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Mike S

Series 66

Albertville, MN

OSAIC

Mike Senechal is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked with firms including Securities America Advisors and Securian Financial Advisors. In addition to his advisory role, Senechal serves as a trust officer and is involved with Bravera Wealth Planning + Investing. OSAIC serves a diverse client base ranging from individual investors to institutions, offering a range of integrated brokerage and advisory services supported by multiple platforms and third-party solutions. The firm employs various portfolio construction tools and manages accounts on discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Holly C

Series 66

Blaine, MN

Cetera

Holly Clemence is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Cetera. She has prior experience at Equitable Advisors and New York Life Insurance Company. Clemence holds a board fiduciary position as Secretary for Women Entrepreneurs of Minnesota. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving 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 that includes affiliated and third-party model portfolios.

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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Derek B

CFP®, ChFC®, Series 66

Shoreview, MN

Edward Jones

Derek Blankenship is a CFP® and ChFC® affiliated with Edward Jones, with seven years of industry experience. His prior roles include positions at Wells Fargo Bank NA and SNS Financial Group, LLC. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning General estate planning guidance Inheritance planning General retirement planning Founder/Business Owner Executive LGBTQIA
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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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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) Liquidity event planning 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 with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services, SA Stone Wealth Management, Wells Fargo Advisors, Bank of America, and Merrill. Greene is president of Northpointe Wealth Management, LLC, where he offers traditional fixed insurance products, and he is also involved in managing a hunting property in northern Minnesota. OSAIC serves a diverse client base including retail investors, high-net-worth individuals, pensions, corporations, and charitable organizations, providing integrated brokerage and advisory services with a range of investment options and third-party management solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Gregory J

CFP®, Series 63

Maple Grove, MN

Ameriprise

Gregory Josewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 23 years. He is also the owner and CEO of PASJ LLC, a business established to manage his practice and related activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team and algorithmic tools to generate tailored recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Bradley K

Series 66

Coon Rapids, MN

Wells Fargo Advisors

Bradley Kustermann is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2013. He is also involved in private financial advising services through Bradley Kustermann LLC and holds ownership in Freedom Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

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

Series 66

Maple Grove, MN

Ameriprise

Brady Josewski is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Carlson School of Management and Anoka Ramsey Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

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

Series 63, Series 65

Coon Rapids, MN

Wells Fargo Clearing

Dmitry Bierker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and also has experience with Wells Fargo Bank, nA. Prior to his financial services career, he worked in the automotive industry. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Retired Founder/Business Owner
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Kathleen L

Series 66

Maple Grove, MN

OSAIC

Kathleen Leistikow is a financial advisor at OSAIC with nine years of industry experience. She holds a Series 66 designation and has worked at Royal Alliance Associates since 2017. In addition to her advisory role, she is involved with Brokerage Resources as a licensing specialist, assisting advisors with insurance carrier licensing. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to various managed account solutions. The firm utilizes asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nathaniel K

CFP®, ChFC®, Series 63, Series 66

New Brighton, MN

Edward Jones

Nathaniel Klauser is a financial advisor at Edward Jones in New Brighton, MN, holding CFP® and ChFC® designations with 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 65

Brooklyn Park, MN

Cetera

Keith Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at firms including VOYA Financial Advisors and Altitude Investment Management, and has been involved as an independent insurance agent focusing on fixed insurance product sales since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with options ranging from automated allocations to custom strategies.

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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Nicholas B

CFP®, Series 66

Coon Rapids, MN

Raymond James Financial

Nicholas Bednarczyk is a CFP® with 25 years of experience in financial advising. He has been with Raymond James Financial and its affiliate Raymond James Financial Services, Inc. since 2009 and previously worked at The MissionBridge Wealth from 2021 to 2024. Bednarczyk is also involved as an independent contractor with Anderson Financial Services, providing financial planning and investment services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary consulting using analytical and modeling tools and supports both advisory programs and institutional consulting through a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Lawrence T

ChFC®, Series 66

Elk River, MN

Cetera

Lawrence Tate is a financial advisor at Cetera with 26 years of industry experience. He holds the ChFC® and Series 66 credentials and has worked with firms including Cri Securities and Midwest Wealth Advisors. Outside of advisory roles, he serves on the board of a homeowners association in Clearwater, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated 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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Perry L

CFP®, Series 63, Series 65

Maple Grove, MN

LPL Financial

Perry Long is a CFP® credentialed financial advisor with 35 years of industry experience, currently with LPL Financial. He has previously worked at Arbor Point Advisors, Securities America Advisors, and Questar Capital Corporation, among others. In addition to his advisory work, he owns a business providing divorce mediation services and also works part-time as a photographer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

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

Series 63, Series 66

Coon Rapids, MN

Raymond James Financial

John Anderson is a financial advisor at Raymond James Financial Services Advisory, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 1999. Anderson also serves as president and board member of the Wayne W. Wittman Memorial Scholarship Fund, a nonprofit organization based in Coon Rapids, MN. 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 investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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