David Ulm is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His previous roles include positions at Frontier Asset Management, Cedar Capital, LLC, and Foreside Fund Services, LLC. He is currently based in Wayzata, MN. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs a variety of account structures and uses third-party managers and platform providers, conducting ongoing due diligence and portfolio rebalancing as part of its investment process.

Katelyn Michaletz is a financial advisor at DAI Wealth, LLC with two years of industry experience. She holds a Series 66 designation and previously operated her own advisory firm, J K Michaletz Financial Advisory, LLC, from 2019 to 2023. Outside of her advisory work, she is a consultant and brand advocate for BeautyCounter Brands, LLC. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm uses a multi-advisor platform and a range of investment strategies implemented through third-party managers and various account types.

Jeremy Herkenhoff is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Fidelity Investments and held roles in various companies including Post Consumer Brands and Digital River. He serves as an advisory council member for the Minnesota State University, Mankato Finance Department. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Matthew Potter is a financial advisor with iWealth Financial, LLC, holding a Series 66 license and two years of industry experience. Prior to joining iWealth, he worked at JND Legal Administration and taught at Waseca High School. Outside of his advisory role, he is involved in farming activities. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm manages discretionary assets over $230 million, employing a diversified investment approach that includes individual securities, ETFs, options, and third-party managers, with a broad planning scope that encompasses tax and retirement-plan consulting.

Robert Tanhoff is a financial advisor at DAI Wealth, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Park Avenue Securities and Guardian Life Insurance. Tanhoff serves on the board of directors for House of Hope, an organization focused on addiction recovery and mental health counseling. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ERISA fiduciary and non-fiduciary retirement plan services.

Shawn Pomeroy is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 14 years of industry experience. He has worked with several firms, including Investment Centers of America, ICA Group Wealth Management, and iWealth Financial, where he provides investment advisory services. Pomeroy is also a Minnesota notary. 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 and a wide range of investment solutions, combining advisory operations with non-advisory product offerings.

Gary Guentzel is a financial advisor with iWealth Financial, LLC, holding a Series 63 designation and over 37 years of industry experience. He previously worked at Triad Advisors, Inc. for ten years and LPL Financial for three years before joining iWealth. Outside of his advisory role, he is co-owner of D&D Enterprises LLC and is involved in farming activities through CR Farms. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, employer retirement plans, and businesses. The firm employs a range of analytical and asset-allocation strategies, uses third-party managers, and offers comprehensive portfolio management tailored to client objectives.

Christopher Bloch is a financial advisor at Ascent Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securities America, Inc. and Mutual of Omaha Advisors. Outside of his advisory role, he is also licensed as an insurance salesman. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning, with a focus on regular portfolio monitoring and coordination with clients’ tax and legal advisors.

Derrick Girard is a CFP® and holds a Series 66 license with 13 years of industry experience. He currently works at Ascent Advisors and has previous experience at AdvisorNet Financial, DgIRARD Consulting, ionlake, LLC, and Roundbank. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis alongside modern portfolio theory, with discretionary portfolio management governed by written Investment Policy Statements.

Blake Hahn is a ChFC® with 26 years of industry experience and is currently affiliated with Fortis Group Advisors LLC. He has previously worked at INVEST Financial Corporation and LPL Financial. Hahn also manages a real estate rental business outside of his advisory work. Fortis Group Advisors LLC provides investment advisory and wealth-planning services to individuals, employer-sponsored retirement plans, institutions, trusts, and estates. The firm employs diversified, asset-allocation portfolios using institutional share classes, third-party manager evaluation, and risk-profiling technology to tailor client strategies.

Joseph Michaletz is a financial advisor with DAI Wealth, LLC in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with DAI Wealth since 2006 and previously worked at Concorde Investment Services and DAI Securities. Outside of his advisory role, Michaletz serves on the board of directors for First National Bank Minnesota and is involved in several business ventures including managing a shooting club and firearms-related enterprises. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platforms to tailor portfolios to client objectives, offering services through separately managed accounts, unified managed accounts, and other investment vehicles.

Bradley Connors is a financial advisor with LPL Financial in Waseca, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Investment Centers of America and ICA Group Wealth Management, and is the author of a book on retirement planning as well as a professional speaker. Connors also leads KC Holdings, Inc., a for-profit business established to run ICA operations. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

Benjamin Bernard is a financial advisor at Ascent Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and OSAIC before joining Ascent Advisors in 2025. Bernard is also licensed as an insurance producer, providing life and fixed insurance products alongside his advisory work. Ascent Advisors offers portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, with discretionary portfolio management governed by written Investment Policy Statements.

