Matthew Wojick is a CFP® professional with nine years of industry experience. He is the sole advisor at Wojick Capital Management, an independent firm based in Zumbrota, MN. His prior experience includes roles at Edward Jones and FBL Wealth Management. Although licensed to sell insurance, he does not offer insurance products to clients. Wojick Capital Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm uses a non-discretionary model, requiring client approval for all trades, and employs fundamental and cyclical analysis with quarterly account reviews.

Sarah Johnson is a financial advisor at Optivise Advisory Services LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of her advisory role, she is the owner and presenter of JSJ Solutions, an educational business offering faith-based programs focused on personal growth. Optivise Advisory Services provides portfolio management and financial planning to individuals, retirement plans, trusts, charitable organizations, and other clients, employing both discretionary and non-discretionary strategies. The firm integrates proprietary model portfolios and third-party sub-advisors, utilizing a range of investment vehicles while offering specialized services for employer-sponsored defined contribution plans.

Scott Sorenson is a Series 66-licensed advisor with First Heartland Consultants, Inc. in Oronoco, MN, where he has worked since 2015. He has 13 years of industry experience and owns a bath and shower repair business outside of his financial advisory role. Sorenson also holds a license as an independent insurance agent specializing in life, accident, health, and Medicare-related products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for 401(k) accounts, and a range of asset management solutions through a network of independent investment adviser representatives.

Jeffrey Lohmeyer is a financial advisor with Thrivent Investment Management who holds Series 63 and Series 66 registrations and has three years of industry experience. Prior to joining Thrivent, he worked at Mayo Clinic for 33 years. He serves as a board member for Pine Island Area Home Services, which provides senior care and services to local residents. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations on a range of financial planning topics without implementing them. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Karolin Lex is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2005. She is based in Zumbrota, MN, and has held roles at Ameriprise Financial Services, Inc. prior to her current position. Lex serves on the Board of Directors for the Stabilize Zumbrota Families Committee and is involved as Development Committee Co-Chairperson for the National Professional Agricultural Student Organization. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Leann Grover is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Ameriprise. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, among others. Outside of financial advising, she manages tax and accounting services at Hemann Grover & Co., Ltd. and serves as treasurer on the board of Sunset Ridge Villas. Ameriprise provides comprehensive retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Justin Adams is a financial advisor with Ameriprise in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dairy Farmers of America from 2019 to 2022. 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, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Peter Helland is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing an investment-related business, DTK Enterprises. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized service that supports its financial advisors in delivering tailored retirement income recommendations.

Susan Ecker is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Avantax Investment Services, 1ST Global Advisors, and Cetera. She serves on the Roscoe Township Board and works in tax preparation outside of her advisory role. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations.

Robert Lindell is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Pine Island, MN. He has 15 years of industry experience and has worked with Thrivent Financial for Lutherans since 2010. Outside of his advisory role, he is a partner in Cabinets by Lindell, a kitchen and bath design and sales business, and co-owns Lindell Brothers Farm. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary management. Their services include broad financial topics with an option to combine planning with managed accounts under a consolidated billing system.

Carter O'reilly is a financial advisor with LPL Financial in Zumbrota, MN, holding a Series 66 designation and two years of industry experience. He has previously worked at Frandsen Bank & Trust and has a background that includes roles at Gustavus Adolphus College and Pine Island Schools. Outside of his advisory work, he serves as a sports referee and is involved with Accra Home Care in Pine Island, 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 investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

Michelle Gascoigne is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 24 years of industry experience. Her career includes roles at Cetera and Frandsen Bank & Trust, as well as long-term service at Bank of Zumbrota prior to its acquisition. Outside of advisory work, she is involved in retail nutrition through a home-based business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Joseph Blazek is a financial professional with three years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has prior experience with firms including Securian Financial Services, Minnesota Life Insurance Co, and First Command Brokerage Services. Blazek served as an Active Duty Marine Corps Officer for seven years and is involved as chapter president of a nonprofit organization focused on leadership development. Cetera Investment Advisers serves a diverse client base ranging from individuals to institutional clients through a large network of independent advisors, offering portfolio management, financial planning, retirement plan solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad advisory platform and utilizes various program structures and custodial arrangements to support client needs.

Jannifer Scholl is a financial advisor with Edward Jones in Zumbrota, MN, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is involved with Encee Consulting LLC, a real estate business based in Zumbrota. 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 options, supported by a large network of financial advisors and branch offices nationwide.

Adam Hunt is a financial advisor at Ameriprise Financial Services, LLC, holding a Series 66 designation. He has been with Ameriprise since 2020 and has prior work experience at DHL Supply Chain and Menard Inc. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized retirement-income consulting team.

Glen Hemann is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and Cetera. Outside of his advisory work, Hemann is involved in community organizations, serving on the Pine Island Chamber of Commerce Board and as president of the Pine Island United Fund, and he is also employed at an accounting firm specializing in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kayla Shelstad is a financial advisor with Edward Jones in Zumbrota, MN, holding a Series 66 designation and one year of experience. Prior to joining Edward Jones, she worked at BlueStem Wealth Partners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.