Jason Moehring is a CFP® professional with 33 years of experience, currently serving at Thrivent Investment Management in Blaine, MN. He has been with Thrivent Financial for Lutherans and its affiliate since 2002. Outside of his advisory role, he participates in his church finance committee and will serve as treasurer for Our Saviour's Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers these services through a network of financial advisors and allows clients to integrate planning with managed accounts under a consolidated billing arrangement.

Daniel Bartel is a CFP® professional with 24 years of experience in financial advising, currently with Ameriprise in New Brighton, MN. He has been with Ameriprise and its affiliated entities since 2001. Outside of his advisory role, he is involved in business management and operations leadership through his partnership in the Bartel Manning Group and as president of GEM Operations, supporting the strategic and financial management of his Ameriprise practice. Ameriprise is a large institutional firm that offers a retirement-income planning service for clients nearing or in retirement, focusing on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and automated recommendations with advisor collaboration, primarily serving clients with substantial investable assets and Ameriprise-managed accounts.

Jaiden Nelson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Jaiden worked at Wells Fargo Bank and has been involved with Jet's Pizza since 2014, where he contributes by preparing food and managing store operations on a part-time basis. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ross Frederickson is a financial advisor at Ameriprise in Eagan, MN, with 28 years of industry experience. He has been with Ameriprise since 2020 and previously worked for American Express Financial Advisors Inc. for 20 years. He holds the Series 63 designation. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, offering written Recommendation Reports that include income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Mark Brenna is a financial advisor at Robert Baird & Co. with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. Baird offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and use of artificial intelligence in client advice.

Spencer Anderson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Wilian Financial Group, Outback Steakhouse, and the University of Wisconsin-River Falls. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Heather O'connor is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2006 and joined Merrill in 2012. Heather's professional focus includes college education planning, corporate benefits, legacy planning, personal retirement planning, small business strategies, socially responsible and values-based investing, women and wealth, and retirement income. Heather grew up on a working dairy and crop farm in Braham, Minnesota. She earned Bachelor of Arts degrees in Anthropology and Criminal Justice along with a Certificate of Forensic Science from Hamline University in 2002. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Heather and her husband Patrick currently reside in Shoreview. She is a current member and former board member of Giving WoMN, a group that promotes women's leadership in philanthropy. She is also involved with Junior Achievement. In her spare time, Heather enjoys reading, walking her dog, cooking, spending time with her family, and traveling.

Garrett Freitag is a financial advisor at LPL Financial with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2017, following a 12-year tenure at National Planning Corporation. Outside of his advisory role, he serves as a health care agent for his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by a large network of investment adviser representatives.

Anders Ahlberg is a financial advisor with Fidelity Investments in Oakdale, MN, holding a Series 66 designation and two years of industry experience. His prior roles include operating Anders R. Ahlberg LLC for five years and working at Whelan Security for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor for multiple registered investment funds.

Derek Ready is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 63 designation and previously worked for Securities America Advisors and Securities America, Inc. from 2014 to 2024. Outside of his advisory role, he provides financial education presentations to local businesses and owns Wealth-Ready, LLC, a registered investment advisor focusing on financial planning and investment management. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Justin Costley is a financial advisor at Wells Fargo Clearing in Minneapolis, MN, with 23 years of experience in the industry. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Investments and U.S. Bancorp Investments. Outside of his advisory role, he coaches youth and high school softball in the Lakeville area. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Pinkerton is a financial advisor at Ameriprise in Minneapolis, MN, with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Ameriprise and Wells Fargo in various capacities throughout his career. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including tailored Recommendation Reports and ongoing tax-aware withdrawal strategies.

Scott Brunscheen is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Merrill, he held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, Brunscheen is also active as a contracted musician with multiple performing arts organizations including Haymarket Opera and the Schubert Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Fares Saqfalhait is a financial advisor with Wells Fargo Clearing in Minneapolis, MN, holding a Series 66 credential and one year of industry experience. His background includes roles at Wells Fargo Bank, LPL Enterprise, and over a decade at Life Time. Outside of his advisory career, he is involved in Executive Fitness and Nutrition Coaching LLC. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jake Zabloudil Jr. is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across various financial planning topics without managing portfolios directly or holding discretionary trading authority.

Joshua Hunt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and BMO Bank. Outside of advising, he is employed as a personal trainer with FitMe Wellness and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures combining affiliated and third-party managers.

Sydney Jirak is a financial advisor at Ameriprise in Minneapolis, MN, holding Series 63 and Series 65 licenses with eight years of industry experience. Prior to joining Ameriprise, Sydney worked at MML Investors Services, MassMutual, and Posh Jesmer, among other roles. Outside of advising, Sydney has been involved with Scannell LLC in a registered staff capacity. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Timothy Jirak is a CFP® and ChFC® with 30 years of industry experience, currently serving at Ameriprise in Minnetonka, MN. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Garrett Quady is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He has recently transitioned to the financial industry, joining UBS in 2025 after diverse work experience including roles at Black Bird Limo and Three Rivers Park District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.

John Haerle is a financial advisor with RBC Capital Markets in Minneapolis, MN, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with RBC Dain Rauscher since 2008. Outside of his advisory role, he works as an independent contractor consultant promoting nutritional products. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.