Daniel Kalina is a financial advisor with Fortis Group Advisors LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at LPL Financial, LLC and Invest Financial Corporation. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm constructs diversified, asset-allocation portfolios using institutional share classes and risk-profiling technology, and offers both discretionary and non-discretionary portfolio management along with financial planning and ERISA plan services.

Brian Fleming is a financial advisor with Focus Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Focus Financial and OSAIC since 2012. Fleming serves as a board member and volunteer with local Cub Scouts and Boy Scouts, and he is president of a nonprofit organization supporting Munchausen syndrome awareness. Focus Financial Network, Inc. is an enterprise investment adviser managing approximately $6.3 billion across 118 advisors. The firm serves individuals, pension plans, trusts, charitable organizations, and corporate clients, providing a range of managed accounts, third-party manager access, retirement plan consulting, and financial planning services.

Will Odland is a financial advisor with Inspire Advisors, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Vermillion Wealth Management Inc., Rosemount, Inc., and Optum Labs. He is also a licensed insurance agent offering annuities, life, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of investment strategies using quantitative, fundamental, and technical analyses.

Brett Maloney is a CFP® with seven years of experience in financial advising, currently associated with Focus Financial and OSAIC. His background includes service in the United States Air Force and brief tenures at Aagard and a period of unemployment in 2018. He is also the owner of Maloney Financial LLC, established for tax purposes related to his securities business. Focus Financial Network is an enterprise investment adviser managing approximately $6.3 billion through a network of 118 advisors. The firm serves individuals, including high-net-worth clients, pension plans, trusts, charitable organizations, and corporate clients, offering a range of managed account services, retirement plan consulting, and financial planning with diverse investment strategies.

Christine Schroeder is a financial advisor with LPL Financial and Private Advisor Group, LLC, holding Series 63 and Series 65 credentials with 21 years of industry experience. She has been associated with both LPL Financial and Private Advisor Group since 2012, providing financial planning and asset management services. Schroeder also operates under the DBA StoneBridge Wealth Management. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment solutions, combining large-scale advisory operations with additional financial products and services.

Mark Opp is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with LPL Financial and Private Advisor Group, LLC since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Alan Iverson is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 65 credentials and having two years of industry experience. Prior to his advisory role, he spent 19 years working at Anderson Funeral Home as a funeral director. In addition to his advisory work, he is involved with Memory Share, a video streaming company that supports funeral homes by livestreaming and recording services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various topics without discretionary trading authority.

Jeremiah Burnham is a financial advisor with Thrivent Investment Management based in Alexandria, MN. He holds Series 63 and Series 66 registrations and has three years of experience in the industry. Prior to his advisory role, he worked in education, including five years at Parkers Prairie Elementary. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to integrate planning with managed-account services through a consolidated billing option called “WealthPlan.”

Kevin Gotto is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Partners Advantage-Midwest LLC, where he is also owner and president. Outside of advising, he is involved in managing fixed insurance sales through his own entities and serves as Chief Financial Officer for Independent Brokerage Network. 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 services, utilizing both advisor-managed accounts and third-party managed solutions.

Michael Leary is a financial advisor at Edward Jones with 28 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 1997. Outside of his advisory role, he is a co-owner and officer of Gameday Athletics Corporation, a small retail business specializing in used ice hockey equipment in Marshall, Minnesota. 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 solutions, supported by a large national network of advisors and offices.

Scott Fuhrman is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Fuhrman serves as a board member for both the Youth Educational Shooting Sports organization, which supports youth education in shooting sports, and the Fairmont Trap Club, a nonprofit shooting sports facility. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans covering a broad range of topics without portfolio management or implementation services.

Alexander Johnston is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998 and holds a Series 63 designation. Outside of his advisory role, Johnston serves as president of Big Oak Property LLC, a rental income business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Stich is a financial advisor at Wells Fargo Advisors with one year of industry experience. She previously worked at Geneva Capital for two years and Glenwood State Bank for seven years. Jennifer holds the Series 66 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Theodore Haar is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2002. Outside of his advisory role, he is involved in developing a movie script based on the life of WWII military chaplain Delbert Kuehl. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping those services separate.

Jeremy Symanietz is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Alexandria Congregation of Jehovah's Witnesses. 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 deliver tailored, non-discretionary recommendations through a centralized consulting team.

Julie Anderson is a Series 66-licensed financial advisor with two years at Thrivent Investment Management and a total of one year in the industry. Her prior work experience includes ten years at Glacial Ridge Health System. She is based in Alexandria, MN. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across multiple planning areas. The firm delivers goal-based analyses and allows clients to combine planning with managed-account services through a consolidated billing option called “WealthPlan.”

Kalee Olson is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients' goals and risk tolerances.

Brent Boraas is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at INVEST Financial Corporation from 2009 to 2018 before joining LPL Financial in 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team and a platform that integrates advisory and brokerage services along with insurance and annuity products.

Christopher Grieve is a financial advisor with Thrivent Investment Management in Brandon, MN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked at Alexandria Motor Company and was involved with the Minnesota DFL Party. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial planning that addresses a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Sam Steidl is a CFP®-certified financial advisor with Ameriprise, based in Alexandria, MN, and has 19 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Steidl serves as president of the Cardinal Athletic Foundation and participates on the finance committee of Alomere Hospital. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dustin Thornburg is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding a Series 66 designation and having 17 years of industry experience. He has been with Wells Fargo Advisors since 2012. Thornburg is the owner of Snyder Thornburg Wealth Management LLC and serves as a trustee for multiple 401(k) plans related to his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning, supported by research and tools to develop tailored recommendations.

