Julie Eide is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with financial advisors.

Erik Pace is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Gradient Securities, LLC, Ascentium Insurance Solutions, and Ameriprise, among others. 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 services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Adam Dwyer is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill, Ameriprise Financial Services, UBS, and PFG Advisors, LLC. Outside of finance, he has been involved with the Faribault Referee Association for over 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios and investment strategies.

Jason Eide is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2024. He holds the Series 63 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement, education, risk management, and specialized services that require specific credentials.

Karl Pawlowski is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he has involvement in commercial real estate business ownership in Shakopee, MN. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-based modeling and tax-efficient strategies to generate personalized recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jason Hombach is a financial advisor with Edward Jones in Jordan, MN, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Graham Kuehner is a Series 66-licensed financial advisor with Ameriprise in New Prague, MN, where he has worked since 2017. He has seven years of industry experience, including six years at Coca-Cola Bottling Company United prior to joining Ameriprise. Outside of his advisory role, he serves on the board of the New Prague Golf Course and participates in the Girls Hockey Development Committee, which focuses on player and coach development. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joseph La Rue is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked previously at Baird, RBC Capital Markets, and Cambria. In addition to his advisory role, he is a registered team member managing an advisory business at BDLR Group, Inc. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Kuehner is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2007 to 2020. Kuehner serves on the advisory council for St. Wencelasus School in New Prague, MN. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and systematic analysis to deliver customized retirement solutions through a centralized consulting team.

Christopher Curry is a financial advisor with Ameriprise in New Prague, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he spent 19 years at Mars Carpet Sales. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily focusing on assets held within Ameriprise-managed accounts.

Joshua Miller is a financial advisor with Edward Jones in New Prague, MN, holding a Series 63 designation and 21 years of industry experience. He has worked at Edward Jones since 2004. Outside of his advisory role, Miller owns and manages an office rental property. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sean Keating is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for St Peter Public Schools for 11 years, where he also serves as head boys basketball coach. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and offers additional services such as tax-efficient management and securities-based lending.

Tim Schuth is a financial advisor with Cetera, holding a Series 63 designation and having 25 years of industry experience. His career includes roles at Avantax Insurance Services, Avantax Advisory Services, and Schad, Lindstrand & Co. He serves on several nonprofit boards in Minnesota, including as treasurer of The Lutheran Home Association and vice president of St. John’s Evangelical Lutheran Church, and he owns a tax services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services with access to multiple investment managers and program structures.

Barbara Droher Kline is a financial advisor at Thrivent Investment Management with 15 years of industry experience. She holds a Series 66 designation and has worked at Thrivent since 2011. Outside of her advisory role, she serves as a public board member for the Minnesota Board of Pharmacy, providing advice and support related to pharmacy licensing and mental health advocacy, and works as a broadband consultant and lobbyist for the Minnesota Public Broadband Alliance, focusing on improving rural internet access. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering written recommendations on a wide range of financial planning topics. The firm provides goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option, while maintaining planning and portfolio management as separate services.

Daniel Follmuth is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its predecessor, American Express Financial Advisors Inc., since 2002. Outside of his advisory work, he serves as an instructor and coach for the game of curling with the City of Chaska. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kurt Sharp is a financial advisor with Ameriprise in Jordan, MN, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA before joining Ameriprise in 2020. He serves as Treasurer on the Board of Directors for Trinity Lutheran Church Council. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Paul Traxler is a financial advisor with Edward Jones in Le Sueur, MN, holding a Series 63 designation and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves on the advisory board of First Farmers & Merchants Bank in Le Sueur and is involved in a family-owned hunting ranch through Ten Point Ranch LLC. 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 and affiliated products, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Mark Theis is a financial advisor with Ameriprise in Shakopee, MN, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in commercial real estate ownership through partial ownership of a building in Shakopee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendations with ongoing tax-aware withdrawal strategies. The firm’s approach integrates proprietary research and third-party data within a defined investment framework.

Chad Hunt is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2018 and is involved with FAB Biosciences, a small bioscience startup developing a novel treatment for diabetes and obesity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary process utilizing proprietary research and algorithmic tools.

Brandon Kincade is a financial advisor with Ameriprise in Belle Plaine, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various roles across multiple industries, including positions at Minnesota State University, CVF Racing, and Winona State University. He is also involved with DTK Enterprises LLC as an associate financial advisor. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored retirement income recommendations.