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James B

Series 66

Rochester, MN

LPL Financial

James Bidwell is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018, with prior experience at Waddell & Reed Inc and various insurance agencies. Bidwell is also licensed as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various financial service offerings.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Sara T

CFP®, Series 63, Series 65

Rochester, MN

LPL Financial

Sara Tilberg is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial since 2021. She previously operated her own advisory practices and provided divorce financial consulting through Divorce Settlement Solutions, LLC. Outside of finance, she has experience in early childhood education and networking organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment models and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cynthia S

Series 66

Rochester, MN

LPL Financial

Cynthia Sheppard is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She previously worked at Sara Tilberg and Waddell & Reed Inc., and has been involved with the American Heart Association’s Go Red for Women initiative as well as the American Business Women’s Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Randi M

Series 66

Rochester, MN

LPL Financial

Randi Martens is a financial advisor with LPL Financial, holding a Series 66 license and nine years of industry experience. She has previously worked with firms including Sara L. Tilberg, LLC, and Waddell & Reed Inc. Outside of her advisory role, Martens owns a martial arts instruction business and a homemade products venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Justin B

Series 66

Rochester, MN

LPL Financial

Justin Bidwell is a Series 66-registered financial advisor with LPL Financial in Rochester, MN, bringing 11 years of industry experience. His prior roles include six years with Waddell & Reed Inc and various insurance carriers through W & R Insurance Agencies. Outside of his advisory work, he is involved with Take a Chance Enterprises LLC, a business entity for tax and investment purposes not related to his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel L

Series 66

Rochester, MN

LPL Financial

Daniel Lowis is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His prior roles include positions at Waddell & Reed, Edward Jones, and various insurance agencies. Outside of advising, he has been involved with Navar Financial, a business entity associated with his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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