Nathan Davis is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes roles at Liberty University and JD Kreps Financial Group, along with experience at Willmar Electric and Community Christian School. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include a range of investment vehicles, managing accounts on discretionary or non-discretionary bases.

Robert Trojan is a financial advisor at Wells Fargo Advisors in Willmar, MN, holding CFP® and Series 66 credentials with 18 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC, spanning nearly a decade before his current position. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across various financial planning areas, offering clients flexible implementation options through brokerage or advisory programs.

Kendra Peterson is a financial advisor with Cetera in Willmar, MN, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked with firms including Avantax Advisory Services and The Prudential Insurance Company of America. Peterson is active in her community, serving as President of the 2180 Foundation, a board member and secretary of Hawk Creek Country Club, and participating on boards and committees focused on local education and health initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management services and access to third-party money managers.

Brian Gieseke is a financial advisor with Wells Fargo Advisors in Willmar, MN, holding a Series 66 credential and 14 years of industry experience. He has worked at Wells Fargo Advisors since 2024 and previously held roles at Wells Fargo Bank, Wells Fargo Clearing, Guardian Life Insurance Company, Park Avenue Securities, and Thrivent Financial. He serves as a finance committee member for Holy Trinity Lutheran Church in New Prague, MN. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial product sales and referral channels through a large network of advisors.

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 at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. He is also a partner at Conway Deuth & Schmeissing, an accounting practice, where he has been involved since 1991. 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 provides a range of advisory and brokerage services supported by extensive operational and research tools, with a platform that includes model portfolios, third-party asset management, and institutional programs.

Jonathan Kreps is a Certified Financial Planner® with 27 years of industry experience, currently advising at OSAIC since 2023. He previously worked at SagePoint Financial, Inc. for 14 years and has been associated with AIG American General Life Insurance Company since 2002. Kreps also owns JD Kreps Financial Group, where he incorporates insurance products like life, long-term care, and disability insurance when appropriate. OSAIC serves a diverse client base, including individual and institutional investors, offering brokerage and investment advisory services supported by advanced asset-allocation tools and third-party portfolio management solutions.

Ben Taatjes is a financial advisor with Cetera in Willmar, MN, holding a Series 66 designation and over 24 years of industry experience. He is the owner and president of Total Financial Solutions, Inc., doing business as Taatjes Financial Group, and serves as CEO and wealth advisor at Stewards Planning Group, providing financial planning services to families and businesses. Outside of his advisory roles, he is treasurer of the CMCS Foundation, which supports Christian education, and co-creates content for a podcast focused on helping retirees find purpose and meaning in retirement. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supporting advisors with model portfolios, third-party managers, and customizable investment strategies.

Jonathan Warner is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has previously worked with Ameriprise Financial Services and Edward Jones. Warner is also involved in insurance brokerage, offering various non-variable insurance products including health, disability, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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 at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Avantax Advisory Services for two years before joining LPL Financial in 2016. Outside of advising, he is involved in tax preparation through Taatjes Financial Group. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

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.