Lacey Baumann is a financial advisor with Ameriprise in Garfield, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, Baumann is involved with Steidl-Benzinger LLC, where she works as a paraplanner and manages practice operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized planning through a centralized consulting team.

Justin Thoennes is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Ziegler from 2015 to 2020 before joining Ameriprise in 2020. Outside of advising, he has a business ownership role unrelated to investments. Ameriprise offers a retirement-income planning service targeted at clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver customized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Kenneth Snyder is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a trustee for KMS Consulting Inc 401(k) and owns KMS Consulting, Inc., where he is actively involved in investment-related activities. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a wide range of financial planning services and investment strategies, combining advisory services with banking, lending, and trustee products.

Katherine Kangas is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides a retirement-income planning service 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 retirement recommendations through a centralized consulting team.

Nathan Reiner is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in dental practice management at Young at Heart Dentistry, Alexandria Dental Clinic, and Wenatchee Dental. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a dedicated consulting team.

Jerrod Hammerback is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding a Series 66 credential and 23 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Bremer Bank. Outside of his advisory role, he serves as treasurer for the Alexandria Area High School graduation event. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering customized recommendations based on proprietary research and planning tools.

Alexis Johanson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Alexis worked in various roles including resident assistant at Galeon Senior Living and positions in education and construction. Outside of finance, Alexis works part-time as a resident assistant at a senior living facility, helping residents with daily activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on a wide range of financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Jodi Sorenson is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding the Series 66 designation and five years of industry experience. She has been with Wells Fargo Advisors since 2017 and previously worked at Tastefully Simple for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized planning services, using proprietary research and tools to develop tailored recommendations.

Andrew Holte is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and Bell Bank, where he has worked since 2019, following five years at Edward Jones. 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 financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Randal Witt is a financial advisor with Edward Jones in Alexandria, Minnesota, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and is also a co-owner of Northwoods Pork, a swine and crop farm. Outside of his advisory role, Witt serves as an assistant and JV wrestling coach for Henning Public Schools. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Reilly Daugherty is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and three years of experience in the industry. His work history includes roles at Bell Bank, Fargo Cabinets, Thrifty White Pharmacy, and Chokio-Alberta Public Schools. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Victor Benzinger is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a partner at Steidl/Benzinger and serves as a speaker for the Minnesota Real Estate Association. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Larson is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of investment strategies and fiduciary advisory services.

Paul Amundson is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a partial owner of Blue Sunset, LLC, a partnership involved in a Nautical Bowls franchise in Naperville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing system.

Michelle Klimek is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and providing advisory services since 2015. She has over 11 years of experience with the firm. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Urness is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as the public address announcer for his local high school girls soccer games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Brandon Plotz is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for nine years at Walser Automotive Group. 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 offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Severson is a Series 66-credentialed financial advisor with 12 years of industry experience, currently with Thrivent Investment Management and Thrivent Financial for Lutherans. He has been with Thrivent since 2013. Outside of his advisory role, Severson serves as president of the Century Center Association and is a board member of Dollars for Scholars in Alexandria, MN. He is also involved in managing a family cabin rental. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various financial topics, without discretionary trading authority or institutional portfolio management.

Cody Rieland is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at LPL Financial, Cetera, and BELL Bank. Outside of his advisory work, he is involved in managing a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides affiliated mutual funds, tax-efficient services, and securities-based lending under a fiduciary standard.

Nathaniel Hitch is a financial advisor with LPL Financial in Morris, MN, holding Series 65 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Bremer Investments, Raymond James Financial Services, and State Farm. Outside of his advisory work, he coaches for the Alexandria Soccer Association. 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 delivery options supported by an in-house research team and a large network of investment adviser representatives.

Lukas Gotto is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked within various Cetera entities since 2024. Outside of his advisory role, he serves as an elected board member of the Alexandria Education Foundation and the Viking Sportsmen, volunteers as a firefighter with the Alexandria Fire Department, and holds a trustee position with the Alexandria Fire Department Relief Association. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Joshua Tatge is a financial advisor with Ameriprise in Alexandria, Minnesota, holding a Series 63 designation and 25 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves as chair of the Bethesda Lutheran Church Memorial and Foundation Committee and is a board member of Habitat for Humanity of Douglas County. Ameriprise offers retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm delivers personalized, research-based recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support retirement income strategies.

Ericka Bolluyt is a financial advisor with Edward Jones in Alexandria, MN, holding a Series 66 designation and six years of experience at the firm. Prior to joining Edward Jones in 2020, she worked in education and community services, including roles at Hancock Public School and Prairie Community Services. She is also involved in teaching choir and participates in direct sales businesses focused on wellness products. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Justine Whitman is a Series 66-registered financial advisor with Edward Jones in Alexandria, MN, where she has worked since 2008. She has 18 years of industry experience. 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 offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Hanna Kettelhut is a financial advisor with LPL Financial in Alexandria, MN, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at several firms including Bell Investments and Avantax Investment Services, Inc. Kettelhut also serves as a notary in connection with her investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Noah Boraas is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Outside of his advisory role, he is a notary and involved with Boraas Financial Group, LLC, which also sells fixed annuities. 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 delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Nathaniel Larson is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial in Alexandria, MN. He is the owner of Larson Wealth Management, which he has operated since 2015. His professional background includes over a decade of service at Raymond James Financial Services Advisors Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, and it manages a significant portion of assets on a non-discretionary basis.