Brittany Walter is a CFP® professional with three years of industry experience. She is currently with AE Wealth Management, LLC and has previously worked at Paradigm Wealth Management, RehabAuthority, and Ameriprise Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining models managed internally and by third parties, along with discretionary asset management and financial planning services.

Grant Fuchs is a financial advisor with CWM, LLC, holding a Series 65 designation and two years of industry experience. He has worked at CWM, MAG Wealth Management, and Schlenner Wenner & Co., and also serves as Director of MAG Tax & Accounting, where he prepares tax returns. Prior to his advisory career, he worked in public works and education in Paynesville, MN. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of in-house and third-party investment strategies along with institutional custodial platforms.

Rick Wurst is a financial advisor with CWM, LLC, holding a Series 63 designation and 32 years of industry experience. His work history includes roles at Cetera, VOYA Financial Advisors, and Mag Wealth Management, LLC. Outside of advisory services, he serves as Vice-Chair on the Board of Directors for St. Cloud Federal Credit Union and works as a tax preparer for Mag Tax and Accounting, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management supported by a combination of in-house models, third-party sub-advisors, and technology partners.

Alexander Tomczik is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and US Bank. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Paul Wenner is a financial advisor with Edward Jones, holding a Series 66 license and three years of industry experience. Prior to joining Edward Jones, he held positions at the Carlson School of Management and various organizations including Deneen Pottery and Alta's Rustler Lodge. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margo Scepaniak is a financial advisor at OSAIC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc and LPL Financial. She is the owner of Black Financial Services, Inc., a corporation involved in investment and insurance activities. OSAIC 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 offers a range of advisory and brokerage services supported by advanced asset-allocation and portfolio optimization tools, serving over 6,000 advisors and managing approximately $200 billion in assets.

Janice Achmann is a financial advisor with Primerica Advisors in Avon, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Chad Middendorf is a financial advisor at Cetera with 20 years of industry experience and holds the Series 66 designation. His prior roles include positions at VOYA Financial Advisors and Wealthcare Financial Services. Outside of advising, he owns a tanning salon and serves on the board of a nonprofit organization focused on regional events. 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.

Brandon Finnegan is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and UPS. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Deters is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and Securities America Inc for 11 years. Outside of his advisory role, he is active in insurance sales, specializing in life, health, and Medicare-related insurance products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement 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.

Jerome Wenner is a financial advisor with Edward Jones in Cold Spring, MN, holding CFP®, ChFC®, and Series 63 designations, and has 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is involved as a silent partner and director in several local commercial real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Beau Hanowski is a Series 66-registered financial advisor at Edward Jones in St. Joseph, MN, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Sobania is a financial advisor with LPL Enterprise, holding the ChFC® and Series 66 designations and possessing 22 years of industry experience. He has worked at Prudential Insurance Company of America since 2003 and was previously affiliated with Pruco Securities, LLC. Outside of advisory work, he is involved with a commercial real estate investment entity. LPL Enterprise provides advisory services through a large network of investment adviser representatives 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.

Michelle Herickhoff is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services, Cetera Advisor Networks, CWM, LLC, and Voya Financial Advisors. Outside of her advisory work, she is a co-owner and secretary of Central MN Seeds, LLC, and serves on the board of North Fork Mutual Fire Insurance Company. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that supports a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with investment processes that integrate risk-tolerance assessments, asset allocation software, and portfolio optimization tools, managing accounts with diverse investment options across multiple platforms.

Adam Tate is a financial advisor with Equitable Advisors in Saint Joseph, MN, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001, including its predecessor Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that combines advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.

Elijah Ebel is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he held various roles including employment at Amazon and involvement with the Rocky River Officials Association, where he enforces baseball rules. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research and modeling techniques to provide tailored, non-discretionary recommendations through a centralized consulting team.

Benjamin Barrett is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at PRUCO Securities, LLC, The Prudential Insurance Company of America, Advisor Group, and Woodbury Financial Services. Barrett is based in Cold Spring, 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Doreen Douvier is a financial advisor at Primerica Advisors with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Medtronic and Real Staffing. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Jeremy Willner is a financial advisor with Cetera who holds a Series 66 designation and has 28 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Mag Wealth Management, and currently serves as CEO and President of Mag Insurance Agency, LLC. Willner is also a board member of the Paynesville Area Community Foundation. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and trust capabilities with a broad advisory platform.

Alex Scepaniak is a financial advisor at OSAIC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. OSAIC Wealth, Inc. serves 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 and portfolio optimization tools, offering a wide range of investment options and advisory services through a large network of financial advisors.

Paul Tomczik is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Hayden Willner is a CFP® and ChFC® with five years of industry experience, currently serving as an investment advisory representative at CWM, LLC. He has held roles at Cetera and MAG Wealth Management, and is also involved as an insurance agent with MAG Insurance Agency Inc. Additionally, Willner is the owner of a holding company, MAG Holding Company, LLC. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Patrick Goltz is a financial advisor with LPL Financial in Avon, MN, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2010 and is involved with Goltz Wealth Management, a DBA for his LPL business. Outside of advising, he has part-time employment with Atlas Staffing in the Minneapolis/St. Paul area. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Clint Athmann is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Voya Financial Advisors, The Managed Assets Group, and Affiliated Financial and Insurance Services. Outside of advising, he is part owner of a land investment involving farming and recreational use. 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 advisor-managed accounts, model portfolios, and third-party solutions.

Michael Schwieters is a financial advisor with LPL Financial in Albany, MN, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Cuna Brokerage Services, Inc. and Central Minnesota Credit Union since 2013. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.