Jack Michaletz is a financial advisor at DAI Wealth, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Lewis Financial Group, L.C. and Concorde Investment Services, LLC. Michaletz is also involved with Waypoint Wealth Strategies, providing asset management services, and DAI Agency LLC, offering fixed life insurance, annuities, and long-term care insurance as part of client financial planning. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning to a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm utilizes multiple custodial platforms and third-party managers, combining fundamental and technical analysis to tailor portfolios to client objectives.

Johnathon Eykyn is a financial advisor at iWealth Financial, LLC with Series 66 registration and four years of industry experience. His prior work includes roles at Bosch and Geldner Underground, and he has been involved with the American Legion since 2018. iWealth Financial, LLC provides investment advisory and planning services to individuals, high-net-worth clients, trusts, retirement plans, and businesses. The firm offers tailored portfolio management using a variety of securities and analytical methods, with discretionary assets under management exceeding $230 million.

Anthony Workman is a CFP® with 39 years of industry experience, currently serving at Harbour Investments, Inc. since 2001 and operating Workman Retirement Planning, LLC since 2006. His other business activities include acting as an independent insurance agent specializing in equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, employing both fundamental and technical analysis to create customized strategies across multiple asset classes and investment vehicles.

Gretchen Rehm is a financial advisor with Lincoln Investment in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes roles at Horace Mann Investors and Capital Analysts prior to joining Lincoln Investment. Outside of advising, she serves on a local school board and a nonprofit foundation supporting schools. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations with a range of advisory and brokerage services, combining advisor-managed portfolios, third-party strategies, and proprietary model portfolios.

Matthew Norland is a CFP® professional with 19 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has previously worked at Investors Financial Group, LLC and LPL Financial LLC. Outside of his advisory role, he is a notary public. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base including individuals, trusts, and corporate clients. The firm offers portfolio management, financial planning, and access to various third-party asset management programs, utilizing a range of investment strategies tailored to client objectives.

Scott Weilage is a financial advisor with Integrity Alliance, LLC, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Park Avenue Securities, Harbour Investments, and Guardian Life Insurance, as well as leadership at Weilage Corporation and Weilage Insurance Group. Outside of advising, he serves as president of Weilage Holdings, LLC, a property management company, and Wealth Centers of America, a marketing organization for fixed insurance and annuity products. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, and retirement consulting using various portfolio strategies and access to multiple custodial platforms and third-party managers.

Todd Zimmermann is a financial advisor with Principal Financial Services in Mankato, MN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Principal Securities INC since 2016 and has worked at Principal Life Insurance Co. since 1998. Outside of his advisory role, he is involved in selling various health, life, dental, and long-term care insurance products, including Medicare supplement policies. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs through investment adviser and promoter arrangements.

Jeremiah Miller is a financial advisor with Principal Financial Services in Mankato, MN, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Principal Securities since 2016 and currently operates additional business activities related to selling and servicing group and individual health insurance products through JT Miller Financial LLC and Piprude Financial. Jeremiah also uses Pinnacle Wealth Partners as a marketing DBA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various investment adviser and promoter arrangements.

Bradley Johnson is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has worked at Commonwealth since 2012 and has been affiliated with Pratt, Kutzke & Associates LLP since 2001. Johnson is also the owner and president of Oak Branch Financial, LLC, a private entity involved in his securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services such as wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports advisors with operations, trading, technology, compliance, and practice-management resources.

Adam Neubauer is a CFP® with 11 years of industry experience. He has been with Edward Jones since 2014 and is based in Mankato, MN. 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 and offers a wide range of investment strategies and affiliated services through a large nationwide network of financial advisors and branch offices.

Michael Kittelson is a CFP® with 16 years of industry experience, currently affiliated with Cetera. His career includes roles at First Security Bank, First National Bank of Minnesota, and Wells Federal Bank. He serves on the investment committee and board of directors for the Mankato Area Foundation and is a board member of the Mankato Clinic Foundation. Cetera 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 discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, model portfolios, and third-party managed options.

Ryan Gustafson is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Servpro and American Express. Outside of his advisory work, he owns and operates XG Enterprises LLC, which includes ventures in web design, blogging, and content creation related to hockey and personal branding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 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.

Stacy Ewert is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her advisory career in 2025. She previously worked at NAU Country and Dufault CPA, each for five years, as well as Crop Risk Services for six years. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, access to model wealth portfolios, and third-party asset management programs.

