Jeffrey Eric O'donnell

Michelle Boyum is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Charles Schwab. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services through fee-based wrap programs, utilizing both proprietary and third-party managed strategies across various asset classes.

Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and bringing 19 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has operated Bluff Country Financial Services since 2007. Outside of her advisory work, she organizes Girl Scout meetings and coordinates cookie sales in Houston, Minnesota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Arne Beneke is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in a family farm business and serves on the board of St. John's Church Council. Ameriprise is a large institutional firm known for its retirement-income planning service designed for individuals nearing or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Melissa Niccum is a financial advisor with Ameriprise in Caledonia, MN, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2000. Outside of her advisory role, Niccum serves as President on the Board of Directors for the ISD 299 Foundation. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Patrick Forsyth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes 12 years at Avantax Advisory Services and extensive involvement with Avantax Insurance Agency. Outside of his advisory role, he holds several community positions including president of the Houston United Campaign, board director roles at Valley View Healthcare and a mutual insurance company, and manages accounting for local organizations. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary management across numerous custodial relationships.

Joseph Montgomery IV is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Royal Alliance and Focus Financial. He maintains an active CPA license. 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 across various topics with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”