David Heine is a CFP® professional with 13 years of industry experience, currently affiliated with ValMark Advisers, Inc. He has held roles at Valmark Securities, Avantax, and Prudential Advisors-Twin Cities Financial Group. Outside of his advisory work, Heine is a partner at SLS, Inc., a tax preparation and financial services firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and specialized product platforms.

Kelly Weidendorf is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience at SLS, Inc. and Liquibox. In addition to his advisory role, he is involved in financial services operations and client services at SLS, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and maintains several unique governance and advisory arrangements within the insurance and ETF sectors.

Michael Domler is a ChFC® credentialed financial advisor with 33 years of industry experience. He has worked at Osaic since 2024 and previously spent 23 years at Woodbury Financial Services. Domler is the owner of Creative Financial Group LLC, which services client accounts involving securities and insurance. He is also a notary public. Osaic Wealth, Inc. 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 employs a technology-driven investment process combining risk-tolerance assessments with asset allocation and portfolio optimization tools and offers a wide range of investment programs and custodial platform access.

Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Cory Werlinger is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 credentials and 17 years of industry experience. He has worked at Thrivent since 2019 and has prior experience with Waddell & Reed and Ameriprise Financial Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Neil Winterfeldt is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Winterfeldt is based in Brownton, MN. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.

Joseph Neumann is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously spent five years at NetApp Corp. He holds the Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Erik Pace is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Gradient Securities, LLC, Ascentium Insurance Solutions, and Ameriprise Financial Services. Pace has also been involved with non-variable insurance businesses through several independent activities. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment solutions tailored to client needs.

Adam Dwyer is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill, Ameriprise Financial Services, and UBS. Outside of advising, he is involved with Faxon Creek Cattle LLC, a farming business. 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 and a large network of investment adviser representatives.

Stacy Dammann is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 63 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an advisory business through GWP Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.

Zachariah Dahlman is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, with prior roles at Frost Brokerage Services, NorthWestern Mutual, and Nd 42 LLC. Outside of advising, he is the owner of ZTD Properties LLC, a real estate business based in Gaylord, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Tim Schuth is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. His prior work includes long tenures at Avantax Advisory Services, Avantax Insurance Services, and Schad, Lindstrand & Co. Schuth serves on several nonprofit boards, including as treasurer of The Lutheran Home Association and vice president of St. John's Evangelical Lutheran Church, and he owns a tax services LLC managing approximately 200 tax returns annually. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Kelly Rach Meggitt is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Vice Chairperson of the First Congregational United Church of Christ Resource Team and is a board member of the Glencoe Area Community Foundation. She also participates in community fundraising and coordinates the annual Glencoe Days celebration. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized retirement planning through a centralized consulting team.

Ella Stevens is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior experience with Ameriprise Financial and other roles including Vector Marketing and Beef O Bradys. Stevens is also involved with GWP Holdings LLC, a non-investment-related business activity. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing algorithmic automation and research-driven strategies to deliver tailored retirement income recommendations.

Paul Traxler is a financial advisor with Edward Jones in Le Sueur, 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, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Brock Deering is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at companies including General Mills, CHS, Inc., and Ecolab. Outside of his advisory role, he has been involved in managing rental properties in Minnesota and Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its clients through a large national network of advisors and branch offices.

Kirk Miller is a financial advisor with Edward Jones in Glencoe, MN, holding a Series 63 designation and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns a local business unrelated to investment services. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.