Jacob Malz is a financial advisor at Edward Jones in Mankato, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Saint Peter Public Schools for thirteen years. He serves as a board member for Kids Corner Child Care Center in St. Peter, MN, where he helps make decisions for the facility his children attend. 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 broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Dawn Macht is a financial advisor with Ameriprise in Owatonna, MN, holding a Series 63 designation and having 21 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, primarily for clients with Ameriprise-managed accounts.

Brian Hansen is a financial advisor with Edward Jones in Waseca, MN, holding the Series 63 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Hansen coaches youth archery and is involved in a small farm operation focusing on land and habitat management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nyla Hagen is a financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward Jones since 1999 and holds a Series 63 designation. Outside of advisory work, she serves as Vice President and co-owner of Mairs Hagen LLC and is a consultant for a skincare and cosmetics business. Hagen is also a co-trustee of the Gerald Thor Revocable Trust. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

James Lewis is a CERTIFIED FINANCIAL PLANNER™ with 32 years of industry experience, currently advising clients at Ameriprise in Mankato, MN. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise is a large institutional firm serving individuals, particularly those approaching or in retirement with significant investable assets. The firm offers a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kaylee Phelps is a financial advisor at Edward Jones in Mankato, MN, holding CFP®, ChFC®, and Series 66 designations with seven years of industry experience. She joined Edward Jones in 2018 after working at Taylor Corporation from 2016 to 2018. Outside of her advisory role, she volunteers sorting clothing donations for children in need and participates in a local women's networking group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony James is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 14 years. Outside of his advisory role, he is involved in managing several holding companies and real estate ventures, including a vacation property shared with family members. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to generate advice, primarily for clients with assets in Ameriprise-managed accounts.

Bradley Davis is a financial advisor with LPL Financial in Mankato, MN, holding a Series 63 designation and 28 years of industry experience. His career includes roles at T.D. Waterhouse Inc. Services and National Planning Corporation. He also manages a health and life insurance business alongside his advisory work. 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 various non-advisory financial products.

Ryan Ludwig is a CFP® professional with 19 years of industry experience and has been with Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved with Block 11 Marshall, LLC, an apartment rental business based in Mankato, MN. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hoffman is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates a commercial real estate business based in Mankato, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Aaron Wurm is a financial advisor at Ameriprise with six years of industry experience and holds a Series 66 designation. He has been with Ameriprise since 2019 and previously worked in various roles including at Applebee’s Neighborhood Grill + Bar and Minnesota State University, Mankato. He is also engaged in outside employment as a financial advisor for DTK Enterprises LLC. Ameriprise offers a retirement-income planning service focused on individuals near or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers recommendations through a centralized retirement-income consulting team.

Jordan Carver is a Series 66-licensed financial advisor with Edward Jones in Mankato, MN, where he has been practicing since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as a volunteer firefighter with the North Mankato Fire Department and is a worship leader at Riverridge Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Jonah Drake is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Creighton University's Career Center and Minnesota Valley Action Council. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers these services through a centralized consulting team.

Jacob Butterfield is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he operates the shot clock for Waseca High School basketball games. 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 personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Kristen Pinette is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. She has worked with various Cetera entities since 2013 and owns Kristen R Pinette CPA Inc., a tax preparation and planning firm. Outside of advising, she serves as a power of attorney for a family member and holds a life and annuities insurance license. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

Kevin Walter is a financial advisor with Ameriprise in Waseca, MN, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Walter serves on the board of the Waseca Area Foundation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that delivers non-discretionary, research-driven recommendations and integrates tax-efficient strategies with a focus on assets managed within Ameriprise accounts.

Sandra Abild is a financial advisor with Ameriprise in Mankato, MN, holding a Series 66 designation and 12 years of industry experience. She worked at Ameriprise Financial Services, Inc. from 2013 to 2020. Outside of her advisory role, she is involved with DTK Enterprises LLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets. The firm combines research and modeling with tax-efficient strategies to deliver personalized, non-discretionary retirement income recommendations.

Kimberly Borst is a financial advisor with Edward Jones in Waseca, MN, holding a Series 66 designation and 11 years of industry experience. She has worked at Edward Jones since 2019 and previously was employed with Concorde Investment Services, LLC and Discipline Advisors, Inc. from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Hanson is a CFP® professional with 26 years of industry experience. He is currently with LPL Enterprise and has spent much of his career at Prudential Insurance Company of America and Pruco Securities, LLC. Hanson is also a commissioned notary public in Waseca, MN. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, third-party asset management programs, and a broad range of securities and insurance products.

Jennifer Seys is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked in education and direct sales roles, including positions at Mankato Area Public Schools, St. Clair Public School, Monat Global, and Rodan + Fields. 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 large network of financial advisors and branch offices across the United States.