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.

Paul Goenner is a financial advisor with BFC Planning, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining BFC Planning in 2018, he worked at Securities Management & Research, Inc. and ProEquities, Inc. Goenner serves as treasurer for the Township of Clear Lake and the St. Marcus Cemetery Board, managing treasury functions for both local organizations. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and institutional platforms, employing a range of investment strategies primarily involving stocks, bonds, mutual funds, and ETFs.

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.

Adam Larson is a financial advisor at Empower Advisory Group with experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 credentials and has worked in the financial industry since 2021. Prior to his financial career, he held positions at Best Buy and Adidas. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.