Jesse Johnson is the sole advisor at Johnson Capital Management, LLC in Big Lake, MN, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has led his independent firm since 2008. Johnson Capital Management provides discretionary investment management and personalized financial planning primarily for individuals and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis across a range of strategies, including uncovered option writing, and manages accounts on a discretionary basis with quarterly reviews.

Erik Dodds is a financial advisor with Whitwell Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner of Crown Wealth Management, LLC, an insurance agency, and also manages ERD Consulting, LLC, which holds ownership of Canyon Ridge Group, LLC. Additionally, he is involved in several other business ventures, including Concentric Investment Opportunities, LLC and Seeds in Soil, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities within defined strategies, combining fundamental, technical, and macroeconomic analysis, and supports affiliated advisers through operational and compliance oversight across multiple offices.

Aslam Mukhtiar is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. He has worked at AlphaCopia Investments LLC since 2021 and previously spent eight years at U.S. Bank. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach using a variety of instruments and operates as an exempt commodity pool operator, managing an exempt hedge fund/private pooled vehicle for qualified clients.

Bryan Pattee is a financial advisor at AlphaCopia with a Series 65 designation and three years of industry experience. His prior roles include positions at US BANK and SIOL Wealth Advisors, LLC. AlphaCopia is a state-registered investment adviser managing approximately $44 million for a small client base, offering discretionary portfolio management and wealth planning to individuals, institutions, trusts, and business entities. The firm employs a tactical allocation approach combining fundamental and technical analysis and manages accounts on a discretionary basis, including the use of derivatives and alternative investment vehicles.

Andrew Bowman is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at Independent Financial Group, LLC, Annandale School District, and Hoffman Construction. Outside of advising, he has served as an administrative assistant. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside fixed-fee financial consulting services.

Stephen Garvin is a financial advisor with Sandhill Investment Management in Buffalo, MN, holding the Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Sandhill since 2013. Outside of his advisory role, Garvin is involved in several business ventures, including ownership of a family apple orchard and participation as a limited partner in a restaurant. Sandhill Investment Management serves individual and high-net-worth investors, institutions, retirement plans, and trusts, providing discretionary and non-discretionary portfolio management, model delivery for UMA programs, and sub-advisory services. The firm employs a research-driven investment process focused on fundamental analysis and valuation, generally pursuing long-term equity positions and cyclical entry points.

Daniel Dougherty is a Series 66 licensed financial advisor with over 10 years of industry experience. He has been with Dougherty & Associates Financial Advisors, Inc. since 2015 and is a 50% owner of the firm. The firm is a team-based registered investment adviser serving a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. Dougherty & Associates manages approximately $354 million across more than 1,000 client accounts, offering both discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and fixed income.

Lisa Geyen is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Dougherty & Associates and Independent Financial Group during her career. Geyen also assists in compliance activities for the firm. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $354 million across over 1,000 client accounts, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and fixed income.

Jared Holt is a financial advisor at Ascent Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors and Harbour Investments. Outside of his advisory role, he serves as CEO of Ascent Financial, an insurance and consulting business. Ascent Advisors provides portfolio management and advisory services to pension and profit-sharing plans, corporations, and individual investors. The firm uses a multi-method investment process combining fundamental, quantitative, technical, and charting analysis, and offers specialized consulting on Delaware Statutory Trusts and 1031 exchange planning.

Dillon Dougherty is a financial advisor at Dougherty & Associates Financial Advisors, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked primarily at Dougherty & Associates since 2015. In addition to his advisory role, he is a licensed insurance agent offering various insurance products. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, individual equities, and other securities.

Kerry Schmitz is a CFP® professional with 23 years of experience in the financial services industry. He has been with Dougherty & Associates Financial Advisors, Inc. since 2013 and also works with Independent Financial Group. Dougherty & Associates Financial Advisors, Inc. is a team-based registered investment adviser managing approximately $354 million across more than 1,000 client accounts. The firm serves individuals, retirement plans, trusts, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management with an investment approach that includes mutual funds, ETFs, equities, debt instruments, and other strategies tailored to client objectives and risk tolerance.

