Shane Fields is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model‑delivery strategies and separately managed account options. The firm emphasizes an operational model that curates third-party asset managers and uses a tiered wrap-fee structure.

Hannah Notebaart is a Series 66 licensed financial advisor with Edward Jones, based in Wyoming, MN. She has one year of industry experience and has worked at Edward Jones since 2023. Her background includes roles in home care and food service, as well as academic experience at Hamline University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and nonprofits. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Jacob Fuller is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. The firm serves more than four million individual and institutional clients with a range of wealth management services. Edward Jones manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, supported by a large network of advisors and branch offices across the United States.

Alexandra Mc Quade is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and eight years of industry experience. She previously worked at Wells Fargo Bank N.A. for eleven years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Keith Lantta is a financial advisor with Edward Jones in Isanti, MN, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for 25 years at Sysco Minnesota. Outside of his advisory role, he is involved in managing an agricultural rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Luke Turnquist is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial and Wells Fargo. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm allows clients to integrate planning with managed account services through a consolidated billing option while maintaining separate service structures.

Jacob Chesla is a financial advisor at Edward Jones in Isanti, MN, holding a Series 66 designation with nine years of industry experience. He worked at Wells Fargo Home Mortgage from 2005 to 2017 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Christopher Sieg is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He has 29 years of industry experience, including roles at Prosperwell Financial since 2012 and Linsco Private Ledger since 2007. Sieg operates under the DBA Sieg Wealth Management. 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 financial planning and asset management solutions, including access to third-party managers and model portfolios, supported by a large network of advisors and extensive operational resources.

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.

Jace Roach is a financial advisor with Ameriprise in Coon Rapids, MN, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Ameriprise since 2019, with prior tenure at Walton Securities, Inc. and Triton Pacific Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and annual advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research and algorithmic tools, with recommendations delivered through a centralized team working alongside advisors.

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.

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.

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.

Aaron Lindeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Wells Fargo Bank NA since 2003 and Wells Fargo Advisors LLC from 2011 to 2016. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Casey Reif is a financial advisor with Edward Jones in Champlin, MN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he was self-employed through Skulldini LLC and has held positions at TE Connectivity and the University of Minnesota Duluth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

Brandon Dylan Apostol is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and various other companies across different sectors. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.