Ryan Harvey is a CFP®-certified financial advisor with nine years of industry experience. He is the principal of Vision Financial Planning LLC, an independent firm he has led since 2023. In addition to his advisory role, Harvey maintains full-time employment as a financial planner at the Mayo Clinic. Vision Financial Planning provides discretionary portfolio management and integrated financial planning services primarily to high-net-worth individuals and households. The firm employs a combined investment approach using Modern Portfolio Theory, fundamental analysis, and tactical asset allocation, with a focus on a small, concentrated client base.

Samantha Thorn is a CFP® with nine years of experience in the financial industry. She is currently with Marks Group Wealth Management, Inc., where she has worked since 2019. Prior to that, she was with LPL Financial for two years and spent five years at Murphy Pohlad Asset Management LLC. Marks Group Wealth Management, Inc. provides financial planning, investment management, and wealth management services primarily to high-net-worth families and individuals, as well as private foundations, endowments, non-profit boards, and corporate retirement plans. The firm employs six actively managed strategies and combines fundamental and technical analysis to tailor portfolios to client objectives and risk tolerance.

Lauren Brown is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She is currently with Fiat Wealth Management, where she has worked since 2023. Her prior experience includes roles at 360 Financial, LPL Financial, and CONCOURSE FINANCIAL. Fiat Wealth Management is an advisory firm managing approximately $517 million in assets, serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios and discretionary management with a focus on tax-sensitive strategies and offers a range of financial planning, pension consulting, and estate-planning services.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Christopher Mckern is a financial advisor with Commonwealth Financial Network and holds a Series 63 designation. He has 26 years of industry experience, including roles at Northstar Financial Partners, LLC and Pratt Kutzke and Associates, LLC. Outside of advisory work, he is an enrolled agent providing tax advice and preparation services to farming and business clients through MFG, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a range of advisory programs and services. The firm acts as a platform provider delivering operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Easton Knoll is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining the financial industry, he worked in education at Kasson-Mantorville High School and Winona State University, and also has experience in a small business, Pat Bigelow Painting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing over $212 billion in client assets, offering a range of managed-account programs and access to third-party asset managers.

Jeffrey Lohmeyer is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for over three decades at the Mayo Clinic. Lohmeyer serves as a board member for Pine Island Area Home Services, a nonprofit providing senior care and community services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary portfolio management. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separation between planning and investment management.

Peter Helland is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing an investment-related business, DTK Enterprises. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors in delivering tailored retirement income recommendations.

Justin Nelson is a financial advisor with Thrivent Investment Management in Mantorville, MN, holding a Series 66 license and bringing seven years of industry experience. He previously worked at Rochester Ford and has been with Thrivent and its affiliates since 2018. Nelson serves on the board of the Cindy Glazier Outreach for Children Foundation, a nonprofit focused on supporting underprivileged children and families receiving medical treatment in the local community. 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 financial planning without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Kari Douglas Ehleringer is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and 25 years of industry experience. She has been with Ameriprise and its related entities since 2002. Ehleringer serves on the Board of Directors for the Breast Cancer Support Network in Rochester, MN. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations.

Michelle Gascoigne is a financial advisor at LPL Financial with 24 years of industry experience. She holds the Series 63 designation and has worked at firms including Cetera and Frandsen Bank & Trust. Outside of her advisory role, she is involved in retail nutrition through Isagenix. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, and supports advisors with research and technology tools.

Matthew Sather is a CFP® with five years of industry experience, currently working at Raymond James Financial Services Advisors, Inc. He previously worked at Rock Island Wealth Management and LPL Financial. Outside of his financial advisory role, he has been a freelance actor for over ten years, occasionally participating in professional theatre. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and utilizes advanced analytical tools to support client decision-making.

Randall Ehleringer is a CFP® and ChFC® with 39 years of industry experience, currently affiliated with Ameriprise Financial Services LLC since 1988. He has held continuous roles within Ameriprise entities since 1987. Outside of his advisory work, he serves on the board of directors for Wishes and More, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Staci Kaltenbach is a CFP®, ChFC®, and Series 66 registered financial advisor with Edward Jones in Byron, MN. She has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive nationwide advisor and branch network, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Joseph Blazek is a financial professional at Cetera with four years of industry experience. He holds a Series 66 credential and has previously worked with Securian Financial Services, Minnesota Life Insurance Co, and First Command Brokerage Services. Blazek also serves as the chapter president of a nonprofit organization called BNI. Cetera Investment Advisers LLC is an SEC-registered adviser that offers financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform providing access to a range of investment strategies and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Matthew Cano is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Fisher Investments in 2018. Cano serves on the board of directors for the Austin Area Chamber of Commerce. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional and high-net-worth individuals, utilizing a centralized investment process that combines quantitative and qualitative research to build globally diversified portfolios. The firm offers a range of services including sub-advisory and retirement plan solutions.