Matthew Ask

Martin Radi is a financial advisor at Edward Jones with 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1992 and holds a Series 63 designation. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Janson is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds a Series 66 designation and has worked at Thrivent Financial since 2020. Prior to her current role, she had experience with Tastefully Simple and Mary Kay. Outside of advising, she is a co-owner of a residential rental property managed by her husband. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers goal-based, holistic planning covering various financial topics and allows clients to combine these services with managed accounts through a consolidated billing option.

Alan Lepp is a financial advisor at Edward Jones in Perham, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the United States Department of Agriculture for 14 years. Outside of his advisory work, he coaches youth hockey for a local team in Detroit Lakes, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Ronald Peterson Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James Financial Services, First National Bank of Omaha, LPL Financial, and Bremer Bank. Peterson is also an associate and financial advisor at First Investments and Planning. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Myron Roe is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked for Investment Centers Of America, Inc. for 19 years before joining LPL Financial in 2017. He serves as an endowment committee member for Calvary Lutheran Church and is the treasurer of the Perham Area Scholarship Fund. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, including model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Timothy Graff is a CFP® with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Perham, MN. Outside of his advisory role, he is involved in community activities including serving as a youth hockey coach, a board member of the Perham Rotary Foundation, and holding leadership roles in local investment partnerships and senior housing projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages over $1 trillion in assets and offers various discretionary and non-discretionary strategies, supported by a large nationwide advisor and branch network.