Cassandra Marie Brashier

Cynthia Low is a financial advisor at Geneos Wealth Management, Inc. with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ever Bank and Center Financial, where she is also the owner. Outside of advising, she operates a gift basket business and is an independent fixed insurance agent and notary public. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing multiple analytic approaches and investment strategies tailored to client needs.

Todd Ehret is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has worked at Royal Fund Management since 2017. Prior to that, he was with USA Financial Securities Corporation and has operated Cornerstone Financial Resources, LLC since 2002, where he is involved in annuity and life insurance sales and conducts college planning workshops. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, and pension consulting services. The firm constructs portfolios tailored to client risk tolerance using various analytical approaches and investment strategies, and manages approximately $1.55 billion in assets with a team of 83 advisors.

Toby Hovelsrud is a financial advisor at Ameriprise in Austin, MN, holding a Series 66 designation with 17 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he volunteers with Spruce up Austin, contributing to local park maintenance. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as part of its institutional platform.

Kristine Jorgenson is a financial advisor at Edward Jones in Austin, MN, holding the ChFC® and Series 66 designations with 11 years of industry experience. She has been with Edward Jones since 2014 and also works as a sales representative for Avon, a role she has held since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Sheryl Nelson is a financial advisor at UBS Financial Services with 27 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Brianne Erickson is a financial advisor at Ameriprise with 21 years of industry experience. She holds the Series 66 designation and has been with Ameriprise since 2004. Erickson serves as the board chair of the Austin Area Arts Board and is co-owner of a real estate business and a management company related to her Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients with substantial investable assets, providing written, model-driven recommendations that integrate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team and emphasizes the use of its managed accounts in client portfolios.