Bradley Schmitz is a financial advisor at Family Wealth Management in Elko, MN, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at FBL Marketing Services, FBL Financial Group, Old National Bank, LPL Financial LLC, and Scottrade Inc. Outside of advising, he is a part-time farmer managing 20 acres at his residence. Family Wealth Management provides investment advisory and qualified plan consulting services to individuals, families, trusts, businesses, charities, and employee benefit plans. The firm uses a proprietary methodology with diversified asset allocation and offers pension consulting, including ERISA fiduciary services and plan-level discretionary management.

Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.

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.

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.

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.

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.

Amber Meger is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Prior to that, she worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

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.

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.

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.

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.

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.

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.

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.

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.

Melisa Medeiros Swim is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Burnsville High School Softball Booster Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kevin Sevlie is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise since 2017. His prior roles include positions at Monica Eckberg, Northwestern Mutual Wealth Management, Allianz Life, and Questar Capital Corporation. Outside of his advisory work, he owns and manages a hobby farm called Golden Pond Acres. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.