Laurie Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She previously worked at Capital Financial Services, Inc. for 16 years before joining Calton & Associates in 2019. Outside of her advisory role, she serves as president of Investment & Insurance Services of New Ulm, Ltd., where she is responsible for recommending and servicing insurance products. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a range of investment programs and combines advisory services with commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and a broker-dealer.

Travis Braulick is a financial advisor with Calton & Associates, Inc. in New Ulm, MN, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Bankers Life Securities and Capital Financial Services, Inc. He is also the owner of Travis Braulick Financial, a non-investment related S corporation used as a sweep account for monthly income, and serves as an agent with United Life. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers both discretionary and non-discretionary management options and employs multiple program structures, combining brokerage and insurance services alongside advisory fees.

Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.

Jill Berdan is a financial advisor with Edward Jones in New Ulm, MN, holding a Series 66 credential and having 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as secretary and treasurer for DISTINCT PROPERTIES, LLC, a real estate rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Josef Warta is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. His background includes roles outside finance such as bartending at August Schell's Brewing Company and New Ulm Country Club, as well as involvement with the New Ulm Chamber of Commerce steering committee and board membership at Numas Haus. Cetera Investment Advisers serves a diverse client base including individuals, 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, combining retirement capabilities with a broad trust and institutional platform.

Kevin Larson is a financial advisor with LPL Financial in N. Mankato, MN, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Family Insurance from 2016 to 2021. He is also involved with Frandsen Bank and serves as an agent with Frandsen General Agency. 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 supports its advisors with an in-house Research team and offers a range of investment options from model portfolios to customized discretionary arrangements.

David Milbrath is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2017. He has been involved with Prairie Plans Asset Management since 1991 and previously worked at Investment Centers Of America, Inc. from 1991 to 2017. Outside of his advisory work, he owns agricultural businesses including cattle feeding operations and a quarry, and holds roles in insurance agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jordan Milbrath is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following two years at Investment Centers of America, Inc. Outside of his advisory role, Milbrath serves as a volunteer firefighter in Springfield, MN. 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 wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Nicholas Thom is a financial advisor with LPL Financial in New Ulm, MN, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2017 before joining LPL Financial, where he has been since 2017. Thom is also involved in Alpha Insurance Brokerage, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a broad client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Nathan Windschitl is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Woodbury Financial Services, The O. N. Equity Sales Company, Ohio National Financial Services, and Woodmen Accident and Life. He serves as a board member for the Shakopee Lions Club. 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 utilizes a comprehensive investment process combining risk-tolerance assessments and portfolio optimization tools, offering access to a wide range of investment products and third-party managers.

Scott Blumhoefer is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. Prior to his advisory roles beginning in 2021, he spent 15 years at Heartland Corn Products. Outside of his advisory work, he is a strategic business consultant at CarlsonSV LLP and sells fixed insurance products as an insurance agent. 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 and fiduciary services alongside access to third-party money managers and utilizes a combination of advisor-managed accounts and firm-sponsored model portfolios.

William Ries is a financial advisor at Edward Jones with 21 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2004. Outside of his advisory role, he owns a rental property in Sleepy Eye, MN. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

John Mueller is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He previously worked at Investment Centers of America, Inc. for 14 years before joining LPL Financial in 2017. Mueller is also involved with Prairie Plans, Inc., a firm offering life insurance, fixed annuities, and long-term care insurance products. 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 supports its investment advice with an in-house research team and offers a wide range of delivery options, from financial planning to third-party asset management, combining advisory operations with insurance and credit services.

Amy Pearson is a financial advisor with Thrivent Investment Management in New Ulm, MN, holding a Series 66 credential and nine years of industry experience. She has been with Thrivent Financial and its investment management division since 2016. Outside of her advisory role, she assists with budgeting, record keeping, and administrative tasks at a local tanning salon owned by her family. 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 offers integrated planning and managed-account options while maintaining separate services and emphasizes comprehensive planning across retirement, tax, estate, and special needs matters.

