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.

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 in Rochester, MN, holding the Series 63, Series 65, and Series 66 designations with 13 years of industry experience. Prior to joining Edward Jones in 2019, she worked at Clower Wealth Management and LPL Financial, and spent ten years at Affinity Plus Federal Credit Union and Cuna Brokerage Services. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Horntvedt is a financial advisor at Cetera with 17 years of industry experience and holds a Series 63 designation. His work history includes positions at F & M Community Bank NA, Alerus Financial, Home Federal Savings Bank, and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets.

Morgan Sledge is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has prior experience at Goldman Sachs and Spectral MD. Morgan also worked at Mirador LLC and has an academic background from Rhodes College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Nicholas Griffin is a financial advisor with Ameriprise in Rochester, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, he worked in hospitality management roles at Avra Hospitality and Raymond Management. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chad Durgin is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2003. Durgin also has a background in education, having worked with ISD 271 since 1999. 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 financial analyses and planning, allowing clients to combine planning with managed-account services under the consolidated WealthPlan option.

Matthew Buzzell is a financial advisor with RBC Capital Markets based in Rochester, MN. He holds a Series 66 designation and has 14 years of industry experience. His work history includes roles at RBC Capital Markets since 2011 and City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Dennis Bussian is a financial advisor with Ameriprise in Rochester, MN, holding CFP®, ChFC®, and Series 63 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of advising, he serves on the board of the Wabasha Community Foundation and is a managing partner of DNB Enterprises, LLC, which supports the operations of his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jacquelyn Notermann is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. Notermann is involved in 401(k) research and model development through her roles with Advanced Financial Consultants and Bigler Financial Services. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kirk Boyum is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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, operates under a fiduciary standard, and is notable for its extensive national network of advisors and branch offices.

Kayla Shelstad is a financial advisor at Edward Jones in Zumbrota, MN, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she worked at BlueStem Wealth Partners and has held various roles including positions at Goodhue County and Liberty Tax Service. 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 large nationwide network of financial advisors and branch offices.

Jodi Hruska is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2016. Outside of her advisory role, she is co-owner of Ikigai Operations LLC, where she provides leadership and strategic direction. Ameriprise offers retirement-income planning services tailored for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Shull is a financial advisor at Edward Jones in Rochester, MN, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. In addition to his advisory role, he is a silent owner of a skateboard company and serves as a ministry director and deacon at a local church, working with young adults and the church leadership team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. 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.

Leland Shaw is a financial advisor with Primerica Advisors in Rochester, MN, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he receives non-investment related compensation for referrals involving home security, automation products, and loan products 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail client portfolios rather than institutional pension or profit-sharing plans.