Sarah Gerhard is a financial advisor at Avantax Planning Partners, Inc. with eight years of industry experience. She holds a Series 65 designation and has worked at Avantax since 2017. In addition to her advisory role, she is a partner at Erpelding, Voigt & Co., LLP, a CPA partnership where she reviews tax returns and meets with clients. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, using model-based style allocation strategies and discretionary portfolio management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through its designated custodians.

Daniel Hamlet is a financial advisor with Convergence Financial, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Edward Jones for seven years and has served in the United States Army Reserves since 2006. Outside of his advisory work, Daniel is a self-published author. Convergence Financial is a multi-advisor registered investment adviser serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers discretionary and non-discretionary asset management, comprehensive financial planning, and retirement plan consulting, using strategic asset allocation and fundamental analysis to tailor portfolios to clients’ goals and risk tolerance.

Sarah Willers is a financial advisor at CWM, LLC with over a decade of industry experience. She holds a Series 65 designation and has worked previously at Sweet Financial Partners and Raymond James Financial Services, Inc. Outside of her advisory role, she serves as a notary. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, providing asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Kaitlin Bell is a financial advisor at CWM, LLC with four years of industry experience. She holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Bell also serves as Associate Director at Sweet Financial Partners, an investment-related firm. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology platforms to implement discretionary portfolio management.

Jeffrey Zarling is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has previously worked at Full Circle Financial and ProEquities, Inc. Outside of his advisory work, he is the owner and president of RTA Properties LLC, a real estate sales and property management business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based services through its network of 477 independent advisors.

Oliver Kollofski is a CFP® with 18 years of experience in the financial services industry. He is currently affiliated with CWM, LLC and Sweet Financial Partners, LLC. His prior experience includes over eight years with Raymond James Financial Services Advisors, Inc. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, employing discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Seth Becker is a financial advisor with SPC in Fairmont, MN, holding a Series 63 designation and 24 years of industry experience. He has worked at Parkland Securities since 2014 and with Sigma Planning Corporation since 2007. Outside of advising, Becker owns Becker Financial Group, LLC, which sells life, health, and disability insurance, and he is involved in a cattle business that supplies beef to the Minnesota Department of Agriculture. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary management tailored to client needs.

Myah Legred is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has held positions at LPL Financial, Purshe Kaplan Sterling Investments, and Bank Midwest. Outside of her advisory role, she is involved with Midwest Wealth Group as an advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

William Schellpeper is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Scheels and held positions at South Dakota State University and Sommer Outdoors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and is notable for its extensive retail advisor network and integrated financial services.

Jason Bonnema is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, he serves on the board of New Creation Ministries, which supports local ministry leaders in Southern Minnesota. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering both one-time and ongoing planning engagements that cover a broad range of financial and personal topics without implementation services.

Rebecca Fischer is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, she worked at Green Plains, Inc. and Archway Marketing, and spent two years in homemaking. 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, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Bryon Nelsen is a financial advisor with Edward Jones in Fairmont, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Lakeview Methodist Health Care Center for 11 years. Outside of his advisory role, he owns a small lawn mowing business in Armstrong, IA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kimberly Schultze is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for Hy-Vee Pharmacy for ten years. Outside of her advisory work, Kimberly assists with antique displays at the Martin County Fair and serves as a notary. 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 products, supported by a large network of financial advisors and branch offices nationwide.

Amanda Kosbab is a financial advisor with Edward Jones in Fairmont, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jessica Salic is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She previously worked at Sweet Financial Services for sixteen years. Outside of her advisory role, Salic serves as chairman of the school board at Granada-Huntley-East Chain Schools and is secretary for the Granada-Huntley-East Chain Community in Action Board, where she is involved in local youth programs. 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 solutions, combining retirement capabilities with a broad institutional platform.

Randy Peyman is a financial advisor with Raymond James Financial in Fairmont, MN, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He previously worked at LPL Financial for eight years and SII Investments, Inc. for 21 years. Peyman also owns Midwest Wealth Group, a support company through which he provides financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and modeling tools to develop tailored recommendations while maintaining client decision authority.

Jacob Hartke is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at several firms including Raymond James Financial Services and Sweet Financial Partners. Hartke is also involved with Triple H Financial Services, a business related to his advisory activities. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Fischer is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 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 offers a broad range of investment strategies and affiliated products, operating under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Brandon Sahr is a financial advisor with Thrivent Investment Management in Fairmont, MN, holding a Series 66 designation and bringing nine years of industry experience. He has been with Thrivent and its related entities since 2016. Outside of his advisory role, Sahr serves on the board of New Horizon Adoption Agency, a nonprofit focused on adoption services, and has been involved with Dell Lutheran Church as a council member. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning without discretionary trading authority. The firm integrates planning with managed-account programs through its WealthPlan option while maintaining separate service structures.

Linsey Preuss is a Series 66 licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Preuss worked for the City of Fairmont for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.