Scott Dornbusch is the sole advisor at Dornbusch Asset Management in Faribault, MN, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led Dornbusch Asset Management since 1997. Outside of advisory services, he recently sold an industrial pump distribution business. Dornbusch Asset Management provides fee-only investment advisory services to individual investors and small businesses, focusing on discretionary portfolio management primarily using stocks, bonds, mutual funds, and ETFs. The firm applies Modern Portfolio Theory with tailored allocations and incorporates both fundamental and technical analysis, including options strategies such as covered-call writing.

Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Tristan Cox is a Certified Financial Planner (CFP®) with 11 years of industry experience. He has been the sole advisor at Wealth Span Capital Management since 2016. Wealth Span Capital Management provides fee-based investment supervisory services, financial planning, and educational seminars to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical allocation strategy based on fundamental analysis, offering both discretionary and non-discretionary portfolio management with a focus on risk reduction and performance enhancement.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

Michael Palmquist is a financial advisor with First Heartland Consultants, Inc. in Dundas, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with First Heartland Capital Inc. since 2002. Outside of advisory work, he engages in reselling shoes through StockX and buying and selling internet domains. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Richard Falck III is a CFP® professional with 35 years of experience in the financial services industry. He has worked at First Heartland Capital, Inc. since 2002. In addition to his advisory role, he serves on the Board of Directors for Merchant's Bank and participates in its Northfield Advisory Board. First Heartland Consultants, Inc. provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Christian Lockner is a financial advisor with Edward Jones in Northfield, MN, holding the ChFC® designation and Series 66 license. He has 14 years of industry experience and has been with Edward Jones since 2011. Outside of his advisory role, he serves as president of the Cannon Heights Homeowners Association in Faribault, MN. 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 broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branches.

Joseph Klinkhammer is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cambridge in 2017, he worked for Hornor, Townsend & Kent, Inc. for 25 years and has been associated with Monarch Life Insurance Company since 1985. He also owns an independent insurance agency in Northfield, MN. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Benjamin Van Vooren is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent nine years with Presbyterian Homes & Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jason Linder is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously held roles at Securities America Advisors and VOYA Financial Advisors. Linder is also the owner of Linder & Associates, Inc., an insurance agency he has operated since 1990. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Glen Anderson is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Bankers Life Advisory Services, Bankers Life Securities, ProEquities, and Bankers Life. Anderson owns an insurance agency focused on Medicare plan sales. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to manage a wide range of investment products and offers various advisory, brokerage, and lending solutions.

Andrew Cavanaugh is a financial advisor at Ameriprise with a Series 66 credential and one year of experience. His recent work history includes roles at Advisors Management Group, Inc., and several educational and municipal positions prior to joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Zachary Klemer is a financial advisor at LPL Financial with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Thrivent Financial. He is based in Faribault, MN, and holds Series 63 and Series 65 credentials. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Tate Running is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he is involved in commercial property ownership through Running Property Group LLC. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Charles Postlewaite is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he held positions at Lakeview Bank, Leo's South, and West Metro Irrigation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Amber Meger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

John Murtha is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his role at Wells Fargo, he holds ownership interests in wealth management investment businesses and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning covering areas such as retirement, education, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and other niche needs.

Brent Peroutka is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Prior to joining OSAIC, he worked for Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, Peroutka is active in his community, serving as a board member and foundation chair of the Faribault Rotary Club and participating in several local nonprofit organizations including the Faribault Booster Club and the Faribault Area Public Schools Educational Trust Association. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services through a network of over 6,200 financial advisers. The firm serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering comprehensive wealth management solutions and utilizing advanced portfolio optimization tools.

Jacob Womeldorf is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brenda Rabbe is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. Prior to her current role, she taught private voice lessons for 20 years at Brenda's Voice Studio and served as president and founder of a nonprofit organization that distributes financial donations to other nonprofits. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across multiple planning areas. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate advisory services.

Sandra Flom is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2012. She also operates a CPA practice and owns Financial Solution MN LLC. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers a range of advisory services including financial planning, portfolio management, and retirement plan advisory, utilizing various account platforms and third-party strategists.

Joanne Corbin is a financial advisor with Wells Fargo Advisors in Owatonna, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked within various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Susan Skrivanie is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo affiliated firms since 2011. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business owners, sports and entertainment professionals, special-needs analysis, and divorce planning.

James Harding is a financial advisor with Edward Jones in Faribault, MN, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2018, he worked at Baker Tilly for five years. Outside of his advisory role, Harding officiates college basketball games as an independent contractor. 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 with a nationwide network of about 23,701 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jason Lavoi is a financial advisor with LPL Enterprise and holds a Series 66 credential. He has two years of industry experience, including prior roles at Thrivent Financial and Thrivent Investment Management Inc. Jason is also involved in a non-variable insurance agency based in Faribault, MN. LPL Enterprise provides advisory services through a broad network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

Seth Linder is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including prior roles at Securities America Advisors and Voya Financial Advisors. In addition to his advisory work, he owns and operates a retail store and serves as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse range of clients, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals and multiple account platforms.

