Daniel Uecker is a financial advisor with Pankonin Financial Group, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Focus Financial and Royal Alliance Associates, and he has owned Uecker Insurance since 1988. Outside of his advisory work, he serves as an elder at Immanuel Lutheran Church and is president of the Gaylord Chamber of Commerce. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm emphasizes client-tailored portfolios based on documented profiles and investment policy statements, and serves over 800 clients with two advisors.

Ashton Pankonin is a financial advisor at Pankonin Financial Group in Belle Plaine, MN, with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Royal Alliance Associates, Inc. and Focus Financial Network, Inc. In addition to his advisory role, he operates an independent insurance agency. Pankonin Financial Group provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals and plan sponsors. The firm manages client assets through third-party programs and offers ongoing planning with regular client reviews, serving over 800 clients with two advisors.

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.

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.

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.

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.

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.

Brittney Daniels is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Her prior work includes roles at Sedgwick CMS and Bridges MN. 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 large network of financial advisors and branch offices.

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.

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.

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.

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.

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.

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.

Chad Hunt is a financial advisor with Ameriprise in New Prague, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Griffin Capital Securities, Inc. and Ameriprise Financial Services Inc. Hunt is also involved with FAB Biosciences, LLC, a small bioscience startup focused on developing a novel treatment for diabetes and obesity. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team, emphasizing managed accounts and using algorithmic tools alongside advisor input.

Brandon Kincade is a financial advisor with Ameriprise in Belle Plaine, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various roles across multiple industries, including positions at Minnesota State University, CVF Racing, and Winona State University. He is also involved with DTK Enterprises LLC as an associate financial advisor. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored retirement income recommendations.

Samuel Gore is a financial advisor at Edward Jones in Belle Plaine, MN, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ziegler Cat for five years. Outside of his advisory role, he serves as a captain for the Cleveland Volunteer Fire Department and is a board member of the Greater German Jefferson Lake Association, a nonprofit focused on water quality improvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.

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.