Eric Halverson is a CFP®-designated financial advisor with Edward Jones in Caledonia, MN, with nine years of industry experience. He previously worked at Merchants Bank for nine years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at Cashton Vet Clinic, Jenkins, Stittleburg and Menn Law Office, and Duluth Trading Co. She also has a longstanding association with Primerica Financial Services since 2000. Outside of advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a firm that provides a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies managed by third-party asset managers.

Gabriel Hicks is a CFP® with 26 years of experience, currently serving as a financial advisor at Raymond James Financial in La Crosse, WI. His career includes roles at Wells Fargo Advisors and ongoing involvement with First Lutheran Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and also offers municipal advisory services and specialized employer consulting programs.

Todd Olson is a financial advisor with Edward Jones in Onalaska, WI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Edward Jones since 2008. Olson is a shareholder owning 17% of Safety Monster LLC, a manufacturing business based in Edina, MN, although the business is currently inactive. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Flanagan is a financial advisor with Osaic, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Osaic Wealth in 2023, he spent 30 years at Royal Alliance Associates, Inc. He is also the owner of Flanagan Financial, Inc., and serves on the board of the Riverland Endowment Trust and Bethany Lutheran Homes, reflecting involvement in nonprofit governance. Additionally, he leads Functional Biosciences, Inc., a company specializing in DNA sequencing and related services. Osaic Wealth, Inc. serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to create portfolios across various asset classes.