Christopher Weber is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Cetera and its affiliated entities since 2002. Outside of his advisory role, Weber serves on the boards of the Northfield Youth Choir, St. Johns Lutheran Church of Northfield Foundation, and the Donald & Luella Zibell Family Foundation, and he is vice president and officer of Community Resource Bank. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad advisory platform.

Erik Nelson is a financial advisor at Edward Jones in Faribault, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he spent ten years at 3M. Outside of his advisory work, Nelson serves as an assistant coach for the U12 girls team at Northfield Soccer Club. 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 approximately 23,701 financial advisors and 15,121 branch offices.

Lance Wagner is a financial advisor with LPL Financial in Montgomery, MN, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger Corp.) since 1999. Outside of his advisory role, Wagner operates Fenceline Kennels, providing hunting and guiding services as well as training hunting dogs. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of portfolio management options, combining advisory operations with insurance and annuity product offerings.

David Chwalek is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at LPL Financial since 2021 and previously spent six years with VOYA Financial Advisors. Outside of his advisory work, he is involved with DC Fitness and works as a rideshare driver. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house research team.

Jamie Lexvold is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, Jamie worked in the food service industry and also worked as an independent contractor for a grocery delivery service. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Darien Vvenker is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 designation and four years of industry experience. Prior to joining Belpointe in 2022, he worked at Cambridge Investment Research and The Hartford. Outside of his advisory work, he is co-owner and bookkeeper of MN Soulstice Boutique LLC, a retail clothing business. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other advisors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of active, passive, tactical, and blended strategies tailored to client objectives and risk tolerance.

Charlie Host is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2024, he worked at RBC Capital Markets Corporation for 16 years. Outside of his advisory role, he serves as a television game analyst for select University of Denver home hockey games. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, with a notable focus on public finance and municipal advisory services.

Catherine Grinney is a financial advisor with Ameriprise in Faribault, MN, holding a Series 66 designation and 28 years of industry experience. She previously worked at Edward D. Jones & Co., L.P. for 23 years before joining Ameriprise in 2022. Grinney serves on the Investment Committee for the Faribault Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated companies.

Brenda Huot is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and with 10 years of industry experience. She has worked at Ameriprise since 2013 and at Adams Publishing Group since 2014. Outside of finance, she is a novelist and has signed a publishing contract with Koehler Books. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports.

Brian Panettiere is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jon Snodgrass is a CFP®-certified financial advisor with Edward Jones, based in Northfield, MN, where he has worked since 2003. He has 22 years of industry experience. Outside of his advisory work, Snodgrass is involved in commercial property management and real estate investment activities through several entities in Northfield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Sawyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Northfield, MN, where he has worked since 2011. He has 14 years of industry experience. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using various managed account platforms and third-party strategists.

Rex Running is a financial advisor with Ameriprise in Northfield, MN, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he serves on the Board of Directors for the Northfield Golf Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies to develop written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Albin Linder is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. He holds a Series 65 designation and has worked previously at Securities America Advisors and Voya Financial Advisors. Outside of his advisory role, he owns a retail store and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent professionals using various account platforms and investment strategies.

Mitchell Anderson is a financial advisor with OSAIC, holding a Series 63 designation and 16 years of industry experience. He previously worked at Woodbury Financial Services Inc for 15 years before joining OSAIC in 2024. In addition to his advisory role, Anderson is involved in independent insurance sales, assisting clients with life insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, offering a wide range of investment options and programs through a large network of advisors.

Thomas Klemer is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds.

Jennifer Becker is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She has been with Thrivent and its related entities since 2007. Outside of her advisory role, she serves on the Board of Directors for Camp Omega, a Lutheran summer camp, where she is involved in committee work related to camp development and fundraising. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority or institutional portfolio management.

Jessica Irwin is a financial advisor with Edward Jones in Northfield, MN, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2011, including her current tenure starting in 2022. Outside of her advisory role, she has experience with the Defeat of Jesse James Days Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Gregory Lee is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory work, he serves as vice president on the Board of Directors for the Faribault Country Club, a volunteer position. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Melisa Medeiros Swim is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Burnsville High School Softball Booster Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Reher is a financial advisor with Ameriprise Financial Services, Inc. in Lakeville, MN, holding a Series 66 designation and with 22 years of industry experience. He has been with Ameriprise since 2003. Reher serves on the board of directors for Ruth's House, a nonprofit organization. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals with significant investable assets. Its approach includes detailed retirement income recommendations supported by proprietary research, modeling, and tax-efficiency analysis, with an emphasis on assets held in Ameriprise-managed accounts.