Stacy Dammann is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 63 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she is involved in managing an advisory business through GWP Holdings LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team, supporting a range of advisory, brokerage, and insurance solutions.

Jason Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over two decades before joining LPL Enterprise in 2024. Outside of his advisory role, Smith operates the Jason Smith Agency, providing health, life, Medicare, property, and casualty insurance services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Tim Schuth is a financial advisor with Cetera, holding a Series 63 designation and having 25 years of industry experience. His career includes roles at Avantax Insurance Services, Avantax Advisory Services, and Schad, Lindstrand & Co. He serves on several nonprofit boards in Minnesota, including as treasurer of The Lutheran Home Association and vice president of St. John’s Evangelical Lutheran Church, and he owns a tax services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services with access to multiple investment managers and program structures.

Kelly Rach Meggitt is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of her advisory role, she serves as Vice Chairperson of the First Congregational United Church of Christ Resource Team and is a board member of the Glencoe Area Community Foundation. She also participates in community fundraising and coordinates the annual Glencoe Days celebration. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver customized retirement planning through a centralized consulting team.

Margaret Runke is a CFP® professional with seven years of industry experience, currently advising at Edward Jones since 2018. Before joining Edward Jones, she worked for Rodan & Fields and spent a decade with Westonka Public Schools. Edward Jones is a full-service wealth management firm serving over 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, supporting approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Ella Stevens is a financial advisor with Ameriprise in Glencoe, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, she held various roles including positions at Beef O Bradys and Vector Marketing. Outside of her advisory work, Stevens is involved with GWP Holdings LLC, where she manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and annual advice, with an investment approach that includes proprietary research, third-party data, and algorithmic tools.

Andrew Jones is a financial advisor with Edward Jones in Waconia, MN. He holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arctic Wolf and Genotox Laboratories, among other roles. 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 fees, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dale Copeman is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following a 16-year tenure at Wells Fargo Bank. Based in Waconia, MN, he provides advisory services through a firm known for serving a wide range of individual and institutional clients. Edward Jones is a full-service wealth management firm serving over four million clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Savoie is a financial advisor with LPL Financial in Waconia, MN, holding CFP® and ChFC® designations and 29 years of industry experience. His prior work includes roles at Prudential, Associated Financial Group, USAA Financial Planning Services, and Old National Bank. He currently has a part-time financial institution duty role at Old National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable strategies supported by proprietary research and technology.

Ryan Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. It manages approximately $1.01 trillion in assets and 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.

Chad Hunt is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Ameriprise since 2018 and is involved with FAB Biosciences, a small bioscience startup developing a novel treatment for diabetes and obesity. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a collaborative, non-discretionary process utilizing proprietary research and algorithmic tools.

Brandon Kincade is a financial advisor with Ameriprise in Belle Plaine, MN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he held various roles across multiple industries, including positions at Minnesota State University, CVF Racing, and Winona State University. He is also involved with DTK Enterprises LLC as an associate financial advisor. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated companies, utilizing research and modeling to deliver tailored retirement income recommendations.

Daniel Gieseke is a financial advisor with LPL Financial in Waconia, MN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Merrill from 2007 to 2009. Outside of his advisory role, he is involved with Prosperitas Planning, Inc., an entity related to his LPL business. 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 financial planning and investment management services supported by technology and a broad platform that includes advisory and non-advisory financial products.

Erik Eide is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 19 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he owns and manages a business unrelated to investment activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include cash-flow, retirement, and specialized services such as business-owner transition and special-needs analysis.

Samuel Gore is a financial advisor at Edward Jones in Belle Plaine, MN, holding CFP® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ziegler Cat for five years. Outside of his advisory role, he serves as a captain for the Cleveland Volunteer Fire Department and is a board member of the Greater German Jefferson Lake Association, a nonprofit focused on water quality improvement. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a comprehensive range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Brock Deering is a financial advisor at Edward Jones with one year of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, he worked in various roles at companies including Rise Baking Company, CHS, Inc., General Mills, and Ecolab. Outside of his advisory role, he is a part owner of rental properties in Richville, MN, and Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

James Casey is a CFP® and ChFC® with 34 years of industry experience. He is currently with Cetera and has previously worked at North American Wealth Advisors and VOYA Financial Advisors. Casey also operates as an independent insurance agent offering fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, providing various portfolio management and financial planning services through a nationwide network of independent advisors.

David Rehmann is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked for The Bernard Group from 2008 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Jamie Pederson is a financial advisor with Edward Jones in Waconia, MN, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Pederson serves as a part-time Athletic Director at Trinity Lutheran School, where he designs and schedules athletic and school activities. 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 investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kirk Miller is a financial advisor with Edward Jones in Glencoe, MN, holding a Series 63 designation and having 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns a local business unrelated to investment services. 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 solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.