Jonathan Shofner is a financial professional with approximately four years of industry experience. He is currently affiliated with Cetera and holds the Series 66 designation. His prior roles include work at Avantax and Merrill Lynch. Shofner is also involved with Stewards Planning Group in a financial services capacity. Cetera Investment Advisers LLC is a nationwide platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager approach, with access to a broad range of strategies and custodial relationships.

Jeffrey Allen is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within Wells Fargo firms since 2011. Allen serves as a board member of the St. Stephen Lutheran Endowment Fund, where he reviews distribution requests and allocation of annual distributions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Claire Molden is a CFP® professional with 10 years of experience in financial advising. She is currently with Cetera and has held roles at Taatjes Financial Group and Avantax Advisory Services, among others. Outside of her financial advisory work, Molden serves as President of the Amelia, Villard, Leven Lakes Association, where she leads board activities related to lake management in Pope County, Minnesota. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing both affiliated and third-party managers across various program structures.

Jeston Kok is a financial advisor with Edward Jones in Spicer, MN, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Prairie Lakes Youth Programs from 2009 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

James Rudnick is a financial advisor with LPL Financial and holds the Series 66 designation. He has 15 years of industry experience and has been with LPL Financial since 2012. In addition to his advisory role, Rudnick is a partner in an accounting practice, Conway Deuth & Schmeissing, where he spends most of his professional time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jonathan Kreps is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at SagePoint Financial, Inc. for 14 years and has been affiliated with AIG American General Life Insurance Company since 2002. Kreps is also the owner of JD Kreps Financial Group, a corporation through which he occasionally advises on life insurance, long-term care, disability insurance, or fixed annuities. OSAIC serves a broad range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Ben Taatjes is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He is the owner of Total Financial Solutions, Inc., and has served as a treasurer for the CMCS Foundation, which supports Christian education. Taatjes is also involved in producing a podcast and coaching program aimed at helping retirees find more purpose and meaning in retirement. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

Jonathan Warner is a financial advisor with LPL Financial, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, Ameriprise Financial Services Inc, and Edward Jones. Warner is also involved in insurance brokerage activities, offering various non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm provides a range of financial planning and advisory programs supported by model portfolios, research, and technology solutions.

Wendy Otterness is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, CUNA Mutual Group, CUNA Brokerage Services, Inc., and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, risk, wealth transfer, and specialized planning for business owners, sports and entertainment professionals, and others.

Tammi Nestor is a financial advisor at Edward Jones in Willmar, MN, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in education and construction roles, including positions at Genesis Classical Academy and Hoffman Weber Construction. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Ryan Caperoon Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Wells Fargo Clearing, Aware Financial/Hallett Insurance, Bremer Bank, Raymond James Financial Services, and ownership in a family restaurant. He is also a 35% owner of Corbett & Caperoon Wealth Management LLC, where he dedicates significant time. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services utilizing Wells Fargo’s research and planning tools, with tailored recommendations delivered through meetings and written summaries.

Todd Ahrenholz is a CFP® with 17 years of industry experience. He is currently affiliated with OSAIC and has worked at J.D. Kreps Financial Group, Inc. since 2009. Outside of his advisory role, Ahrenholz serves as a deacon board member at Willmar Assembly of God and volunteers as a Parent Life mentor with West Central MN Youth for Christ. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

Thomas Gilbertson is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with Cetera in Willmar, MN. His prior work includes roles at VOYA Financial Advisors and ongoing ownership of Gilbertson Management Group, Inc. He serves as a city councilor for the City of Willmar and is a finance committee member for the Prairie Wood Environmental Learning Center. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Morgan Mathison is a financial advisor with Cetera, holding a Series 66 license and two years of industry experience. In addition to his advisory role at Cetera, he serves as treasurer at GMW CPA Advisors, PLLC, where he prepares tax returns and provides small business consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with various program options and affiliations.

Alec Saunders is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2016. Outside of his advisory role, he is involved in tax preparation through Taatjes Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by model portfolios and research.

Andrew Kveene is a financial advisor at Edward Jones in Willmar, MN, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in various roles including positions at Structural Pier Tech, Structural Dimensions Inc., MTW Recruit, Bedrock Buildings, Polaris Industries, and Sprout Chiropractic. Outside of his advisory work, Kveene is involved in volunteer activities such as web mastering for the Rockford Area Athletic Association and its softball division, and volunteering with youth programs for the City of Willmar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Marta Vant is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Wells Fargo Advisors since 2022 and previously held roles at LPL Financial, Investment Centers of America, Inc., and FRANDSEN BANK & Trust. Outside of her advisory work, she has served as a notary public in Wisconsin. 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 using proprietary research and tools, with discrete planning engagements tailored to client needs.

Ashley Buer is a Series 66-licensed financial advisor with Ameriprise who has 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she is employed as a paraplanner at Chris Madden Inc., where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with substantial investable assets. The firm provides written recommendation reports using research-driven, tax-efficient strategies and combines automated and personalized advice to support retirement planning.

Brian Hooper is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial since 2012. He also has experience with Conway, Dueth & Schmiesing, PLLP starting in 2009. Outside of his advisory role, he provides non-variable insurance solutions as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Caitriona Bennett is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Southwest Minnesota State University and the University of Northwestern Ohio. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, utilizing extensive research and planning tools to provide tailored recommendations across a broad range of financial needs.