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.

Vernon Syverson is a financial advisor at Primerica Advisors with 29 years of industry experience. He holds the Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kurt Sharp is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Sharp serves on the board of directors for Trinity Lutheran Church Council as treasurer. 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 focuses on dependable income sources and tax-aware withdrawal strategies.

Theresa Ferrise is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 16 years of industry experience. She has previously worked at Waddell & Reed, Inc., Thrivent Investment Management, and THRIVENT Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategies and tools to support its network of over 22,800 advisors.

Matthew Kleffman is a financial advisor with Edward Jones in Savage, MN, holding CFP® and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

David Hoppe is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2008, including roles at Charles Schwab Bank and Charles Schwab Premier Bank. Prior to Schwab, he worked for Ameriprise Advisor Services, Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combined advisory, brokerage, custody, and cash-sweep service model that integrates non-discretionary client relationships with access to discretionary separately managed accounts.

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.

Charles Leaf is a financial advisor at Edward Jones in Minneapolis, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Engage Research and Life Time Inc., and has a background that includes full-time studies and work at Fieldwork Minneapolis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Mohammed Darwish is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Spire Credit Union and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Kenneth Brown is a financial advisor with Raymond James Financial in Bloomington, MN, holding a Series 63 designation and 45 years of industry experience. His career includes roles at McNellis, Brown & Asato, Inc., Newman Financial Long Term Care, and Park Avenue United Methodist Church. Outside of his advisory work, he is the CEO of K. L. Brown & Associates, Ltd., a Minnesota corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical and risk-profiling tools and supports municipal and public finance clients through its affiliation with a municipal advisor.

Michael Shinnick is a CFP® professional with 27 years of experience in the financial industry. He has been with Charles Schwab since 1999 and has served at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and provides integrated brokerage, custody, and advisory services.

Jacob Pleschourt is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. His prior experience includes roles with Waddell & Reed, various insurance carriers, and local organizations such as the Lakeville South Baseball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory services and platforms, combining model portfolios, third-party asset management, and institutional solutions.

Brett Kasak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He worked at U.S. Bancorp Investments, Inc. for 23 years prior to joining LPL Financial in 2022. Outside of his advisory work, he is involved in a family business selling cards. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Karen Groves is a financial advisor with Thrivent Investment Management in Burnsville, MN. She holds the Series 66 designation and has 19 years of industry experience, all with Thrivent since 2007. 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 on a range of financial issues, delivering written recommendations without portfolio management or discretionary trading authority.

Jason Sisam is a financial advisor with Edward Jones in Hopkins, MN, holding the Series 66 designation and having four years of industry experience. Prior to joining Edward Jones, he spent two years at Christian Family Church and fourteen years at Life Church of Eden Prairie. Outside of financial advising, he coaches writers and authors on how to publish their books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sharon Olson is a CFP® professional with 43 years of industry experience, currently serving at LPL Financial since 2000. She holds a Series 63 license and operates out of Bloomington, MN. Outside of her advisory role, Olson is involved in fixed insurance sales through Olson Wealth Group. 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, supported by advanced operational and research tools.

John Quigley is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2012. His prior experience includes roles at Financial Dimensions Group, Inc. and John Hancock Mutual Life Insurance Co. Quigley serves as president of the Therese Foundation, a family nonprofit that reviews grant requests from various organizations. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and a range of managed account programs supported by a complex affiliate network.

Anthony Myren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Charles Schwab and its affiliated entities since 2017, as well as a brief tenure at Quality Companies, LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and operational infrastructure.

Warner Young is a financial advisor at UBS Financial Services in Bloomington, MN, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience in various roles including managing a sports bar and grill, and involvement with hockey development camps. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.