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Ronald A

Series 63

Maple Grove, MN

Cetera

Ronald Aho is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 63 designation and has worked with firms including Avantax Advisory Services and ASR Consulting Group. Outside of his advisory role, he owns a prepaid legal services business and participates in multi-level marketing activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy S

CFP®, Series 66

Big Lake, MN

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Wade S

Series 63, Series 66

Maple Grove, MN

Wells Fargo Advisors

Wade Schuknecht is a financial advisor with Wells Fargo Advisors in Maple Grove, MN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns Maple Grove Wealth Advisors LLC, a financial practice based in Maple Grove. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Raymond M

Series 63, Series 66

St. Michael, MN

Ameriprise

Raymond Messenbrink is a financial advisor with Ameriprise in St. Michael, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide non-discretionary, written recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Willson B

Series 66

Monticello, MN

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retirement income strategy General retirement planning Founder/Business Owner
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Amanda J

Series 63, Series 65

Corcoran, MN

Fidelity

Amanda Johnson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She specializes in long-term retirement cash-flow planning, risk management, tax-efficient investment strategies, and estate plan considerations. Amanda works closely with her clients, focusing on collaborative relationships to understand their unique goals and design personalized financial roadmaps. Her professional experience spans over a decade in the financial services industry. Prior to her current position, Amanda served as Vice President of Financial Planning and Financial Advisor at LGM Wealth Management - LPL Financial from 2021 to 2023. She has also held senior financial advisory roles at Secured Retirements and Lurie Wealth Management, as well as a private wealth management position at Integrated Equity Management. Early in her career, she worked as a Registered Representative at New England Financial. Outside of her professional life, Amanda enjoys concerts, cooking and baking, family activities, exploring food as a foodie, golf, and traveling.

Retirement income strategy Income planning Tax-loss harvesting General estate planning guidance
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Jena C

Series 66

Buffalo, MN

Edward Jones

Jena Cox Backes is a Series 66-credentialed financial advisor with Edward Jones in Buffalo, MN, where she has worked for seven years. In addition to her advisory role, she is an ordained minister and teaches group fitness classes at the Becker Community Center and YMCA. She also has a long-standing involvement with Young Living as a product distributor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mark N

Series 63, Series 65

Maple Grove, MN

LPL Financial

Mark Nohrenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Pontem Financial, LLC and Waddell & Reed Inc. He has served on the Meadows Child Development Center Parent Advisory Board. 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.

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

Series 66

Buffalo, MN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mike S

Series 66

Albertville, MN

OSAIC

Mike Senechal is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. He has worked at several firms, including Securities America Advisors and Securian Financial Advisors. Outside of his primary role, he serves as a trust officer and investment advisor representative for Bravera Wealth Planning + Investing. OSAIC is a large institution serving a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization strategies supported by various risk assessment and management tools.

Annuities Private / alternative investments
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Anthony G

Series 63

Maple Grove, MN

Mass Mutual Investors Services

Anthony Gleason is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 designation and has worked at MML Investors Services, Inc. since 1994 and Mass Mutual Life Insurance Company since 1991. Outside of advising, he is involved in life and health insurance sales and owns a property management business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Thomas S

CFP®, Series 66

Buffalo, MN

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tobin H

Series 63, Series 65

Elk River, MN

Cetera

Tobin Hempel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Cetera since 2007 and owns Hempel Tax and Financial, a tax preparation and financial services business. Additionally, he serves as vice president and tax preparer at Hempel Income Tax Service, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daniel K

Series 63

Maple Grove, MN

Primerica Advisors

Daniel Kolander is a financial advisor with Primerica Advisors in St. Michael, MN, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1988 and with Primerica Financial Services since 1986. Outside of his advisory role, he is involved in business activities related to investment products and home services referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and utilizes a due-diligence consultant and BNY Mellon Advisors for portfolio implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jerron M

Series 63, Series 65

Otsego, MN

Thrivent Investment Management

Jerron Mc Donald is a financial advisor with Thrivent Investment Management in Otsego, MN, holding Series 63 and Series 65 credentials with four years of industry experience. Prior to joining Thrivent in 2021, he worked for Luther Automotive Group from 2014 to 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Business ownership considerations
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Sirius H

Series 66

Maple Grove, MN

Cetera

Sirius Harrison is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2025 and has a background that includes work at MFG Financial Advisors and a long-term involvement with Red Bench Bakery. Outside of finance, he has experience with Eden Prairie Schools. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting a variety of program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mark R

CFP®, ChFC®, Series 66

Buffalo, MN

Edward Jones

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.

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Travis P

Series 66

Maple Grove, MN

Edward Jones

Travis Peterson is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo, Sniezek Group Agency, and US Bank. 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 and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Founder/Business Owner Intergenerational Families
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Joshua O

Series 66

St Michael, MN

LPL Financial

Joshua Otto is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in various school districts for over a decade. Outside of advising, he also works as a delivery driver for Door Dash. 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 third-party asset management, utilizing both discretionary and non-discretionary strategies.

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

Series 66

Saint Michael, MN

OSAIC

Andrew Greene is a financial advisor at Osaic Wealth with 12 years of industry experience and holds a Series 66 designation. He has worked previously at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Outside of his advisory role, Greene is president of Northpointe Wealth Management, where he offers traditional fixed insurance products, and he is involved in managing a member-owned hunting property in northern Minnesota. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and non-HNW investors, offering brokerage and advisory services through various programs such as comprehensive financial planning and Unified Managed Accounts. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and third-party platforms.

Annuities Private / alternative investments
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