Josh Dascher is a financial advisor with Thrivent Investment Management in Rochester, MN, holding a Series 66 designation and six years of industry experience. Prior to joining Thrivent in 2020, he was self-employed and worked at Augsburg University and the Mayo Clinic. Outside of finance, he serves as a game official for NCAA football as well as high school football and basketball. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach focuses on holistic, goal-based analyses addressing topics such as retirement, tax, estate, and special needs planning, with an option to combine planning and managed-account services under a consolidated billing program.

Jason Tlougan is a financial advisor at Ameriprise with two years of industry experience. He previously worked at Wells Fargo Bank from 2018 to 2022. Outside of his advisory role, he manages an advisory business through DNB Enterprises, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Kathleen Allison is a financial advisor with Morgan Stanley in Rochester, MN, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 2000. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools, including Monte Carlo simulations and secular return estimates from its Global Investment Committee.

Darien Timmerman 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 at CHS Inc, Robert Half Corporation, and TARGET. 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 and strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Tracy Dohlman Majerus is a financial advisor with Raymond James Financial in Rochester, MN, holding a Series 66 designation and three years of industry experience. She is also associated with Think Financial Planning and Think Mutual Bank, where she supports the financial planning department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, utilizing tailored, non-discretionary planning and advanced analytical tools.

Diane Grube is a financial advisor at RBC Capital Markets with seven years of industry experience. She has been with RBC Capital Markets, LLC since 2016 and previously worked at Crenlo. She holds the Series 66 designation. 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 various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Daniel Petersen is a financial advisor with Ameriprise in Rochester, MN, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Commonwealth Financial Network and Think Mutual Bank. Petersen serves as Secretary on the Board of Directors for the Windamere Woods Homeowners Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Olson is a financial advisor with Morgan Stanley in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory work, Olson serves on the volunteer board of Season's Hospice, supporting leadership and strategic planning for the organization, and is involved with a charitable foundation focused on humanitarian and economic assistance. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools to model outcomes, serving in an advisory capacity without providing individual security recommendations as part of standalone plans.

Brianne Roy is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has worked with firms including Somerby and Stifel prior to joining RBC. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Jana Holst is a financial advisor with Morgan Stanley in Rochester, MN, holding a Series 63 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering comprehensive financial planning supported by firm-approved tools and a range of investment programs.

James Marquardt is a financial advisor at RBC Capital Markets with 38 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining RBC in 2025, he worked at Trimarq, LLC and Raymond James Financial Services, among other roles. Outside of his advisory work, he serves on the board of directors for the Dodge Center Housing and Redevelopment Authority and Grace Lutheran Church. RBC Wealth Management provides a range of advisory programs serving individual investors, institutional clients, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios with various options for rebalancing, tax management, and responsible investing.

Paul Kom is a financial advisor at Edward Jones in Rochester, MN with six years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Northwestern Mutual Life and has experience in the hospitality sector with various restaurants. 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, supported by a nationwide network of financial advisors and branch offices.

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.

Christina Mielke is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel in 2024, she spent 11 years at Land O'Lakes, Inc. She serves on the board of Senior Citizen Services Inc., a social and fitness facility for adults aged 18 and older. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Alexander Lair is a financial advisor with Ameriprise in Hayward, MN, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, Lair is involved in farming activities on Lair Farms. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to support its advisory process while offering a broad range of financial and insurance solutions.

Steven Farrell is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. His career includes long-term roles at Waddell & Reed, Inc. and various insurance carriers, as well as operating his own advisory entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a wide range of investment options.

Chelse Ehni is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at WSB, LLC for eight years, as well as ProEquities Inc and Full Circle Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

William Sloan is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 38 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is based in Rochester, MN. Mass Mutual 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, employing firm-approved software and collaborative planning methods.

Catherine Olson is a financial advisor at Morgan Stanley in Rochester, MN, holding a Series 66 designation with three years of industry experience. She has been with Morgan Stanley since 2009. Outside of her advisory role, she is involved in property ownership related to real estate. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Zenon Kuzyk is a financial advisor at RBC Capital Markets with 10 years of industry experience. He previously worked for nine years at Morgan Stanley Private Bank. Kuzyk serves on the board of the Rochester Community and Technical College Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.