Jesse Eiynck is a CFP® professional with 25 years of industry experience, currently operating as the sole advisor at Bluprint Financial, LLC in Red Wing, MN. His prior experience includes roles at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory work, he is a limited partner in a technology company and maintains a separate insurance sales practice. Bluprint Financial provides comprehensive wealth management services to individual investors and qualified retirement plan sponsors, including discretionary investment management, financial planning, insurance advice, and estate and education planning. The firm offers tailored advice based on client goals and risk tolerance, coordinates with other professionals, and provides specialized fiduciary services and educational seminars.

Abbey Spoo is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at 808 Investments. Prior to founding 808 Investments in 2024, Abbey worked at Marquette Asset Management for eight years and Allodium Investment Consultants for one year. 808 Investments is a fee-only investment adviser providing discretionary wealth management and comprehensive financial planning services to individuals, including high-net-worth clients. The firm utilizes a written Investment Policy Statement and combines active and passive portfolio strategies with an emphasis on asset allocation and tax efficiency.

John Erickson is a financial advisor with JSE Wealth Management LLC in Wayzata, MN, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously worked at Aegis Investment Management, LLC and managed self-directed family investments. Outside of advisory work, he serves as trustee for two family trusts and is licensed to offer insurance products. JSE Wealth Management provides discretionary investment management and integrated financial planning primarily to individual and business clients. The firm focuses on active allocation across exchange-traded funds, equities, and fixed income instruments, managing approximately $3.0 million with ongoing portfolio monitoring and rebalancing based on written investment policy statements.

At Couloir Wealth, we work with veterinarians who want less stress and more clarity around their finances. Whether you’re dealing with burnout, business decisions, or just trying to make space for life outside the clinic, we’re here to help you feel more in control. Our founder lives on a working ranch of cattle and horses, and has spent a lifetime surrounded by animals—and great respect for the people who care for them—this is at the heart of everything we do. That connection is what drives our mission: to support your financial wellbeing with the same compassion you bring to your work every day. With decades of financial and investment experience and a fee-only, fiduciary approach, we’ll help you build a financial life that feels stable, supported, and aligned with your values. We’re based in Minnesota, but we meet with veterinarians all over the country—virtually, wherever you are. Let’s talk about what matters to you. Schedule a Discovery Call today.

Nathan Ostertag is a financial advisor at Aegis Investment Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Ameriprise Financial Services and TIAA-CREF. Ostertag is also a licensed insurance agent. Aegis Investment Management provides investment management, consulting, and financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and nonprofit organizations. The firm employs a range of investment strategies including fundamental and economic analysis, managing portfolios across various asset classes on a discretionary basis.

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked with firms including Ascension Bay Investments, LLC and River City Assets. Outside of financial advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs a range of investment strategies tailored through documented Investment Policy Statements.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Excel Financial, he worked at Optum from 2016 to 2021. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management as well as financial planning and consulting. The firm employs investment strategies based on documented Investment Policy Statements and conducts quarterly account reviews.

Charlene Rigelman is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 39 years of industry experience, including roles at Eagle Strategies since 2013 and longstanding affiliations with Nylife Securities Inc. and New York Life Insurance Company since 1986. She serves as a volunteer church secretary at Christ Episcopal Church in Frontenac, MN. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, offering a range of programs including retirement plan consulting and co-advisory arrangements.

Ashley Lang is a Series 66 registered financial advisor with Edward Jones in Red Wing, MN, with six years at the firm and a total of five years in the industry. Prior to joining Edward Jones, Lang worked for six years at Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated capabilities supported by a large nationwide network of advisors and branch offices.

Benjamin Kuehni is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Cambridge Investment Research, Inc., Red Wing Golf Course, Global Impex USA, and City of Red Wing. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.

Jeffrey Strickland is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2017. Outside of advising, he is involved in independent insurance brokering. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, written recommendations through a centralized consulting team.

Tabitha Meyer is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years of experience in the industry. Her prior work includes positions at Gemini Inc and Red Wing Stoneware Company. Outside of finance, she owns and operates TM Studio, a part-time ceramics studio where she creates hand-crafted artisan pieces. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Christopher Guetzlaff is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 20 years of industry experience, including nine years with Cambridge Investment Research Advisors and Invest Financial Corporation. Outside of his advisory role, he serves as a baseball coach at Red Wing High School and is a volunteer board member of the Red Wing Youth Football, Basketball, and Baseball Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a 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.

Colin Scully is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience, including three years at Foodsby Inc. Outside of his advisory role, he serves as President Elect of the Hastings Area Rotary Club in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory and wealth management services supported by a large national network of advisors and branch offices.

