Kelly Perron is a financial advisor at Edward Jones in Eagan, MN, holding a Series 66 designation with three years of industry experience. She has worked at Edward Jones since 2016. Outside of her advisory role, Perron serves as a Brand Ambassador for Gray Duck Spirits, promoting their alcoholic beverages at regional events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Craig Wait is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in hospitality and entertainment sectors, including 15 years at Cara Irish Pubs. Craig is associated with Wings Financial Credit Union in addition to his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and various management strategies supported by in-house and third-party research.

Greg Lein is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leif Hagen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 2002. Outside of advisory work, Hagen operates an art gallery called Hagen Hus Gallery. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes a range of model portfolios, research, and technology-driven tools.

John Degelmann is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wings Financial Credit Union and CUNA Brokerage Services, with additional experience at Edward Jones. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Jeremy Steward is a financial advisor with Ameriprise in Farmington, MN, holding a Series 63 designation and 15 years of industry experience. He has been with Ameriprise and its related entities since 2011. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Joshua Waterman is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 66 credentials. He has 19 years of industry experience, including six years at Ameriprise Financial Services and four years with MassMutual. Outside of his advisory work, he serves as a firefighter with the Apple Valley Fire Department and is a board member of the Wyndemere Homeowners Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and various investment programs.

Matthew Brunner is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its affiliated entities since 2020. Prior to his financial services career, he was involved with Finnegans Brew Co. and Grandmas Restaurants Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account options under consolidated billing while maintaining separate service structures.

Nicholas Snow is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC, Sagepoint Financial, and Third Street Advisors, among others. In addition to his advisory work, he has outside employment with SB Nation, VOX, and Alpha Dog Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Kit Leary is a financial advisor with LPL Financial in Apple Valley, MN, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Leary has worked at LPL Financial since 2017 and previously at Nationwide Securities LLC. Outside of advisory work, Leary serves as an active trustee of the Leary Family Investment Trust and is an associate agent with Covenant Insurance Group Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, with discretionary and non-discretionary management, supported by proprietary and third-party research and technology.

Ann Meyers is a financial advisor with Edward Jones in Cannon Falls, MN, holding a Series 66 credential and seven years of industry experience. Prior to joining Edward Jones, she worked at the United States Postal Service and was involved with Cannon Falls Ambulance. Outside of her advisory role, she owns and manages two small businesses offering welding, snow removal, and property rental services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of advisors and branch offices.

Dallas Eldeen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Mary Marko Quinn is a financial advisor with Edward Jones in Savage, MN. She holds a Series 66 designation and began her financial services career in 2025. Prior to joining Edward Jones, she has experience working in various industries, including life and leadership coaching through her ownership of NSpire LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Paul Bayer is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2014. 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 without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Christopher Peterson is a CFP® with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Burnsville, MN and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Rhys Gailah 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 previously worked at Wells Fargo and USI Insurance Services and is also involved with Think Financial Planning in Edina, 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Josie Reichwald is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, she is a minority owner and treasurer of PRJR LLC, a business entity established for tax and payroll purposes. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver written, non-discretionary recommendations, often utilizing algorithmic automation reviewed by a dedicated oversight committee.

Timothy Missling is a financial advisor with Edward Jones in Burnsville, MN, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Edward Jones in 2026, he worked at Ameriprise Financial Services for eight years and Wells Fargo Company for four years. He serves as a trustee and fiduciary on the Winona State University Foundation's Finance Committee, Special Projects Committee, and Full Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated financial services.

Sandy Kelch is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Sandy worked for Pioneer Press/Media News Group for six years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Steven Swanson is a financial advisor at OSAIC with five years of industry experience. He holds the Series 66 designation and has worked previously at Thrivent Financial and Daikin Applied. Swanson serves as membership chair on the board of the Rotary Club of Lakeville, where he assists with member induction and club decisions. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party solutions to construct and manage customized investment portfolios.