David Zumbusch is a CFP® professional with 31 years of industry experience, currently serving at Inspire Advisors, LLC since 2020. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. from 2002 to 2020 and has operated his own practice, LBZ Investments, since 2006. Outside of advising, he is involved in managing agricultural rental land and commercial office space with his wife. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs.

Beau Zumbusch is a financial advisor at Inspire Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. since 2015. In addition to his advisory role, Zumbusch is also engaged in insurance sales. 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 using proprietary scoring and screening tools and employs a range of investment strategies including index-based, strategic, and tactical allocations.

Kim Lillehaug is a CFP® professional with 29 years of experience in the financial services industry. She has worked at Berger Financial Group since 2020 and previously spent 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., as well as two years with Purshe Kaplan Sterling Investments, Inc. Berger Financial Group provides wealth management, financial and retirement planning, succession planning, income tax planning, and retirement plan consulting for a diverse client base including individuals, high-net-worth families, trusts and estates, businesses, corporate executives, and retirement plans. The firm employs discretionary portfolio management with an Investment Committee that focuses on fundamental analysis and primarily long-term strategies, and is principally owned by an Employee Stock Ownership Plan Trust with several Certified Public Accountants on staff offering tax services separate from investment advice.

Cory Ritter is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., based in Monticello, MN, and has three years of industry experience. He also serves as a partner at Schlenner Wenner & Co, CPA's, a full-service accounting firm where he manages tax and accounting services, and as manager of Monticello Equity Partners LLC. Ritter holds a treasurer role with the Monticello Chamber of Commerce & Industry. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management supported by an Investment Advisory Committee.

Scott Brodeen is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at Melaleuca since 2022, Freester.com from 2016 to 2023, Cabot Lodge Securities since 2013, and Paul A. Knier Inc. since 2008, where he also serves as an office manager. Outside of his advisory roles, Brodeen is a director at Melaleuca, engaging in non-investment related activities. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers portfolio advisory services, financial planning, and client education, using tailored investment strategies that combine fundamental and technical analysis with custom model portfolios and periodic monitoring.

Brian Thickpenny is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. In addition to his advisory role, he serves as CEO of Brian Thickpenny, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Hiedi Hendrickson is a CFP® professional with 26 years of experience in the financial services industry. She has been with OSAIC since 2024 and previously worked at Securities America Advisors Inc. from 2005 to 2024. In addition to her advisory role, she owns and manages an independent insurance agency specializing in fixed insurance products including health insurance and Medicare plans. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of programs and access to multiple custodial platforms.

Derek Larson is a financial advisor at Edward Jones in Buffalo, MN, with seven years of industry experience. He has held his current role since 2018 and previously worked for Suburban Manufacturing Group from 2013 to 2018. Larson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a large network of financial advisors and branch offices.

Megan Reichel is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of experience at the firm. Prior to joining Edward Jones, she held various roles including ownership and management positions in hospitality and event center businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies supported by a large national network of financial advisors.

Kurt Stein is a financial advisor at Edward Jones in Annandale, MN, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Jack Magrum is a financial advisor with LPL Financial based in Annandale, MN. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at Lake Central Bank and has experience in various positions including roles at Enterprise Rent-A-Car and O'Brothers Wine & Spirits. 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 delivers services through a large network of investment adviser representatives.

Steven Novacek is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in physical therapy and wellness and has been the head volleyball coach for Buffalo High School. He is also co-owner of NoMa LLC, a fitness business in Buffalo, MN. Edward Jones is a wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory services and investment strategies supported by a large national network of financial advisors and branch offices.

Luke Gagnon is a financial advisor with Ameriprise in Annandale, MN, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its affiliate since 2007. Outside of his advisory role, he serves as a football coach for the Annandale School. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Timothy Suchy is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. He has been with Edward Jones since 2014. 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 nationwide network of more than 23,700 financial advisors.

Willson Burggraff is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Monticello Country Club and Sears Holdings Corporation. 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 under management and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and fiduciary advisory services.

Eric Reiner is a financial advisor at Ameriprise in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2024, he worked for Beckhoff Automation LLC for 15 years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports focused on income sources, Social Security options, and withdrawal strategies.

Thomas Steidl is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He owns Steidlbros LLC, which provides payroll services, and serves on the Board of Directors for the Delano Athletic Club. Additionally, he volunteers pro bono CFP® services through the Angel Foundation’s Financial Cancer Care Program and the Coordinated Assistance Network, assisting veterans and military families. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver these services through a centralized consulting team in partnership with financial advisors.

