Victoria Morgenthaler is a financial advisor at Thrivent Investment Management based in Minneapolis, MN. She holds the Series 66 designation and has been with Thrivent since 2025. Previously, she has had roles at Battle Creek Church and Oliveto. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority and combining planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Glenn Johnson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Wells Fargo Clearing since 2017 and Wells Fargo Bank since 2008. Outside of finance, he has worked as a contractor for food delivery services including DoorDash and Uber Eats. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Scott Stoneking is a financial advisor with Wells Fargo Clearing in Cottage Grove, MN, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Wells Fargo affiliates since 2013, including Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Gary Gabor Jr. is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Transamerica Life Insurance Company, and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Its advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisors.

Daniel Bennett is a financial advisor with Ameriprise in Minneapolis, MN, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He previously worked for Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2023. 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 sources and tax-aware withdrawal strategies.

Reese Prellwitz is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo Clearing, Reese held roles at Wells Fargo Advisors and Northwestern Mutual, as well as academic positions at Minnesota State University, Mankato, and St. Cloud State University. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute, providing both brokerage and advisory solutions.

Chansoknea Theng is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2024, they worked at the Royal Bank of Canada and U.S. Bancorp Investments, Inc. Theng has entrepreneurial experience as the owner of BZBar, a packaged food business, and served as Chief Recruiting Officer at ChefNote LLC, a software company focused on social media recipe influencers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Goenner is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He holds Series 63 and Series 65 credentials. His prior firms include BFC Planning, Securities Management & Research, and Proequities. Outside of financial advising, he serves as treasurer for both the Township of Clear Lake and the St. Marcus Cemetery Board in Minnesota. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a variety of investment implementation options through independent Financial Professionals, utilizing proprietary model strategies and access to unaffiliated strategists.

Christina Klug is a Certified Financial Planner (CFP®) with four years of industry experience, currently serving at Edward Jones since 2022. Her prior experience includes roles at Designed for Learning and EdTechTeam, among others. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies along with affiliated investment products.

Adam Jakes is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2016. Outside of his advisory role, he leads Paragon Operations, LLC, where he sets the direction and participates in board decisions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of investment research, third-party data, and algorithmic tools.

Brian Foote is a CFP® professional with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. He holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Nathaniel Willaert is a financial advisor with Ameriprise in Lake Elmo, MN, holding a Series 63 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Nicollet Buchmayer is a financial advisor at Ameriprise in Roseville, MN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to returning to Ameriprise in 2025, Buchmayer worked at American Enterprise Investment Services and Ameriprise Financial Services. Outside of advisory work, Buchmayer serves on the board of the Ramsey Square Condominiums Association and participates in online research activities unrelated to finance. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies.

Zachary Ancel is a financial advisor at Equitable Advisors in Minneapolis, MN, with four years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2021. Outside of advising, he is involved with The Bailey Group, a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage channels.

John Shrewsbury is a financial advisor with Merrill in Bloomington, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Merrill since 2018 and previously held roles at various Federated affiliates from 2015 to 2018. Outside of his advisory work, he is the owner of AEGOS Financial, an LLC established primarily to hold a solo 401(k) plan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nickolas Varani is a financial advisor at Wells Fargo Clearing with six years of industry experience and a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, Fisher Investments, Fidelity Investments, Ameriprise Financial Services, Bank of America, Merrill, and UnitedHealth Care. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Grant Mc Elroy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise, he worked at Bayerische Motoren Werke AG (BMW) and spent several years affiliated with Saint John's University and the College of Saint Benedict. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, access to model wealth portfolios, and a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Thomas Rossini is a financial advisor with Cetera based in Minneapolis, MN. He holds the Series 66 designation and has recently started his career in the industry. Outside of advising, he has experience working in various roles including positions in hospitality and education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Karen Oaster is a Series 63 licensed advisor with Primerica Advisors in Burnsville, MN, and has 35 years of industry experience. She has been with Primerica Advisors since 1990 and Primerica Financial Services since 1999. Outside of her advisory role, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Ryan Golden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of his financial career, he is a musician who performs with clarinets, flutes, and saxophones. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.