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Ashley L
Series 66
Red Wing, MN
Edward Jones
Ashley Lang is a Series 66 registered financial advisor with Edward Jones in Red Wing, MN, with six years at the firm and a total of five years in the industry. Prior to joining Edward Jones, Lang worked for six years at Mayo Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated capabilities supported by a large nationwide network of advisors and branch offices.
Troy D
Series 66
River Falls, WI
Fidelity
Troy Dostal is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at Ameriprise Financial Services from 2015 to 2021 before joining Fidelity. Outside of his advisory role, he serves on the board of directors for Optimist International, a nonprofit focused on youth development, and is involved in restaurant and cleaning businesses. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.
Carter C
Series 66
River Falls, WI
Thrivent Investment Management
Carter Christensen is a Series 66 licensed advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at WESTconsin Credit Union and LPL Financial. 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 while keeping services separate.
Alexander B
Series 66
River Falls, WI
LPL Financial
Alexander Burian is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to that, he was employed at Westconsin Credit Union and CUNA Brokerage Services, Inc., where he maintained active roles overlapping with his current positions. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of substantial discretionary assets.
Jeffrey S
Series 63, Series 66
Red Wing, MN
Ameriprise
Jeffrey Strickland is a financial advisor at Ameriprise with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameriprise and Wells Fargo throughout his career. In addition to advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on written recommendation reports and ongoing annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.
Tabitha M
Series 66
Red Wing, MN
Edward Jones
Tabitha Meyer is a financial advisor with Edward Jones in Red Wing, MN, holding a Series 66 designation and five years of industry experience. She began her career at Red Wing Stoneware Company before working at Gemini Inc, and has been with Edward Jones since 2019. Outside of her advisory role, she owns and operates a part-time ceramics studio where she creates hand-crafted artisan pieces. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.
Nicholas J
CFP®, Series 66
River Falls, WI
Edward Jones
Nicholas Jackson is a CFP® and holds a Series 66 license with 12 years of experience in financial advising. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
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.
Mac Kenzie Z
CFP®, Series 66
Spring Valley, WI
Cetera
Mac Kenzie Zajec is a CFP® professional affiliated with Cetera, with 18 years of experience in the financial services industry. He has worked at firms including Lake Elmo Bank and Avantax, and currently operates Rush River Wealth Management LLC. Outside of his advisory work, he is involved in farming and land leasing through Rush2Harvest. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary programs.
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.
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.
Brian M
ChFC®, Series 66
River Falls, WI
Edward Jones
Brian Mc Quade is a financial advisor at Edward Jones in River Falls, WI, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a past president of the River Falls Rotary and has officiated youth hockey for more than 30 years. 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 under management through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.
Christopher K
Series 66
River Falls, WI
Thrivent Investment Management
Christopher Kuechenmeister is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously served in the Wisconsin Army National Guard and held roles at Ciranda and Home Pro America. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority. The firm’s approach combines holistic analysis with optional managed-account programs under a consolidated billing option.
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.
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.
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.
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