Isaac Buehler is a financial advisor at Michael Traxler Wealth Management, LLC in New Prague, MN. He holds a Series 65 designation and began his advisory career in 2023. Prior to joining the firm, he worked at Chart Industries and was a full-time student for several years. Michael Traxler Wealth Management provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios based on client goals, risk tolerance, and time horizons, utilizing both fundamental and technical analysis under discretionary authority.

Michael Traxler is a financial advisor with Michael Traxler Wealth Management, LLC in New Prague, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has managed his own practice since 2022 and has been involved with Michael Traxler Wealth Management since 2005. Outside of his advisory role, he is involved in farmland and commercial real estate through various business interests. Michael Traxler Wealth Management, LLC is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm builds investment programs based on documented client goals and risk tolerance, employing fundamental and technical analysis along with long-term strategies.

Ernest Pepel is a Series 65 licensed financial advisor with Michael Traxler Wealth Management, LLC, where he has worked since 2019. He has five years of industry experience and previously spent ten years at Avid Fleet Maintenance. Michael Traxler Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, annuity management, and financial planning. The firm employs a client-focused investment approach using documented goals, risk tolerance, and a combination of fundamental and technical analysis.

Ted Hefty is a financial advisor at Michael Traxler Wealth Management, LLC with a Series 65 credential and two years of industry experience. His prior work history includes roles at Seagate, Safe Management, American Income Life, and Walmart. Michael Traxler Wealth Management is a four-advisor firm that provides discretionary asset management, annuity management, and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages nearly $195 million in discretionary assets and uses a combination of fundamental and technical analysis along with long-term purchase strategies tailored to client goals and risk tolerance.

Michelle Amundson is a financial advisor with The Sherwin Group in St. Peter, MN, holding a Series 66 designation and 17 years of industry experience. She has worked at The Sherwin Group since 2012 and previously held positions at National Planning Corporation and Securities America, Inc. Amundson is also a commissioned notary public in Minnesota and provides notary services for existing clients upon request. The Sherwin Group offers investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, charitable organizations, and plan sponsors. The firm uses asset-allocation models combined with fundamental and technical analysis and provides services through Charles Schwab & Co., Inc., emphasizing suitability and regular client reviews.

Paige Asplin is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked in healthcare and education roles, including at the Mayo Clinic and Rasmussen University. Outside of finance, she works as a registered nurse providing skilled nursing care through a home health care agency. ValMark Advisers serves individuals, plan sponsors, and institutional clients with investment management, financial planning, and retirement plan advisory services. The firm emphasizes diversified, goal-based portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Thomas Anderson II is a CFP® professional with 21 years of experience in the financial services industry. He is currently with ValMark Advisers, Inc. and Valmark Securities, Inc., where he has worked since 2022. His prior experience includes roles at Avantax Insurance Agency, Kansas City Life, Mutual of Omaha, and Avantax Advisory Services. Outside of his advisory work, Anderson is a partner and operator of The Signpost, LLC, a sign manufacturing and sales business, and serves as an elder and treasurer at Harvest Community Church, as well as chapter president and instructor for the American Financial Education Alliance. 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 emphasizes diversified, goal-based portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a variety of proprietary platforms and support services designed to meet a broad range of client needs.

Peter Scheffler is a financial advisor at &Partners with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer for St. Wenceslaus Catholic Church in New Prague, MN. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers portfolio management, financial planning, estate consulting, and retirement plan services, utilizing both proprietary and third-party strategy models with discretionary and non-discretionary management options.

Casey West is a financial advisor with Principal Financial Services in Saint Peter, MN, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Principal Life Insurance Company since 2009 and at Principal Securities Inc. since 2016, and he has operated West & Mager Insurance & Financial Services since 2019. Outside of his advisory work, West serves as a commission member of the Rivers Edge Hospital Commission and is a board member of the St. Peter Lions Club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Scott Borgstahl is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides advisory services to a diverse client base including 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 along with affiliated insurance products.

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.

Peter Nelson is a CFP® professional with 32 years of industry experience. He is currently with Cetera and has previously worked at Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, and Nicollet County St. Peter Bank. Nelson provides insurance services including life, health, disability, annuities, and long-term care. He is also the owner of Mapvest Wealth Management, a financial services DBA. 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 portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Sheilina Sperry is a financial advisor at Edward Jones in New Prague, MN, with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at HighQuest Group, Waletich Transportation, and KEYC Television Station. She also was involved with the Duck Cup Memorial Fund in 2019. 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 nationwide network of over 23,700 financial advisors.

Mitchell Nelson is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, Trellance, and OnApproach. Nelson also works as an insurance agent, selling fixed insurance products such as life, health, disability, annuities, and long-term care coverage. Cetera Investment Advisers serves a diverse client base including 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, utilizing both advisor-managed and firm-sponsored investment strategies.

