Paul Bryan Zenke is a financial advisor at Kodiak Investment Management LLC with over 16 years at the firm and 20 years of industry experience. He holds a Series 66 designation. In addition to his advisory work, Zenke maintains an estate and elder law practice and serves as president of St. Johns Lutheran Church. He also teaches at the University of Phoenix. Kodiak Investment Management provides discretionary portfolio management and financial advisory services primarily to individual clients, using Modern Portfolio Theory and additional risk models to tailor tax-aware portfolios. The firm manages under $1 million in assets for a small client base and typically employs broad asset-class vehicles such as ETFs and pooled funds.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Seth Jackson is a CFP® and ChFC® credentialed financial advisor with 15 years of industry experience, currently practicing at Edward Jones since 2010. He is also a silent investor and co-owner of a landscaping services business in Merrifield, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Bailey McMahon is a financial advisor at Thrivent Investment Management with three years of industry experience. They hold Series 63 and Series 66 designations and have previously worked at Northwestern Mutual Wealth Management Company. 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 focused on various financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Lillie Pearo is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Ameriprise since 2016, initially with Ameriprise Financial Services, Inc., before joining the current entity in 2020. 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 retirement income recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Winters is a Series 66 licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has held roles at several firms, including Everest Financial Group, Securities America, and LPL Financial, before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering comprehensive written recommendations on a variety of financial planning topics. The firm’s approach combines holistic, goal-based analyses with modeling tools and an optional managed-account program under the “WealthPlan” consolidated billing option.

Dillon Larson is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Bremer Bank. Outside of his advisory role, Larson is the author of a children's book available on Amazon. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering both one-time and ongoing planning engagements that address a wide range of financial topics without including implementation of recommendations.

Ronald Bardine is a CFP® and ChFC® with 39 years of experience in financial services. He has worked at Raymond James Financial since 2009 and operates his own entity, Ronald J Bardine, Inc., since 2021. Outside of advisory work, he owns Cedar Brook Vineyard, where he grows grapes. He is affiliated with Raymond James Financial Services Advisors, Inc., which serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting, employing analytical tools to support client goals.

Joseph Zandlo is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 15 years with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He was also involved with University of Minnesota Athletics for 18 years. Outside of his advisory role, Mr. Zandlo owns Finding Who Consulting, where he provides personal coaching and leadership development, and he is the author of a book based on his doctoral dissertation about how people recreate purpose after retirement. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as collaborative, goal-focused relationships using firm-approved analytical tools.