Shannon Brusseau is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Osaic in 2024, Brusseau spent a decade with Securities America Advisors and Securities America Inc, as well as three years at Fintegra, LLC. Outside of his advisory role, he is involved in local community activities, including serving on the New Prague Rotary Club board and assisting with fundraising efforts for the New Prague Arts Council’s Outdoor Performance Facility project. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Casey Fox is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Kestra Advisory Services, Kestra Investment Services, and Woodbury Financial Services. Fox is also involved with Manitou Advisors, LLC, a non-investment business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of advisory and brokerage services.

Jason Callin is a Branch Leader at Fidelity Investments, where he develops and leads a team of associates focused on helping clients create holistic financial plans tailored to their individual and family goals. He emphasizes co-creating solid and understandable plans to enable clients to enjoy a clear and confident retirement. Jason has been with Fidelity Investments since 2013, progressing through roles including Relationship Manager, Retirement Planner, and Workplace Financial Consultant before assuming his current leadership position in 2026. His experience spans various aspects of financial planning and client relationship management within the organization.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Faulkner is a financial advisor with Ameriprise in Mound, MN, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written Recommendation Reports through a centralized consulting team.

Kevin Sevlie is a CERTIFIED FINANCIAL PLANNER™ professional with 19 years of industry experience, currently with Ameriprise Financial Services. His prior roles include positions at Northwestern Mutual and Questar Asset Management. Outside of financial advising, he manages a hobby farm called Golden Pond Acres. 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 provides written recommendations and ongoing advice focused on income stability and tax-aware strategies.

Mackenzie Willemsen is a CFP® and ChFC® with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at Ameriprise and Thrivent Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics, with options to combine planning with managed-account services under a consolidated billing system.

Chad Reisner is a financial advisor with Thrivent Investment Management in Chaska, MN, holding a Series 66 credential and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2008. Outside of his advisory role, Reisner serves on the boards of St. John’s Lutheran Church and School, assisting with facility maintenance, and coaches girls’ basketball at Chanhassen High School. 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 across a range of topics, offering clients options to combine planning with managed accounts under a consolidated billing service called “WealthPlan.”

Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.

Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.