Aslam Mukhtiar is a Series 65-licensed financial advisor at Alphacopia with four years of industry experience. He has previously worked at U.S. Bank for eight years before joining Alphacopia Investments LLC, where he has been since 2021. Alphacopia serves individual investors, banks, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, wealth planning, and investment consulting. The firm employs a tactical allocation strategy utilizing fundamental and technical analysis across various instruments and manages both separately managed accounts and pooled vehicles, including hedge-fund style investments.

Bryan Pattee is a financial advisor with AlphaCopia, holding a Series 65 designation and four years of industry experience. His prior work includes roles at US Bank and Siol Wealth Advisors, LLC. Bryan is currently associated with Alphacopia Investments LLC, where he has been involved since 2021. AlphaCopia serves individual investors, banks, trusts, estates, charitable organizations, and other business entities, offering discretionary portfolio management, wealth planning, investment consulting, and sub-advisory services. The firm employs a tactical allocation strategy, incorporating fundamental and technical analysis across various instruments, including options and futures, and manages both separately managed accounts and pooled vehicles.

Rachael Van Gorkom is a financial advisor at BlueStem Wealth Partners, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Ameriprise Financial Services, LLC and Riverside Church. BlueStem Wealth Partners provides personalized financial planning and investment advisory services to individuals, families, family offices, trusts, private foundations, and qualified retirement plans. The firm uses fundamental analysis to build long-term portfolios tailored to clients’ financial situations, tax considerations, and risk tolerance, offering both discretionary and non-discretionary management.

Ryan Sheets is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His career includes over a decade with various Transamerica entities. Outside of his advisory role, he is an owner of a storage shed business near Lake Traverse, Minnesota. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed with Morningstar Investment Management.

Jessica Erickson is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial since 2021. Her prior experience includes roles in property management and credit union services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Paul White is a financial advisor with Thrivent Investment Management in Litchfield, MN, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 24 years with Thrivent Investment Management and Thrivent Financial for Lutherans. Outside of his advisory role, he owns White's Pure Honey, a local honey production business, and holds a passive ownership stake in Island Pine Golf Course in Atwater, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

James Ellingson is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved as a sports and fitness coach and serves on the boards of two nonprofit organizations in Litchfield, MN. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, and institutional entities through a network of investment adviser representatives. The firm’s investment approach emphasizes model-driven portfolios and access to third-party asset managers, with additional services including financial planning, insurance product sales, and affiliated trust and lending services.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jack Magrum is a Series 66 licensed financial advisor with LPL Financial, based in Annandale, MN, and has two years of industry experience. His prior roles include work at Lake Central Bank and Enterprise Rent-A-Car. He also has a background spanning education and retail, including ten years at local schools and four years at O'Brothers Wine & Spirits. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Luke Gagnon is a Series 66-licensed financial advisor with Ameriprise in Annandale, MN, bringing 19 years of industry experience. He has been with Ameriprise since 2007. Outside of his advisory role, Gagnon coaches football at a local school. 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 detailed retirement income planning and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mary Stang is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise since 2012, including six years at the current firm location in Annandale, MN. 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 tailored retirement income planning, combining proprietary investment research and third-party data to guide asset allocation, withdrawal strategies, and Social Security options.

Don Guggemos Jr. is a CFP®-designated financial advisor with Ameriprise, based in Winsted, MN, and has 28 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several local boards, including the Priests' Pension Plan Board of Trustees and the Winsted Area Chamber of Commerce, and is involved in religious education and veterans' organizations. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and integrated portfolio analysis. The firm employs a centralized consulting team that combines research, modeling, and algorithmic tools to generate tailored retirement recommendations.

James Danner is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. He previously worked at VOYA Financial Advisors, Inc. and Questar Asset Management, Inc. Outside of his advisory role, he is involved with the Prideaux Group as a non-variable insurance agent. 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 financial planning and investment management services, utilizing both model portfolios and customized strategies across various asset classes.

Nicholas Loehlein is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Securities America Advisors and Securities America Inc. since 2014. He also holds a life insurance sales position involving fixed and indexed annuities as well as fixed and universal life insurance. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports multiple investment programs and a complex affiliate network across broker-dealer, asset management, insurance, and trust services.

Joel Hillmann is a financial advisor with Thrivent Investment Management in Cokato, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, allowing clients to combine planning with managed accounts while keeping these services separate.

John Volden Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2020. Prior to that, he spent six years at Cetera and has been associated with Lake Central Bank since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Kate Kilpela is a financial advisor at OSAIC with four years of industry experience. She holds a Series 66 designation and has worked at SagePoint Financial, Five Star Financial, and other firms prior to joining OSAIC. Kilpela also serves as a registered representative at Linder Financial Resources, where she leads client meetings and assists in trade processing. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive affiliate network.

Kyle Kalkbrenner is a financial advisor with Thrivent Investment Management in Litchfield, MN. He holds the Series 66 designation and has 13 years of industry experience. His prior work includes roles at Allstate Insurance Company and State Farm VP Management Corp. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing system while maintaining a focus on ongoing plan reviews and client engagement.

Steven Dengerud is a financial advisor with Edward Jones in Litchfield, MN, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 options, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joseph Berube Sr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he serves in the U.S. Army Reserves as a Lieutenant Colonel with responsibilities including operations, training, deployments, and emergency preparedness liaison work. Edward Jones is a full-service wealth management firm serving 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.

Samuel Kittock is a financial advisor with Ameriprise in Howard Lake, MN, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA, spanning four years. Before entering finance, he worked in management roles at Little Caesars and at North Dakota State University. 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 recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients near or in retirement.