Christopher Pederson is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history including roles at Crow Wing Power Credit Union and Lifetouch. Pederson also operates a tax preparation business through Cornerstone Tax Services, LLC. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing across various investment types, supporting both discretionary and non-discretionary management.

Mark Ruhl is a financial advisor with Ameriprise in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team working with client advisors.

Timothy Asche is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked previously at Raymond James Financial Services Advisors, Bremer Bank, USAdvisors Wealth Management, Securities America Inc, and Eagle Bank. Outside of his advisor role, he has partial ownership in Capstone Financial Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad menu of planning options and proprietary tools to develop tailored client recommendations.

Gregory Bennett is a financial advisor with Edward Jones in Brainerd, MN, holding a Series 63 designation and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a commissioner for the Sylvan Township Planning and Zoning in Pillager, MN, and owns a coffee shop called S and S Waffle and Coffee in Lake Shore, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary investment strategies under a fiduciary standard.

Joshua Hukriede is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2023, he worked in various roles including positions at UW-Superior and American Family Insurance. Outside of his advisory work, Hukriede serves as an assistant baseball coach for the 9th grade team at Brainerd High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data with a centralized service team that collaborates with advisors to provide tailored recommendations.

Wendy Oksness is a financial advisor with LPL Financial in Brainerd, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Mid-Minnesota Federal Credit Union and LPL Financial since 2016, as well as Wells Fargo Clearing in 2016. Outside of her advisory role, she is involved with Wholesome Pastures LLC, a home-based business entity maintained for tax and investment purposes. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by research, third-party managers, and various technology tools, overseeing significant discretionary assets through a large network of advisors.

Lawrence Baier is a CFP® with 23 years of experience in the financial industry. He is currently with Wells Fargo Advisors in Brainerd, MN, where he has worked since 2022. Prior to this, he spent 13 years at related Wells Fargo entities. He has a 50% ownership interest in an investment-related business, The Baier, Ormsby, & Porto Wealth Management Group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Ryan Ruckdashel is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He has held roles at Thrivent Financial and its affiliated entities since 2010. Ruckdashel holds Series 66 and Series 63 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning across various financial topics, with services available on a one-time or ongoing basis, and separates planning from managed-account services.

Drew Boland is a financial advisor at Ameriprise in Brainerd, MN, holding a Series 66 designation with 18 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured process supported by algorithmic automation and oversight committees.

Travis Roberts is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. He has worked at Edward Jones since 2012 with a brief period away from the firm, including a short tenure at Charism Properties in 2016. Outside of his advisory role, he serves as CEO of Trailshead Business Center, a rental property business in Baxter, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Dana Pahkala is a financial advisor at Stifel with 24 years of industry experience. He has been with Stifel since 2009 and holds a Series 66 designation. Outside of his advisory role, he serves as a board member and officer of JDAP Holdings, LLC, a commercial rental property holding company. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Valerie Black is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she manages an advisory business through SJ MGMT, LLC, supporting another Ameriprise advisor as a paraplanner. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider delivering a broad range of advisory, brokerage, and insurance solutions.

Jeremy Hoffman is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at USBancorp from 2021 to 2023 and has held positions in various other companies since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Scott Stroot is a financial advisor with Ameriprise in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Stroot serves on the General Finance Committee for Habitat for Humanity in Brainerd, reviewing financial statements and operations to provide suggestions for improving the organization’s financial position. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet certain asset criteria, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering non-discretionary recommendations through a centralized consulting team in partnership with its financial advisors.

Lora Graumann is a financial advisor at Stifel with 26 years of industry experience and holds Series 63 and Series 66 credentials. She has worked at Stifel since 2009. Outside of her advisory role, Graumann is actively involved in community organizations, serving in leadership positions with the Brainerd Sports Boosters and the Brainerd Lakes Area Community Foundation. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

James Benson II is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera, AdvisorNet Wealth Partners, and Cornerstone Investment Advisors. Outside of his advisory work, he is a licensed pilot and owns several business entities related to his advisory practice. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Ronald Bardine is a CFP® and ChFC® with 39 years of experience in financial services. He has worked at Raymond James Financial since 2009 and operates his own entity, Ronald J Bardine, Inc., since 2021. Outside of advisory work, he owns Cedar Brook Vineyard, where he grows grapes. He is affiliated with Raymond James Financial Services Advisors, Inc., which serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting, employing analytical tools to support client goals.

Roy Papenfuss is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial and MID MN Federal Credit Union. Outside of finance, he serves as a deputy maintenance group commander for the Minnesota Air National Guard and is a fixed-wing pilot for Life Link III, responsible for medical transport flights. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs with fiduciary standards and affiliated investment options.

Glen Sundberg is a Series 63 registered advisor with LPL Financial, based in Brainerd, MN, and has 33 years of industry experience. His prior experience includes roles at Questar Capital Corporation and Woodbury Financial Services, Inc. Sundberg has also operated a self-employed insurance sales business since 1987. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies and operational tools.

Richard Sall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at FRANDSEN BANK & Trust, Voya Financial Advisors, and Northwestern National Life Insurance Company. He also conducted financial education seminars for two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment options.