Nathan Brusseau is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Diversified Wealth Management LLC. Outside of his advisory role, he serves as President of the New Prague Rotary Club, is owner/operator of Promoveo Development LLC, and volunteers as a board member for the New Prague Area Education Foundation. 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 offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Kenneth Anderson Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Home Mortgage from 2009 to 2017. He has been with Edward Jones since 2018. 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 affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Peter Plut is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and has a long tenure with FIRST NATIONAL BANK dating back to 2000. Plut is also active with VFW POST #1803, where he has been involved since 1999. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Lucas Bollum is a financial advisor with Ameriprise in Saint Peter, MN, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018, following seven years at Scheels All Sports. Outside of his advisory role, he is a co-owner and registered agent of an LLC established from a family estate settlement. Ameriprise serves clients with a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for individuals with significant investable assets. The firm employs a centralized consulting team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Jonathan Wells is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2011. Outside of his advisory role, Wells is involved in multiple business activities including tax preparation and real estate investment and remodeling, holding real estate and contractor licenses. He also serves on the board of directors for the Fraternity Purchasing Association. Ameriprise provides retirement-income planning services primarily for individuals 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 through its affiliated companies.

Casey Wussow is a financial advisor with Ameriprise in Kasota, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he has a family trust interest in agricultural land. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with its advisors.

Kelly Johnson is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, Johnson worked in educational roles at several schools including The Gardner School and Primrose School. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

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.

Jacob Cook is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 21 years before joining OSAIC in 2024. Outside of his advisory role, Cook is involved in community activities as the head coach of a 14U fastpitch softball team and works as a bus driver for local student athletic transportation. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio management tools and operates both wrap and non-wrap fee programs across multiple custodial platforms.

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.

Michael Weelborg is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in several commercial real estate ventures including ownership interests in fitness and wellness facilities, an event space, and other commercial properties in St. Peter, Minnesota. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Andrew Barnick is an Investment Solutions Representative III. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Andrew has held several positions in the financial services industry. He worked as an Investment Solutions Representative II and I at Fidelity Investments between 2021 and 2022. Prior to that, he served as Market President and Program Manager and Financial Advisor at SouthPoint Financial Credit Union from 2019 to 2021. From 2014 to 2019, he was the Mankato Area Program Leader and Financial Consultant at Frandsen Bank and Trust. He holds an Arkansas insurance license.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jeffrey Dahlseid is a Financial Advisor with Thrivent Investment Management and holds a Series 66 designation. He has been with Thrivent and its affiliated entities since 2024 and previously spent 23 years at Gustavus Adolphus College, where he currently maintains a research professor role focused on collaborating with undergraduate students and completing academic research. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under consolidated billing.

Mark Bollum is a financial advisor at Ameriprise with 41 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he is involved in commercial real estate ownership in St. Peter, Minnesota. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, 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 to support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Patti Kelly is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Thrivent Financial and Thrivent Investment Management since 2007. Outside of her advisory role, she serves as a General Executive Board Member for Compassion In Action, a nonprofit focused on faith-based disaster relief and community service. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial recommendations without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Meghan Anderson is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2017. She has eight years of experience in the financial industry and previously worked at Best Buy for eleven 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 provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Jones is a CFP® with 24 years of experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He holds the Series 66 designation and is based in Saint Peter, MN. Outside of his advisory role, he owns and manages several real estate holdings and works as an independent agent offering Medicare-related health insurance products. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic financial plans without discretionary trading authority. The firm offers these services on a one-time or ongoing basis and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Geoffrey Klein is a financial advisor at AdvisorNet Wealth Partners with 21 years of industry experience. He holds the Series 66 designation and has worked with Cetera and Cetera Wealth Services, LLC. Outside of his advisory work, Klein serves as a director for the Minnesota Golf Association, where he participates in regional and committee meetings. AdvisorNet Wealth Partners is an enterprise firm with 74 advisors that provides fee-based financial planning and asset management services.

Barbara Droher Kline is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent and Thrivent Financial for Lutherans since 2011 and 2012, respectively. Outside of her advisory role, she serves as a public board member of the Minnesota Board of Pharmacy and works as a broadband consultant and lobbyist with the Minnesota Public Broadband Alliance, focusing on mental health advocacy and broadband development in Minnesota. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive goal-based analyses and planning across topics such as retirement, taxes, and estate issues. The firm’s approach separates planning from managed-account services and does not include discretionary trading authority for its planning engagements.

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.

Loren Edberg is a financial advisor with LPL Financial, holding a Series 63 designation and having 16 years of industry experience. He previously worked at Royal Alliance Associates, Focus Financial Network, Inc., and Invest Financial Corporation. Outside of financial advising, Edberg owns and operates Cutting Edge LLC, a home remodeling and rebuild 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, combining large-scale advisory operations with non-advisory product offerings.

Stephen Roesner is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. He has worked with Cetera since 2011 and is also involved with Profinium, where he serves as a trustee responsible for administrative duties related to client trusts. 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, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Deena Lindstrom is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Primerica since 2001 and is also involved with local educational and church organizations in Saint Peter, Minnesota. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Shannon Brusseau is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, Brusseau spent a decade with Securities America Inc. and Securities America Advisors. Outside of advisory work, Brusseau is involved in local community organizations including the New Prague Rotary Club and the New Prague Arts Council, where she participates in fundraising efforts and serves on the board. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization and access to various investment products and third-party managers.

Julie Meyer is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Nielsen is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and ClearStar, Inc. Outside of his advisory work, he has been involved with Great West Properties, LLC, a real estate rental business he has owned since 2005. 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 combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Erick Rykhus is a financial advisor at Edward Jones in St. Peter, MN, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.