor at Thrivent Investment Management with three years of industry experience and a Series 66 designation. Her work history includes roles within Thrivent Financial, Starship LLC, and several other organizations across finance and education sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Matthew Bromelkamp is a financial advisor with Edward Jones in Apple Valley, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. 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 programs and investment strategies through a large nationwide network of financial advisors and branch offices.

Robert Petersen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for 11 years. Outside of his advisory role, Petersen owns a business entity unrelated to investment advisory and also works as an insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi‑billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Ian Sundberg is a financial advisor with Ameriprise in Inver Grove Heights, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at DoorDash and held academic positions at the University of Minnesota-Twin Cities, University of Minnesota-Duluth, and Hastings High School. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jessica Fields is a CFP®, ChFC®, and holds a Series 66 license with 13 years of experience in the financial industry, all with Edward Jones. Based in Apple Valley, MN, she has been with Edward Jones since 2013. Outside of her advisory role, she serves as a co-trustee of a family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karsten Augustin is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at firms including Ameriprise Financial Services and Minnesota Life Insurance Company. Augustin is also involved with North Star Resource Group, where he provides financial services on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various program options utilizing affiliated and third-party managers.

Michael Cassel is a financial advisor at Ameriprise in Lakeville, MN, with seven years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2017, following an 11-year tenure at the University of St. Thomas. Outside of advising, he owns a photography business. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income and tax strategies.

Brady Mundahl is a financial advisor with LPL Financial based in Apple Valley, MN. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at Wings Financial Credit Union and State Farm Bob Lawrence. Outside of finance, he works as a bartender at O'Malley's Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Emily Trautwein is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. She holds the Series 66 designation and previously worked for Thrivent Financial and Thrivent Investment Management for nine years. Outside of her advisory role, she is involved in agricultural business ventures and owns a financial services trade name, Trivas Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Abra Hovgaard is a CFP® professional with 21 years of industry experience, currently affiliated with Edward Jones since 2004. She teaches community education classes on various financial topics in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad network of advisors and offices, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products.

Jacob Perron is a Series 66-licensed financial advisor with Edward Jones in Eagan, MN, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kai Bertilrud is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Digi-Key Electronics and Delta Global Services. Bertilrud is based in Eagan, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

Rickey Sienkiewicz is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked with LPL Financial since 2018, after previously serving at SII Investments, Inc. and operating R Group Financial Marketing Inc. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Chase is a financial advisor at Fidelity with 21 years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Ameritrade and Ameriprise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, its advisory work with registered investment companies, and its use of algorithmic methods and AI in portfolio management.

Joseph Dolan is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Ameriprise since 2017 and has a background that includes a role as a lancer at the Minnesota Zoo. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Steven Lorenz is a financial advisor with LPL Financial in Apple Valley, MN, holding CFP® and ChFC® designations and over 41 years of industry experience. His prior work includes roles at National Planning Corporation and Discovery Financial Centers, Inc. He serves as Treasurer for the Lakeville Area Chamber Foundation. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad spectrum of financial activities.

Jordan Swanson is a financial advisor with LPL Financial in Apple Valley, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Wings Financial Credit Union from 2022 to 2025. He is also a commissioned notary in the state of Minnesota. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning and model portfolio programs, with advice provided primarily by investment adviser representatives who utilize various strategies and advisor-facing tools.

Elicasith You is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has a background that includes eighteen years at TEKsystems before joining Thrivent in 2023. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning and offers integrated planning and managed-account options while maintaining separate advisory services.

Samuel Pond is a Series 66–licensed advisor with Thrivent Investment Management and has three years of industry experience. Prior to his current role, he held engineering positions at firms including Eckersley O'Callaghan and Enclos. Outside of finance, he works as a facade engineer providing consulting services and also serves as an on-track riding coach for a motorcycle training school. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various areas without discretionary trading authority. The firm combines planning with managed-account programs through a consolidated billing option called “WealthPlan,” while maintaining separate service structures.

Lindsey Haefemeyer is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 66 registration with 12 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and concurrently with Wells Fargo Securities, LLC since 2013. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management options and develops proprietary model strategies under the Founders Gate Capital brand.