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.

Dedra Zwieg is a CFP® and Series 66-registered advisor with Ameriprise, based in Parkers Prairie, MN. She has 21 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. and six years with Ameriprise. Zwieg serves on the board of the Parkers Prairie Cemetery Association and works as a music director and lighting technician for the Alexandria Area Arts Association Community Theatre. 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 written Recommendation Reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Marjean Ossefoort is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2017, she worked at Invest Financial Corporation from 2013 to 2017. She is also involved in independent insurance agency work and owns Jorgensen Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through independent Financial Professionals and employs various custody platforms with discretionary and non-discretionary strategies.

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.

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.

Andrew Steidl is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Steidl serves as President of the Parkers Prairie Economic Development Authority. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm employs a centralized consulting team and uses a combination of research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

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.

Cory Seifert is a financial advisor with Ameriprise in Evansville, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved with the Brandon/Evansville Sports Booster Club, which raises funds for local school sports programs. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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.