Douglas Ritter is a financial advisor with LPL Financial, holding the CFP® and PFS™ designations and possessing 35 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporation and Dakota Street Investment Co LLC. Ritter is also president and CEO of Discovery Financial Centers, Inc., a role he has held since 1992. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Hillary Stubbe is a Series 66-licensed financial advisor with Edward Jones, based in Ellsworth, Wisconsin, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kohl's for eleven years. Edward Jones is a full-service wealth management firm serving more than four million 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 is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Timothy Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial, National Planning Corporation, and Discovery Financial Centers. Kelly serves on the board and finance committee of the Jones Family Foundation and is treasurer and council member of the United Lutheran Church in Red Wing, MN. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm emphasizes tailored financial plans developed through client collaboration and offers a broad range of implementation options, with a significant portion of its advisory business conducted on a non-discretionary basis.

Jason Reding is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he held roles at ASM Global, Augustana University, Sanford Pentagon, and Daktronics, Inc. He serves as a board member of Red Wing Arts and works as a gameday producer for live sporting events and venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.

David Ritter is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, following three years at National Planning Corporation. In addition to his advisory role, Ritter teaches at Hudson High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of investment solutions tailored to client needs.

Julie Heitman is a financial advisor at Edward Jones with seven years of industry experience, including prior roles at CoBiz Financial. She holds the Series 66 designation and is based in Red Wing, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Theis is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked for Halliburton Energy Services from 2007 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of more than 23,700 advisors and 15,100 branch offices.

Conor Smyth is a CFP® professional with 19 years of industry experience, currently affiliated with Edward Jones in Red Wing, MN. 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, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hardyman is a financial advisor with LPL Financial in Rochester, MN, holding Series 63, 65, and 66 licenses and over 33 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation for five years. Hardyman is also involved with Discovery Financial Centers, Inc., a business he has been associated with since 1999. Outside of his advisory work, he owns and operates a hobby farm near Red Wing, MN. 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 advisory programs supported by an in-house research team and accommodates various investment strategies and service combinations.

Patrick Fitschen is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 17 years of industry experience and has been with Cambridge since 2010. In addition to his advisory role, Fitschen owns and operates Fitschen Tax & Accounting, a tax preparation and accounting business he has managed since 1997. 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 multiple account platforms and a variety of investment strategies.

Cody Buck is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at LPL Financial since 2017 and previously spent two years with National Planning Corporation. Outside of advising, he is also a commissioned notary. 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 supports its advisors with in-house research and a range of portfolio management options, combining large-scale advisory operations with various non-advisory product offerings.

Samuel Caswell is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, he worked at First Farmers & Merchants Bank, Charter Bank, Commerce Bank, and BMO Harris Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Benjamin Whalen is a CFP® credentialed financial advisor with Edward Jones, based in Red Wing, MN, and has seven years of industry experience. He previously worked at STEMworks and had multiple terms with Edward Jones since 2017. Outside of his advisory role, he coaches 7th grade basketball for Red Wing Public Schools during the winter months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 financial advisors.

Paul Reding is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Michael Dube is a financial advisor with Edward Jones in Red Wing, Minnesota, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kyra Cyr is a financial advisor with Edward Jones in Red Wing, MN. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked at Ciro and Stromberg's Chicks and Gamebirds. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Steven Lang is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. In addition to his advisory role, he has been involved with USA Hockey as an official since 2008 and serves as president of The Pet Pantry of Northwest Louisiana, a nonprofit pet food distribution organization. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of advisors and branches, as well as its affiliated services such as trust and securities-based lending.

Thomas Wilder is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Dougherty & Company LLC and Concourse Financial Group Securities Inc. Outside of his advisory role, he is the owner and president of Stainless Stone LLC, a business specializing in the sale of surgical stainless steel pizza stones. 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 portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.

John Gruber is a financial advisor with Ameriprise in Lake City, MN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Outside of his advisory role, he serves on the Board of Directors for the Country Park Estates Homeowners Association and consults for Summit Management Group, LLC, assisting with non-licensed operational activities. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Stephen Stolz is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing a family-owned business entity related to a carwash and serves as Treasurer on the Board of Directors for the Windcliff Homeowners Association in Lake City, MN. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jason Yockey is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Red Wing, MN. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has commercial real estate ownership interests. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with advisors.

Gregory Roe is a financial advisor with Thrivent Investment Management, holding the ChFC® designation and Series 63 and 66 licenses, with 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he works as a health insurance agent assisting clients with Medicare supplement and Part D plans. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written, goal-based recommendations on a wide range of financial planning topics without discretionary trading authority. The firm combines planning with managed-account options under a consolidated billing program called WealthPlan, focusing on holistic and individualized client services.

Tracy Sears is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019. Prior to her current role, she was employed at Knight Barry Title United and Goodhue County Abstract Company. Outside of advising, she is involved in co-owning and managing an agricultural farming business in Ellsworth, WI. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michelle Robertson Hallock is a financial advisor at Edward Jones with experience since 2021. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Treasure Island Resort & Casino for 13 years. 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 strategies, separately managed accounts, and affiliated mutual funds.

John Lang is a financial advisor with Edward Jones in Lake City, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Lang is also involved in a real estate business. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Michael Hosfeld is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2016 and previously spent five years at TruStar Energy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Richard Douglas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Cambridge since 2005 and is also an independent insurance agent through Retirement Solutions. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a 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.