John Allen Mueller

Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.

David Milbrath is a CFP® with 35 years of experience in the financial services industry. He has been with LPL Financial since 2017 and previously worked at Investment Centers Of America, Inc. for 26 years. Outside of advisory work, Milbrath is involved in agriculture, including raising feeder cattle, and holds roles in several business entities related to farming and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Milbrath is a financial advisor with LPL Financial in Springfield, MN, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and was affiliated with the Cleveland Indians from 2012 to 2019. Outside of his advisory role, he volunteers as a firefighter with the Springfield Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house and third-party research.

William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Maya Nelson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held positions at Schwartz Farms and Minnesota State University, Mankato. Outside of her advisory work, she has experience working at local community organizations including the Sleepy Eye Family Aquatic Center and St. Marys High School in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Lucas Heiderscheidt is a financial advisor at Edward Jones with a Series 66 designation and experience dating back to 2013. His prior roles include positions at Meyer Services Inc and SGS - USA, as well as involvement with the Brookings Ice Skating Association and operating Heiderscheidt Digging. Heiderscheidt has been with Edward Jones since 2018, currently based in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.