Mark Rethman is a CFP® and ChFC® professional with 17 years of experience in the financial services industry, all of which have been with Edward Jones. He holds the Series 66 designation and is based in Buffalo, MN. 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 and advisory services under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Kloubec is a CFP® professional with 30 years of experience in the financial services industry. He has been with Ameriprise since 1993, currently serving as an advisor in Buffalo, MN. Outside of his advisory role, he serves as a committee chair on the board of Wright County Ducks Unlimited. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Robert Stark is a financial advisor at Edward Jones with seven years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at Skybridge Americas and Stauer. He serves as a board member for Spectrum High School in Elk River, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies under a fiduciary standard.

Eric Ebeling is a financial advisor with Thrivent Investment Management in Buffalo, MN, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliated entities since 2017 and previously worked at Marco Inc and Neil's Plumbing. Outside of his advisory role, he manages the finances of land enrolled in the Conservation Reserve Program. 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 but does not provide portfolio management for institutional clients, focusing instead on delivering written recommendations across a wide range of financial topics.

Joel Hillmann is a financial advisor with Thrivent Investment Management in Cokato, MN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of financial advisors. The firm provides holistic, goal-based financial planning across various topics, allowing clients to combine planning with managed accounts while keeping these services separate.

Brandon Walters is a financial advisor with Edward Jones in Buffalo, MN, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2014. Walters serves as a board member of Impact Christian Academy in Buffalo, MN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

John Volden Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Cetera and Lake Central Bank. 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 product offerings.

Michael Gagnon is a CFP® professional with 36 years of industry experience, currently advising at Ameriprise since 2020. He previously worked within Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Gagnon serves on the finance committee of St. Mary’s Catholic Church in Waverly, MN, and participates in local community baseball team activities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions.

Stefanie Swanson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she held roles in education and entrepreneurship, including positions at Swan River Montessori Charter School and Amata Salon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a nationwide network of over 23,000 financial advisors.

Cole Gagnon is a financial advisor with Ameriprise in Monticello, MN, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2025, he worked in various educational roles including positions with Scottsdale Unified School District, Pinellas County Schools, and Minnesota State University, Mankato. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored Recommendation Reports through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Matthew Feuling is a financial advisor at Edward Jones in Monticello, MN, holding CFP® and Series 66 designations with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked briefly at Country Financial and has been the owner of K&M Pallet LLC, a sales business, since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Jordan Kretsch is a CFP®-designated financial advisor with eight years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors, AIS Planning, and Financial Designs. Kretsch also operates a business under the name Riverstone Financial Group & Insurance Services. OSAIC is a large 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 portfolio management tools and access to multiple custodial platforms.

Nicholas Chihak is a financial advisor at Edward Jones in Monticello, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Abbott Laboratories from 2021 to 2024 and Boston Scientific Corporation from 2014 to 2020. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Cich is a financial advisor at RBC Capital Markets with 25 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client's risk profile.

Kenneth Basten is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. for 15 years. He is also the owner and manager of Kenneth J Basten LLC, a business unrelated to investment activities. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, combining research and modeling with tax-efficient strategies to deliver tailored retirement income recommendations.

Joshua Webskowski is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, LLC, AdvisorNet Wealth Partners, and operated Webskowski Accounting for 20 years. Outside of his advisory work, he is involved in debt management counseling and is the author of a tax-related book. Cetera Investment Advisers LLC serves a diverse client base including individuals, corporations, and institutions, offering portfolio management, financial planning, and retirement plan services through a large network of independent advisors. The firm provides investment solutions via firm-sponsored programs, advisor-created models, and third-party managers, supported by a complex affiliate network and extensive assets under management.

Samuel Kittock is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. His background also includes roles outside finance, such as positions at Little Caesars and Decorators Service Co. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team that provides non-discretionary, research-driven recommendations combining modeling, tax-efficiency analysis, and asset management. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Randall Berns is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at UBS since 2006 and also has a long tenure with Piper Jaffray Inc. Outside of his advisory role, Berns serves on the board of directors for the Annandale Lion Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.