Brian Thomsen is a financial advisor at Cetera with 29 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at VOYA Financial Advisors and Equitable of IA, and he has operated Thomsen Insurance & Investment Services since 2000. Outside of advisory work, Thomsen is an independent insurance agent and participates in local high school activities in Wheaton, MN. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers.

Mary Holtz is a financial advisor at Thrivent Investment Management in Wheaton, MN, with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Spartannash for 22 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping these services separate.

Shawn Longhenry is a Series 66-credentialed financial advisor with four years of industry experience, currently serving at Thrivent Investment Management. He previously worked for WCCO Belting for nine years. Outside of his advisory role, he is a member of the Grace Lutheran Board of Education, where he helps decide on educational materials and youth activities for Sunday school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm separates planning services from portfolio management and allows clients to combine planning with managed accounts under a consolidated billing option.