Sam Steidl is a CFP®-certified financial advisor with Ameriprise, based in Alexandria, MN, and has 19 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Steidl serves as president of the Cardinal Athletic Foundation and participates on the finance committee of Alomere Hospital. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Dustin Thornburg is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding a Series 66 designation and having 17 years of industry experience. He has been with Wells Fargo Advisors since 2012. Thornburg is the owner of Snyder Thornburg Wealth Management LLC and serves as a trustee for multiple 401(k) plans related to his practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and specialized planning, supported by research and tools to develop tailored recommendations.

Lacey Baumann is a financial advisor with Ameriprise in Garfield, MN, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, Baumann is involved with Steidl-Benzinger LLC, where she works as a paraplanner and manages practice operations. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized planning through a centralized consulting team.

Justin Thoennes is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Ziegler from 2015 to 2020. Outside of his advisory role, he is involved in a non-investment related business based in Alexandria, Minnesota. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kenneth Snyder is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a trustee for KMS Consulting Inc 401(k) and owns KMS Consulting, Inc., where he is actively involved in investment-related activities. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a wide range of financial planning services and investment strategies, combining advisory services with banking, lending, and trustee products.

Katherine Kangas is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides a retirement-income planning service 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 retirement recommendations through a centralized consulting team.

Nathan Reiner is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked in dental practice management at Young at Heart Dentistry, Alexandria Dental Clinic, and Wenatchee Dental. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, combining research and modeling with algorithmic automation overseen by a dedicated consulting team.

Jerrod Hammerback is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding a Series 66 credential and 23 years of industry experience. He previously worked at Raymond James Financial Services Advisors and Bremer Bank. Outside of his advisory role, he serves as treasurer for the Alexandria Area High School graduation event. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm integrates advisory services with other financial products and referral channels, delivering customized recommendations based on proprietary research and planning tools.

Alexis Johanson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, Alexis worked in various roles including resident assistant at Galeon Senior Living and positions in education and construction. Outside of finance, Alexis works part-time as a resident assistant at a senior living facility, helping residents with daily activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on a wide range of financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while maintaining separate services.

Jodi Sorenson is a financial advisor with Wells Fargo Advisors in Alexandria, MN, holding the Series 66 designation and five years of industry experience. She has been with Wells Fargo Advisors since 2017 and previously worked at Tastefully Simple for nine years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, wealth-transfer, and specialized planning services, using proprietary research and tools to develop tailored recommendations.

Andrew Holte is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 11 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial and Bell Bank in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, combining extensive resources with a network of over 22,800 advisors.

Randal Witt is a financial advisor with Edward Jones in Alexandria, Minnesota, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013 and is also a co-owner of Northwoods Pork, a swine and crop farm. Outside of his advisory role, Witt serves as an assistant and JV wrestling coach for Henning Public Schools. Edward Jones is a full-service wealth management firm serving more than 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, supported by a large network of financial advisors and branch offices nationwide.

Reilly Daugherty is a financial advisor with Ameriprise in Alexandria, MN, holding a Series 66 designation and one year of industry experience. His background includes roles at Bell Bank and several educational institutions. He has also worked at Thrifty White Pharmacy and contributed to community education through Chokio-Alberta Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research, third-party data, and algorithmic tools to provide tailored recommendations focused on dependable income and tax-aware withdrawal strategies.

Victor Benzinger is a CFP®-certified financial advisor with 35 years of industry experience, currently practicing at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a partner at Steidl/Benzinger and serves as a speaker for the Minnesota Real Estate Association. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Larson is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Alexandria, MN. He has 17 years of industry experience, all of which he has spent with Edward Jones since 2009. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Paul Amundson is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a partial owner of Blue Sunset, LLC, a partnership involved in a Nautical Bowls franchise in Naperville, Illinois. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive written recommendations across a broad range of planning topics and offers clients the option to combine planning with managed-account services through a consolidated billing system.

Michelle Klimek is a financial advisor with Ameriprise in Brandon, MN, holding a Series 66 designation and providing advisory services since 2015. She has over 11 years of experience with the firm. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Timothy Urness is a financial advisor with Thrivent Investment Management in Alexandria, MN, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He has been with Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as the public address announcer for his local high school girls soccer games. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements, with the option to combine planning with managed-account services under a consolidated billing arrangement.

Brandon Plotz is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for nine years at Walser Automotive Group. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Severson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 13 years of industry experience. He has been with Thrivent Investment Management since 2013 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Severson serves as a board member for Dollars for Scholars in Alexandria, Minnesota, and is the president of the Century Center Association, a local business owners’ building association. He is also involved in managing a family cabin rental. 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 planning across a wide range of topics, with an option to combine planning with managed accounts under a consolidated billing structure, while maintaining separation between planning and asset management services.