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Paul R
Series 66
Hastings, MN
Ameriprise
Paul Reichwald is a financial advisor with Ameriprise in Prior Lake, MN, holding a Series 66 designation and 21 years of industry experience. He worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years before joining Ameriprise in 2024. Outside of advising, he owns PRJR LLC, a business 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-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Christopher G
Series 66
Red Wing, MN
Cambridge Investment Research Advisors
Christopher Guetzlaff is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2017, following nine years at Invest Financial Corporation. Outside of his advisory role, he is involved locally as a baseball coach at Red Wing High School and serves as a board member and volunteer for the Red Wing Youth Football, Basketball, and Baseball Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.
Colin S
CFP®, Series 66
Red Wing, MN
Edward Jones
Colin Scully is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2020. He has five years of industry experience, including three years at Foodsby Inc. Outside of his advisory role, he serves as President Elect of the Hastings Area Rotary Club in Hastings, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory and wealth management services supported by a large national network of advisors and branch offices.
Kaili P
Series 66
Hastings, MN
Edward Jones
Kaili Perron is a Series 66-licensed financial advisor with Edward Jones, based in Hastings, MN, and has five years of industry experience. Prior to joining Edward Jones, Perron worked at Regions Hospital from 2015 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Daniel R
CFP®, ChFC®, Series 66
Hastings, MN
Edward Jones
Daniel Roberts is a financial advisor at Edward Jones in Hastings, MN, holding CFP®, ChFC®, and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2020, he served in the United States Navy from 2016 to 2020 and was involved with Coffee Bene from 2014 to 2020. Roberts is also an owner of Yambaily LLC, a marketing business, and occasionally performs music under the name Yambaily. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services.
Nathan B
Series 66
Cannon Falls, MN
OSAIC
Nathan Berg is a financial advisor at OSAIC with Series 66 designation and one year of industry experience. Prior to joining OSAIC, he held various roles including activities and event staff at New Prague Area Schools and maintenance and operations at New Prague Golf Course. Outside of his advisory work, Berg is a partner in Max Recovery, a startup focused on recovery clothing. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of investment tools and platforms to construct portfolios tailored to client preferences and risk tolerance.
James L
Series 63, Series 65
Cannon Falls, MN
Thrivent Investment Management
James Lambert is a financial advisor at Thrivent Investment Management with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Penntek Industrial Coatings, Solid Rock Concrete Coating LLC, and Southern Carlson. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services distinct.
Douglas R
CFP®, PFS™, Series 63, Series 65
Red Wing, MN
LPL Financial
Douglas Ritter is a CFP® and PFS™ credentialed advisor with 35 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Ritter serves as President and CEO of Discovery Financial Centers, Inc., a role he has held since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.
Hillary S
Series 66
Ellsworth, WI
Edward Jones
Hillary Stubbe is a financial advisor with Edward Jones in Ellsworth, WI, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Kohl's for eleven years. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors 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, operating under a fiduciary standard.
Cynthia T
Series 66
Hastings, MN
Edward Jones
Cynthia Taube is a financial advisor with Edward Jones in Hastings, MN, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, she worked at the National Eagle Center from 2020 to 2023 and previously held roles at Woodruff and Treasure Island Resort & Casino. Outside of her advisory role, she is an owner of a small rental property in Hager City, Wisconsin. 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 strategies, supported by a nationwide network of financial advisors and branch offices.
Timothy K
Series 63, Series 65
Red Wing, MN
Raymond James Financial
Timothy Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior experience includes roles at LPL Financial, National Planning Corporation, and Discovery Financial Centers. He serves on the board and finance committee of the Jones Family Foundation and is treasurer and council member of United Lutheran Church, both nonprofit organizations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with notable services in municipal finance and SIMPLE IRA plan advisory.
Jason R
Series 66
Red Wing, MN
Edward Jones
Jason Reding is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he held roles at ASM Global, Augustana University, Sanford Pentagon, and Daktronics, Inc. He serves as a board member of Red Wing Arts and works as a gameday producer for live sporting events and venues. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of more than 23,000 advisors.
David R
Series 66
Red Wing, MN
LPL Financial
David Ritter is a financial advisor with LPL Financial in Red Wing, MN, holding a Series 66 credential and bringing 12 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation. Outside of his advisory role, he is involved in teaching at Hudson High School and operates Discovery Financial Centers, which includes work as an independent insurance producer. 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, including financial planning, model portfolios, and institutional platforms, supported by tools such as machine learning for research and operational purposes.
Julie H
Series 66
Red Wing, MN
Edward Jones
Julie Heitman is a financial advisor at Edward Jones in Red Wing, MN, holding a Series 66 designation with seven years at Edward Jones and a total of nine years in the industry. Prior to joining Edward Jones, she worked at CoBiz Financial from 2012 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a broad network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Jeromy M
Series 63
Cannon Falls, MN
Edward Jones
Jeromy Mouw is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Outside of his advisory role, he serves on the board of the Mayo Clinic Health System in Cannon Falls, MN, and coaches wrestling for the Spirit Lake School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.
Matthew T
Series 66
Red Wing, MN
Edward Jones
Matthew Theis is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.
Conor S
CFP®, Series 66
Red Wing, MN
Edward Jones
Conor Smyth is a CFP® professional with 19 years of industry experience, currently affiliated with Edward Jones in Red Wing, MN. 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, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Daniel H
Series 63
Hastings, MN
LPL Financial
Daniel Hausman is a financial advisor with LPL Financial in Hastings, MN, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2000 and operates The Hausman Investment Group, an investment advisory practice affiliated with LPL. 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, including financial planning and access to third-party asset management, with tools supporting both discretionary and non-discretionary portfolio strategies.
Matthew H
Series 63, Series 65, Series 66
Red Wing, MN
LPL Financial
Matthew Hardyman is a financial advisor with LPL Financial in Red Wing, MN, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation for five years and has been affiliated with Discovery Financial Centers, Inc. since 1999. Outside of his advisory role, he owns and manages a hobby farm in Red Wing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of advisors with a variety of investment strategies and operational tools.
Keith M
CFP®, ChFC®, Series 63
Cannon Falls, MN
OSAIC
Keith Meyers is a CFP® and ChFC® with 25 years of industry experience. He is currently a financial advisor with OSAIC and previously worked at Signator Investors, Inc. Outside of his advisory work, he serves as vice president of a local nonprofit that loans money to small businesses and is actively involved in several community and youth athletic organizations in Cannon Falls, MN. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and portfolio management techniques across various securities and investment platforms to meet diverse client needs.
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