Lisa Berg

Timothy Johnson is a financial advisor at USAdvisors Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Osaic Wealth, Inc., Securities America, Inc., and Cetera Investment Advisers LLC. Outside of his advisory role, he serves on the Board of Directors for the Glenwood Lakes Area Chamber of Commerce and is involved in a family-owned holistic naturopathic wellness business. USAdvisors Wealth Management, LLC is an SEC-registered multi-advisor firm with 14 investment professionals managing approximately $488 million in discretionary client assets. The firm serves individuals, trusts, charitable organizations, and businesses, combining model portfolio strategies and fundamental security selection to align investments with client goals.

Dane Ankeny is a financial advisor with Thrivent Investment Management in Glenwood, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Ankeny serves as an assistant coach for a local youth wrestling team and holds leadership positions on several community boards, including Glenwood Waterama and Glenwood Rotary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. Their approach integrates planning with managed-account programs while maintaining separate services.

Dustin Christenson is a Series 66-licensed financial advisor with Edward Jones in Glenwood, MN, where he has worked since 2009, totaling 17 years of industry experience. Outside of his advisory role, he coaches a youth hockey team for 10- and 11-year-olds with the Fergus Falls Youth Hockey Association. Edward Jones is a full-service wealth management firm serving individuals, institutions, and charitable organizations with a broad range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.

William Ogdahl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining Cetera in 2025, he spent a decade at Avantax Investment Services and related entities. Outside of his advisory work, Ogdahl owns and operates Bull Market Bovines LLC, a cattle raising business, and serves as treasurer for the Glenwood Waterama Festival nonprofit organization. Cetera Investment Advisers serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by multiple program structures and a combination of retirement and institutional capabilities.

Jodi Meade is a Series 66 licensed financial advisor at Thrivent Investment Management with nine years of industry experience. She has been with Thrivent since 2017 and previously operated a Special Event Bridal Boutique for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.