Katherine Monkman

Kevin Roberts is a CFP® and holds a Series 66 license with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Choice Financial, Red River Human Services, the University of Missouri, and Ameriprise Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Mack is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments, including pension plans and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of more than 23,700 financial advisors.

Bailee Larson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Bailee worked at DigiKey and has held positions in various other organizations including the American Legion and the University of North Dakota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jerod Kolden is a financial advisor with Edward Jones in Thief River Falls, MN, holding a Series 63 designation and over 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaylee St Germain is a financial advisor with Thrivent Investment Management in Thief River Falls, MN, holding a Series 66 designation and having 10 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Outside of her advisory role, she serves on the board of the Falls Under 40 Young Professional Network and coaches junior Olympic volleyball for local youth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers integrated planning and managed-account programs with periodic reviews delivered through a large network of financial advisors.

Patrick Thibert is a CFP® professional with 26 years of experience in the financial services industry. He has been with Edward Jones since 2001. Outside of his advisory role, he is president of the Lambda Chi Alpha House Corporation and is involved in establishing a recreational vehicle parts business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.