Luke Michael Erickson

Michael Huglen is a financial advisor at Edward Jones in Roseau, MN, holding a Series 66 designation with 20 years of industry experience, all with Edward Jones since 2006. 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 strategies, supported by a large network of advisors and branch offices nationwide.

Alexander Quinones is a financial advisor with Edward Jones in Roseau, MN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for JB Hunt Transportation Company for five years. Outside of his advisory role, Quinones serves as the head coach for the Roseau Youth Hockey Peewee team and volunteers as a firefighter with the Roseau Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions under a fiduciary standard. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and integrated wealth management services.

Brian Mcmillin is a CFP® professional at LPL Financial with nine years of industry experience. He previously worked at Investment Centers of America for one year before joining LPL Financial in 2017. Outside of his advisor role, he is involved with Number 9 Investments, Inc., a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through independent investment adviser representatives.

Scott Severson is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 22 years of industry experience. Prior to joining LPL Financial in 2017, he spent 13 years with Investment Centers of America, Inc. He is also the owner of Borderland Investments, Inc., a business entity used for tax and investment purposes, and conducts a life insurance and fixed annuity business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategies and operational tools.

Katelyn Stauffenecker is a financial advisor with Ameriprise in Greenbush, MN. She holds a Series 66 designation and has experience in financial services dating back to 2017, including seven years at Sally Wolff State Farm. Prior to her advisory career, she worked at Lincoln High School for four years. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized, non-discretionary advice, primarily for clients with assets in Ameriprise-managed accounts.

Mark Presteng is a CFP® and ChFC® with 22 years of experience in financial advising, currently with Ameriprise Financial Services since 2018. He has been with Ameriprise and its predecessor entities since 2003. Outside of his advisory role, he serves on the Board of Directors for the Association of Free Lutheran Congregations and is involved in tax preparation through Heritage Tax Solutions LLC. Ameriprise Financial specializes in retirement-income planning for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily through its centralized retirement-income consulting team.