Michael Junker is a financial advisor with Morgan Stanley in Pequot Lakes, MN, holding Series 63 and Series 65 designations and has 36 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and 2015, respectively, and previously at Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market modeling in its advisory process.

Randal Thompson is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held various roles in the hospitality and service sectors, including Lake Life Hospitality and multiple restaurants. He was previously the owner of a handyman and landscaping business, Solid Ground Solutions LLC, which is currently in the process of dissolution. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning across a broad range of topics, without discretionary trading authority or institutional portfolio management.

Robert Lindell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Lindell is a partner in Cabinets by Lindell, a kitchen and bath design and sales business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Kermit Iverson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with Cetera and its related entities since 2001 and also maintains a long-term role with North Star Bank. Iverson participates in a referral networking group that meets regularly to obtain and refer business with other professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with various program structures and access to multiple third-party managers, managing over $256 billion in assets.

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.

Jason Martinson is a financial advisor with Edward Jones in Nisswa, MN, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his financial advisory work, he serves as an 8th grade football coach for Brainerd Public Schools. 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 range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Bruce Meade is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of advising, he is a member of SKYE HOLDINGS LLC, a company involved in recreational and agricultural real estate investment in Pine River, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Kysa Corbett is a financial advisor at Edward Jones with over 23 years of industry experience, including a long tenure at Wells Fargo. She holds a Series 66 designation and has been with Edward Jones since 2024. Outside of her advisory work, she volunteers as a speech judge at high school tournaments in Pequot Lakes, Minnesota. Edward Jones serves a broad client base including individual and institutional investors, offering a range of wealth management services through a large network of advisors and offices. The firm provides both discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

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.

Scott Roberts is a financial advisor with Edward Jones in Lake Shore, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

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.