Donna Loeffler is a Series 66 licensed financial advisor with Edward Jones in Rochester, MN, where she has 13 years of industry experience. She has been with Edward Jones since 2013. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Hines is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and two years of industry experience. He has worked with Raymond James since 2024 and has a background in banking from his long-term role at Think Mutual Bank. Outside of his advisory work, Hines serves on the Finance Committee and Board of The Open Door Food Pantry, a nonprofit organization. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized municipal advisory services and innovative employer plan consulting programs.

Lawrence Denny is a financial advisor with RBC Capital Markets in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining RBC in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2011 and 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies that incorporate both in-house and third-party investment managers, providing a range of portfolio management, financial planning, custody, and brokerage services.

Adam Hunt is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and six years at the firm. Prior to joining Ameriprise, he worked at DHL Supply Chain for two years and Menard Inc. for three years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on tax-aware withdrawal strategies and dependable income sources for those approaching or in retirement. The service provides written Recommendation Reports and ongoing planning advice, leveraging internal research and third-party data to guide asset allocation and Social Security claiming decisions.

Scott Carlson is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments, LLC. Outside of his advisory role, he serves as Vice President at Revelation, a women’s boutique in Decorah, Iowa. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary methodologies developed by its Investment Strategy Group.

Natalie Norman is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2009. Outside of her advisory role, she is a commissioned notary public in the state of Minnesota. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodology from its Investment Strategy Group, offering client-focused asset allocation and financial planning analyses.

Benjamin Farrell is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has prior experience with Waddell & Reed Inc and various insurance carriers. Outside of his advisory work, he creates content as a YouTuber and works as an Uber Eats driver. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shauna Eastlee is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her career has been primarily with Thrivent and its affiliated entities since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Beise is a financial advisor with LPL Financial in Rochester, MN, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Waddell and Reed, Inc. and was involved with various insurance carriers through W & R Insurance Agencies. 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 provides a range of advisory and brokerage services, including financial planning and access to multiple investment platforms through a network of more than 22,800 advisors.

Lynn Dewitz is a financial advisor with Ameriprise in Rochester, MN, holding a Series 63 designation and 36 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Mark Sebring is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2009. Outside of his advisory role, he serves as the chairman of an independent school district board and is vice president of a craft brewery. Stifel serves a broad range of individual and institutional clients, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Bruce Timmerman is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 2006. Outside of his advisory role, he is president and treasurer of Hillside Hideaway LLC, which owns commercial property in Rushford, Minnesota. 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 through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, with fiduciary standards and additional affiliated services such as trust and securities-based lending.

Glen Hemann is a CFP® professional with 28 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and Cetera. Outside of his advisory work, Hemann is involved in community organizations, serving on the Pine Island Chamber of Commerce Board and as president of the Pine Island United Fund, and he is also employed at an accounting firm specializing in tax preparation. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Jordan is a financial advisor with Thrivent Investment Management in Rochester, MN. He holds the Series 66 designation and has four years of industry experience. He currently serves as Vice-President of Our Savior's Lutheran Church, where he assists the president and participates in the Business and Finance Committee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning across a wide range of topics without discretionary trading authority, offering clients the option to integrate planning with managed-account programs under consolidated billing.

Parker Peterson is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Target for six years. He is also involved with Ikigai Operations LLC as an associate financial advisor managing an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Andrew Neumann is a financial advisor with Thrivent Investment Management in Rochester, MN. He holds a Series 66 designation and has two years of industry experience. Prior to joining Thrivent, he worked in public education for several years. Neumann is the sole owner of Harvest Workers, LLC, a nonprofit entity that manages equipment and donations for local ministry work. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Dean Larson is a CFP® professional with 37 years of industry experience, currently affiliated with Stifel Nicolaus & Co., Inc. since 2003. He is based in Rochester, MN. Outside of his advisory work, he owns and operates a cattle company and is involved in timber and firewood sales. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services with a proprietary methodology developed by its Investment Strategy Group.

Kylie Strum is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has worked with RBC Capital Markets since 2008, alongside a role at City National Bank since 2019. Outside of her advisory work, she serves as Vice President of the Stewartville Basketball Booster Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on clients’ risk profiles and integrating in-house and third-party investment managers.

Heather Fredrickson is a financial advisor with Ameriprise Financial Services in Rochester, MN, holding a Series 63 designation and 27 years of industry experience. She worked at Ameriprise for 21 years from 1999 to 2020. Outside of her advisory role, she has involvement as a co-owner in real estate businesses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning and ongoing advice through a written Recommendation Report based on proprietary research, third-party data, and algorithmic tools.

Lisa Faiella is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her previous roles include positions at Clower Wealth Management, LPL Financial, Affinity Plus Federal Credit Union, and Cuna Brokerage Services, Inc. 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 investment strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.