Derek Shaver is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at LPL Financial and SII Investments, Inc., and has been affiliated with Bank Midwest for 18 years, where he also serves as an insurance agent. Shaver is involved with Midwest Wealth Group as an associate and employee. Raymond James Financial Services Advisors serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Steven Friese is a financial advisor with Stifel in New Ulm, Minnesota, holding a Series 66 designation and having eight years of industry experience. He previously worked at AgQuest Financial Services, Inc. from 2010 to 2017 before joining Stifel in 2017. Outside of his advisory role, he is a notary public registered with the Minnesota Secretary of State. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

Lisa Peterson is a financial advisor at Stifel with 20 years of industry experience, having been with the firm since 2006. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she is a member of Larson & Lammers LLC, an entity unrelated to investment activities. Stifel serves a diverse range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses used as a basis for client decisions.

Eli Samuelson is a financial advisor at LPL Financial in Springfield, MN, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northwestern Mutual and has a background in education at Augustana University and Comfrey Public School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan sponsors. The firm offers a range of investment solutions supported by in-house research and a large network of adviser representatives.

Jackelyn Gieseke is a financial advisor at Edward Jones in New Ulm, MN, holding a Series 66 designation with eight years of experience. Prior to joining Edward Jones in 2018, she worked at Drs. Akre and Clark from 2015 to 2018. Since 2024, she has also been involved with Card My Yard. 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 range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Drew Dauer is a financial advisor at Edward Jones in New Ulm, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Surfacing Solution from 2020 to 2024 and at Snell Motors from 2011 to 2020. 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 broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Buskey is a CFP®-credentialed financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he owns a rental property in Shakopee, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and $1 trillion in assets under management.

Christopher Jensen is a CFP® certified financial advisor with Edward Jones in New Ulm, MN, and has 24 years of industry experience. He has been with Edward Jones since 2001. 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 range of investment strategies and affiliated services through a nationwide network of over 23,000 advisors.

Tim Reinke is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2006, totaling 19 years of industry experience. His tenure with Thrivent Financial For Lutherans also began in 2006. Outside of his advisory role, he serves as a board director and treasurer for nonprofit organizations in New Ulm, Minnesota, including Oak Hills Living Center and its Memorial Foundation, and participates in several community and charitable efforts. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning. The firm offers planning engagements separate from portfolio management and serves clients through a network of financial advisors.

Jared Hoscheit is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and previously worked at Cambria and Minnesota State Hospital. Outside of his advisory work, he serves as treasurer on the board of NUMAS Haus, a transitional housing program in New Ulm that supports single mothers and children experiencing homelessness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or discretionary trading authority.

John Mielke is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Investment Services, INC. He also operates Mielke Accounting, a tax preparation and accounting firm. Additionally, he serves on the board of elders at St. John's Lutheran Church. 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.

Daniel Schmid is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 63 credential and has worked at LPL Financial since 2018, following nine years at Invest Financial Corporation and over two decades operating Schmid Financial Services LLC. Outside of his advisory work, he is the owner of Sleepy Eye Brewing Company. 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 portfolio management options supported by an in-house research team and a large network of investment adviser representatives.

Michael Benz is a Series 66-licensed financial advisor with Edward Jones in New Ulm, MN, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he works as a sports tour representative for Sports Tours International, assisting Chicago Marathon travelers with race-related events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Blair Folkens is a financial advisor with LPL Financial in Sleepy Eye, MN, holding a Series 66 designation and 11 years of industry experience. He previously worked at Invest Financial Corporation from 2014 to 2018 before joining LPL Financial. Outside of his advisory role, he is a business owner of Sleepy Eye Brewing Company and serves as a board member and game official for the Minnesota High School Football League. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, 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 activities such as insurance and annuity sales.

Lawrence De St. Croix III is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Company, Inc. since 2022. His prior experience includes roles outside the financial industry, including a decade with Hopkins High School Band and Shoesters, Inc. Stifel serves a broad range of clients—including individuals, institutional investors, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jeremy Penkert is a CFP®-credentialed financial advisor with six years of industry experience, currently affiliated with Raymond James Financial in New Ulm, MN. He previously worked at LPL Financial, LLC, and Bank Midwest, among other firms. Outside of his advisory role, he umpires youth baseball games. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and investment recommendations through a combination of brokerage, advisory accounts, and outside managers.

Cole Ranweiler is a financial advisor with Thrivent Investment Management and holds a Series 66 credential. He has been with Thrivent Investment Management since 2024 and previously worked in related roles at Thrivent Financial. Outside of advisory work, he is involved in a family business producing restoration car parts and manages a commercial property in downtown New Ulm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without portfolio management or discretionary trading authority.